Proposify

Knowledge base

• Quick Guide to Proposify

  How to get started using Proposify

  • Adding Your Brand
  • Building Your Account
  • Building Your Content Library
  • Creating a Non-Disclosure Agreement In Proposify
  • Creating a Sales Document
  • How-to: Create A Sell Sheet

  See all 14 articles

• Customize Your Account

  Customize your Account

  • Add Fonts To Your Library
  • Approval Workflow
  • Assign Roles to Users
  • Branded URL
  • Client Preview - Branding Your Proposal Page
  • Client Preview Defaults

  See all 25 articles

• Content Creation

  Tables

  • Adding, Moving and Deleting Rows
  • Adopting the New Pricing Tables: Best Practices
  • Anatomy of a Pricing Table
  • Choosing currency
  • Converting Your Tables
  • Custom Row Styling

  See all 27 articles

  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

  See all 22 articles

  Content Creation

  • Add Prospects
  • Editing Styles and Formatting
  • Element Locking
  • Element Rotating
  • Folders
  • Input Forms - How to Fill Them

  See all 18 articles

  Your 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

  See all 10 articles

• Send, Sign, and Track Your Proposals

  Send, Sign, and Track Your Proposals

  • Archiving Your Documents
  • Attach Files to Document
  • Commenting and Mentions
  • Delete Documents
  • Document Presentation Mode
  • Document Settings

  See all 13 articles

  Signatures

  • Adding Signatures To Your Proposal
  • Signing Your Document
  • Track Signature Details
  • Tracking Your Signatures
  • Unassigned Signatures

  Client Previews

  • Client Preview Settings - General Settings
  • Client Preview Settings - Hierarchy
  • Client Preview Settings-Display Settings
  • Client Previews - FAQ

  Client Activity and Metrics

  • Audit Trails
  • Metrics
  • Proposal Activity Feed
  • Reports

• Link and Manage Integrations

  Salesforce

  • Customizing Your Salesforce Integration
  • Field Mapping
  • Installing Salesforce through Proposify
  • Link Documents To A Salesforce Opportunity
  • Link Your Salesforce Account To Proposify
  • Salesforce

  See all 12 articles

  Hubspot

  • Hubspot - Creating and Customizing Your Integration
  • HubSpot - Linking Deals to Proposals in Proposify
  • HubSpot - Using Proposify Within HubSpot

  Zapier

  • Zapier
  • Zapier - FAQs

  Chat Widgets

  • Chat Widgets
  • Finding Your Site ID In Drift
  • Finding Your Site ID In Intercom
  • Finding your Site ID in Olark

  Other Integrations

  • Basecamp 3
  • Freshbooks
  • Gong
  • Importing Contacts From Your Integration
  • Pipedrive
  • Quickbooks Online

  See all 8 articles

• Manage Your Account

  Manage Your Account

  • Add Seats To Your Plan
  • Assigning Permissions to Your Content
  • Cancel Your Account
  • Change Your Invoice Email
  • Change your password
  • Change Your Plan

  See all 14 articles

• Recovering Lost Content

  Recovering Lost Content

  • Recover A Deleted Section
  • Recover a Lost Template
  • Recover An Archived Proposal
  • Recovering a Lost Fee
  • Recovering a Lost Snippet

• General

  Proposify App: Android

  • Android App: Sending your proposal
  • Navigating the Android App
  • Proposify Android App How-To: Leave A Comment
  • Proposify Android App How-To: Log Out
  • Proposify Android App: Add/Edit Clients
  • Proposify Android App: Clients

  See all 13 articles

  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?

  See all 24 articles

  Latest Proposify Release Notes

  • December 2021
  • November 2021

  Latest Salesforce App Exchange Release Notes

  • Version 1.52