Launch your Proposify account

• Getting Started with Proposify: Complete Setup Guide
• Migrating from Proposify Legacy (2.0) to New Proposify (3.0)
• First-time setup checklist

Editor

• Introduction to the Proposify editor
• Working with text formatting and styles
• Adding and managing sections
• Adding and managing media in documents
• Saving and auto-save functionality
• Using the preview mode
• See all 7 articles

Blocks

• Adding text blocks to documents
• Adding and Managing Images
• Adding table blocks to documents
• Adding and managing video blocks
• Shape blocks
• Adding signature blocks
• See all 8 articles

Fields

• Contact fields
• Linking accounts and contacts to documents
• Custom fields
• Mapping CRM fields to Proposify

Variables

• Adding variables in documents
• Managing variables in your document
• Understanding variable categories
• Pull data from CRMs into variables

Design

• How to theme your templates and documents
• Document margins and background
• Choosing fonts

Content Library

• Managing assets in the content library
• Templates Quick Guide
• Saving a document to the library
• Saving sections to the library
• Creating reusable text snippets
• Importing content from external sources
• See all 10 articles

Forms

• Adding forms to documents

Pricing Table

• Creating pricing tables
• Adding, Duplicating, and Deleting Rows and Columns
• Table formatting and styling
• Row Types
• Column Types
• Currency
• See all 12 articles

CRM Price Mapping

• Connecting CRM pricing data

Pricing Library

• Pricing library

Payments

• Capturing payments from buyers

Sending

• Sharing documents by copying the link
• Sending documents by email
• Turning off identify to view
• Expiring Documents
• Sending emails from your own address

E-Signatures

• Adding signature blocks to documents
• Assigning signatures
• Unassigned signatures
• Signature reminders and follow-ups
• Signature completion notifications

Tracking Documents

• Document tracking and activity feed
• Document analytics

Managing Documents

• Document list overview
• Document search and filtering

Negotiating

• Inline commenting

Collaborating

• Inviting collaborators to documents

CRMs

• HubSpot integration guide
• Salesforce integration
• Microsoft Dynamics integration
• Aspire integration
• Zoho integration
• Pipedrive integration

Payments

• Stripe integration

Invoicing

• Quickbooks

Automation

• Workflow automation
• Approval workflows
• Conditional notifications
• Automated follow-ups

Other

• Slack notifications
• File storage connections
• Zapier integration

API

• Proposify API

Account Setup

• Changing the account owner
• Company profile setup
• Change your password

Users Management

• Managing Seats and Users in Your Account
• Collaborator Users
• Team organization with user groups
• User roles and permissions

Billing and Subcription

• Subscription plans and pricing
• Billing
• Invoice history and downloads
• Plan upgrades and downgrades
• Payment method updates
• Cancellation and refunds

Workspaces

• Adding additional workspaces

SSO

• Single Sign-On setup

FAQs

• Contact support options

Troubleshooting

• Mobile app issues
• Email delivery troubleshooting
• Login and access problems
• Common error messages and solutions