Sections, Text and Design

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

30 articles in this collection
Written by Kyle Racki, Nick Gaston, and Allan Duquette

Audit Trails

Looking to add some extra legality to your documents? Click here to learn how to attach an audit trail to your PDF.

Written by Allan Duquette
Updated over a week ago

Sections

Managing Sections From the Editor

How to create, edit, rename, duplicate, and delete sections from your proposal or template editor.

Written by Allan Duquette
Updated over a week ago

Page Flow Section

Everything you need to know about Page Flow sections.

Written by Allan Duquette
Updated over a week ago

Static Section

Everything you need to know about static sections

Written by Allan Duquette
Updated over a week ago

Importing Sections To Your Proposal

Looking to see how to import a section from your content library to your proposal? Here's a quick guide to help you out!

Written by Allan Duquette
Updated over a week ago

Uploading Your PDF As A Section

Here are step-by-step instructions on how to import your pre-made PDF into your proposal.

Written by Allan Duquette
Updated over a week ago

Removing A Section From Your Proposal

Looking to remove a section from your proposal or template? Click here to find out how.

Written by Allan Duquette
Updated over a week ago

Text, Images and Videos

Type Styles

A walkthrough of our Type Styles menu, including where to find it and how to use it.

Written by Allan Duquette
Updated over a week ago

Editing Your Type Styles

A quick guide to updating your type styles to match your branding.

Written by Allan Duquette
Updated over a week ago

Matching Font Styles To Selected Text

Did you make an update to some text and think that would look better everywhere? Here’s how to do that with two clicks!

Written by Allan Duquette
Updated over a week ago

Text Boxes

Looking to add some copy to your proposal? Click here to learn about our text boxes and how to add them.

Written by Allan Duquette
Updated over a week ago

Formatting Your Text

A quick guide to setting rules and breaking rules when it comes to making your copy look good.

Written by Allan Duquette
Updated over a week ago

Copy & paste

Pasting text from programs like Word, Google Docs, Powerpoint

Written by Allan Duquette
Updated over a week ago

Inline Images and Text Wrap

If you'd like to add some extra flair to your content-heavy pages, inline images makes it easy to add images directly inside the text box.

Written by Allan Duquette
Updated over a week ago

Variables

Using variables (AKA short codes, merge tags) to automatically find and replace text and numbers

Written by Kyle Racki
Updated over a week ago

Glyphs and Special Characters Support

Written by Nick Gaston
Updated over a week ago

Image Cropping and Editing

Save time by masking images and adding filters right in Proposify

Written by Nick Gaston
Updated over a week ago

Videos

How to insert video to your proposal

Written by Nick Gaston
Updated over a week ago

Import Free Stock Photos Using Unsplash

How to import and manage images from Unsplash

Written by Nick Gaston
Updated over a week ago

Changing Font Colours

Looking to make your proposal pop? Here's a guide to changing the colour of the text in your proposal.

Written by Allan Duquette
Updated over a week ago

Design

Editing Styles and Formatting

Looking to learn how to format your proposal's style to match your brand? Click here for a guide on our styles and formatting tool.

Written by Allan Duquette
Updated over a week ago

Text Box Properties

Here you’ll find a breakdown of the customization options on a free-form text box.

Written by Allan Duquette
Updated over a week ago

Page Setup

How to change the page size and page orientation (horizontal/vertical) of a proposal

Written by Nick Gaston
Updated over a week ago

Shapes & lines

How to create shapes, like rectangles, squares, circles and lines

Written by Nick Gaston
Updated over a week ago

Deleting A Page In the Editor

Looking to delete a page in your proposal, but not sure how? Click here.

Written by Allan Duquette
Updated over a week ago

Arrange

The Arrange a submenu will allow you to move the text box above or below other objects.

Written by Nick Gaston
Updated over a week ago

Rotating objects

How to rotate shapes, images, lines and more

Written by Allan Duquette
Updated over a week ago

Repeaters

Looking to add some design elements to each page and aren't excited about endless copy/pasting? Here's how repeaters can save you time.

Written by Allan Duquette
Updated over a week ago

Grid

How to turn on the grid - useful for placing text boxes, images and shapes

Written by Allan Duquette
Updated over a week ago

Changing the Colour of Your Shape/Line

Looking for more than just a black box? Here's how to change the colour of your shapes to suit your brand.

Written by Allan Duquette
Updated over a week ago