Document list overview

The Document List is your home base in Proposify—it's where you'll manage all your documents, track their progress, and stay organized. Think of it as your command center for everything document-related.

Quick Navigation

Here's what you can do from your document list and where to find detailed guides:

Getting Started with Documents:

• Creating New Documents from Scratch - Start fresh with a blank document
• Using Document Templates - Speed up your workflow with pre-built templates

Finding and Managing Documents:

• Document Search and Filtering - Locate documents quickly
• Duplicating and Cloning Documents - Make copies for similar projects
• Organizing Documents with Folders - Keep everything tidy

Advanced Document Management:

• Archiving and Deleting Documents - Clean up your workspace
• Document Versioning and History - Track changes over time
• Document Permissions and Access Control - Control who sees what

Key Features at a Glance

Status Filtering Made Simple The status filter bar sits at the bottom of your page for easy access. Click any status to see those documents—you'll notice your selection highlighted in blue with a checkmark. Want to see multiple statuses? Just click additional ones. To remove a filter, click the highlighted status again.

Available document statuses:

• Draft
• Sent
• Viewed
• Won
• Lost

Creating New Documents Look for the New Document button at the top left of your screen. One click takes you straight to the document editor to start building.

Understanding Document Details Each document row shows you the essentials:

• Document Name: Bold title at the top
• Client Company: Listed directly below the document name
• Creation Date: When the document was first created
• Creator Initials: Who built the document
• Status: Current document stage (matches your filter options)

Archives Access Find your archived documents by clicking Archives directly below the main Documents section. This is where you can permanently delete older documents if needed.

Trash Management Your documents get smart protection with our Trash feature (located under Documents). Here's how it works:

• Deleted documents go to Trash instead of disappearing immediately
• Documents auto-delete after 30 days in trash
• You'll see a confirmation popup when documents are trashed
• Empty Trash button lets you clear everything manually
• Restore option appears when you hover over trashed documents

Remember: Once documents are permanently deleted, they're gone forever!

Document Duplication Making copies is simple—hover over the right side of any document row near the status area. Click Make a Copy when it appears. Your duplicate will show up at the top of the list (documents are ordered by most recently created). After a page refresh, you'll see "Copy of" added to the document title. Note: You'll need to manually assign a client to the new copy.

Getting Help

Each feature has its own detailed guide linked above. For general questions about navigating your document list, our support team is here to help.

The document list is designed to keep you organized and productive—explore the linked guides above to master each feature and streamline your workflow.