You may have heard rumblings of a new version, and we are happy to introduce our beta version of Proposify 3!
The latest version is being built with you, the user in mind. From an intuitive yet simplified design, you’ll be creating and sending out winning documents quickly and efficiently.
While this is still in beta we value your feedback, and would love to hear about what you think of things so far - truly!
Click here to sign up for the wait list.
Editor
The most anticipated update with Proposify 3, is our editor.
Proposify 3's Editor comes equipped with the fundamentals you’ve come to know, and an addition of some incredible helpers that make adding your content and brand a smooth experience.
Ready to see it in action? Take a look at this video for a quick overview!
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Once you land in the editor, you'll see a fresh new layout and design.
At the top, you're able to rename the document, see the status of the document, if there is a value, and the ability to preview or send, and below that, you can find the formatting toolbar:
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To the right, you'll see the main side panel - the first tab will display the Document Settings in which you can set up who the document is being sent to and what user it's being sent from:
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Inside the document settings, you can also adjust the Document Style, which includes page margins, orientation and adding in a background colour:
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Below the document settings tab, is the tab for Content Blocks - text blocks, image blocks and table block:
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Finally below the content block tab, is our Signature Block tab, where you can drag and drop the necessary blocks onto your canvas:
Content Creation
Don't let the blank canvas intimidate you - with the combination of our editor fundamentals and helpers, you'll have a vibrant document in no time.
Helpers
The editor Helpers will take less stress off building your documents with a simplified canvas, visible alignment tools, smart margins and more.
If you'd like to find out more about the helper features, you can visit our Helpers article.
Fundamentals
No editor can be complete with the proper fundamentals and ours is no exception. Our new editor takes on a content block approach, removing the different sections (say goodbye to page flow and static sections) and replacing them with an infinite canvas and giving back the ease of creating visually appealing documents.
If you'd like to find out more about the fundamental features, you can visit our Fundamentals article.
Document List
Our Document List has also been upgraded alongside our editor! You'll be able to see both current and Proposify 3 versions (differentiated by the blue beta symbol):
To learn more, check out what's new in our Document List article.
Content Library
The Content Library in Proposify 3 is also getting some extra attention - this will be the home for all of the assets on the account, from images to templates. Like our editor, this is also in the Beta stage, and only functional with the new editor:
Templates
Similar to our current editor, templates are still the building block for creating efficient and eye-catching documents. In Proposify 3, templates will be considered an asset that you can add and edit from within the content library:
You can check out the Content Library article to see what's new, and how to get started creating a template for Proposify 3!