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Quick Guide to Proposify
Quick Guide to Proposify
How to get started using Proposify
10 articles in this collection
Written by
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
Allan Duquette
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
Allan Duquette
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
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