Quick Guide to Proposify

How to get started using Proposify

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

Webinars and training

Free webinars for businesses looking to impress clients, close more deals, and improve their sales and proposal process.

Written by Nick Gaston
Updated over a week ago

Getting Started Guides

Getting started using Proposify

A video overview of creating your first proposal and steps to begin automating your proposal process.

Written by Nick Gaston
Updated over a week ago

Getting Started: Building Your Account

Started a trial and don't know where to begin? Let's start by filling out your account details! Click here to learn more.

Written by Allan Duquette
Updated over a week ago

Getting Started: Adding Your Brand

Want to add your company’s touch to your Proposify account? Click here to learn how.

Written by Allan Duquette
Updated over a week ago

Getting Started: Building Your Content Library

You’ve set up your account, company, and user details. Now it’s time to build the perfect content library. Click here to learn more.

Written by Allan Duquette
Updated over a week ago

Getting Started: Tracking Your Metrics

Click here to learn about the ways Proposify helps you keep on top of your close phase.

Written by Allan Duquette
Updated over a week ago

Page Breakdowns

Page Breakdown: The Pipeline

Looking to see what our dashboard can do to help you sort your content? This article can help.

Written by Allan Duquette
Updated over a week ago

Page Breakdown: Client Preview

An overview of what your client preview page does and how to find it.

Written by Allan Duquette
Updated over a week ago

What your clients will see when they view your proposal

This shows you the various aspects of the client preview using a sample proposal. It shows you what clients can interact with.

Written by Kyle Racki
Updated over a week ago

How-To Guides

How-to: Create A Sell Sheet

Sell sheets are a great way to ace that first impression. Here’s a quick guide on how Proposify can help your sell sheet stand out.

Written by Allan Duquette
Updated over a week ago

How-To: Cook Up An Non-Disclosure Agreement In Proposify

Here’s a guide to using Proposify to whip up the perfect NDA.

Written by Allan Duquette
Updated over a week ago