Advice and answers from the Proposify Team

Quick Guide to Proposify

How to get started using Proposify

Creating, Sending and Managing Proposals

General walk-through of how to create and send proposals and manage your pipeline

Sections, Text and Design

How to create sections, and edit text, image, video and design tools in Proposify

Pricing, Fees & Tables

Everything related to budgets, fees and pricing tables

Customizing Your Account

From domains to currency, how to customize your Proposify account

Templates & Content Library

How to create, edit and use templates in Proposify

Client Activity & Metrics

See when clients are viewing your proposal, where they're looking and understand your close rate

API & Integrations

How to connect your Proposify account to third-party software and automate your sales process

People & Permissions

How to invite team members, add clients and lock down permissions

Account & Billing

How to edit your company settings, change password, update your plan and more.

Frequently Asked Questions

Answers to common questions we get asked

Proposify App: Android

Here's everything you need to know about how to navigate and use the Android app.

Recovering Lost Content

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…