Welcome to Proposify Help
Find articles to help answer your Proposify questions
Search
Knowledge Base
-
Quick Guide to Proposify
Build a stellar Proposify account.
-
General
FAQs
-
Customize Your Account
Tailor your Proposify account to your brand’s image.
-
Content Creation
Make winning sales documents. Click here for Editor help!
-
Send, Sign, and Track Your Proposals
Create a document, send it, and track your sales progress.
-
Automations
Docs for Proposify's Automations and the Workflow Builder
-
Link and Manage Integrations
Connecting your CRM or Accounting Software
-
Manage Your Account
Update your payment details or change your billing email
-
Recovering Lost Content
How to recover lost content.
-
Updates
All updates and release notes can be found here.