How to get started using Proposify
General walk-through of how to create and send proposals and manage your pipeline
How to create sections, and edit text, image, video and design tools in Proposify
Everything related to budgets, fees and pricing tables
From domains to currency, how to customize your Proposify account
How to create, edit and use templates in Proposify
See when clients are viewing your proposal, where they're looking and understand your close rate
How to connect your Proposify account to third-party software and automate your sales process
How to invite team members, add clients and lock down permissions
How to edit your company settings, change password, update your plan and more.
Answers to common questions we get asked
Here's everything you need to know about how to navigate and use the Android app.
FAQs and guides related to the Proposify Partner Program. Looking to be an affiliate or a certified partner? Want to know more? Click here.
Oh no! You didn't mean to, but that content you were working on has vanished. Here's how to recover your lost content so you can spend more time closing, less…