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Quick Guide to Proposify
Build a stellar Proposify account. -
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. -
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. -
General
You'll find our FAQs and Release Notes here!
Proposify
Knowledge base
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Quick Guide to Proposify
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Customize Your Account
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Content Creation
Tables
- Adding/Moving/Deleting Rows
- Adopting the New Pricing Tables: Best Practices
- Anatomy of a Pricing Table
- Choosing currency
- Converting Your Tables
- Custom Row Styling
Editor Tools
- Client Input Forms
- Client Input Forms: Collecting Payment Details
- Deleting A Page In the Editor
- Edit Images
- Editing Your Type Styles
- Grid Mode
Content Creation
See all 19 articlesYour Content Library
- Add Fees to the Pricing Library
- Folders - Waterfall Permissions
- Image Library
- Importing Sections To Your Proposal
- Page Flow and Static Sections
- Saving a proposal as a template
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Send, Sign, and Track Your Proposals
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Link and Manage Integrations
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Manage Your Account
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Recovering Lost Content
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General
Proposify App: Android
- Android App: Sending your proposal
- Navigating the Android App
- Proposify Android App How-To: Add/Edit Clients
- Proposify Android App How-To: Leave A Comment
- Proposify Android App How-To: Log Out
- Proposify Android App: Clients
FAQ
- Account Creation - Troubleshooting and FAQs
- Can clients view archived proposals?
- Can I customize my document's date and price formatting?
- Can I import my proposal from somewhere else?
- Can I make a table of contents?
- Can I Move Pages Between Sections?
Latest Proposify Release Notes
Latest Salesforce App Exchange Release Notes