Our dashboard has gotten a refresh: welcome to our Document List!
Check out our new look and features!
If you have Proposify 3 beta documents in your account, they will have the blue beta bubble before the document name to differentiate between the new documents and our current editor documents.
Filters
The status filter bar is at the bottom of the page where you can easily identify which status you'd like to look at.
The chosen filter will be highlighted in blue, with a checkmark to the left of the status name:
You're able to select multiple status options, by clicking on each one you'd like to view. To remove a status from view, simply click on the highlighted status to remove it from the filter.
Create a New Document
The new document button is located at the top left: clicking on this button will bring you to the document editor:
Document Details
A quick overview of the document details can be viewed to the right of the document name and client, and they too have a fresh new look.
Document Name and Client
The document name will be the initial title of the row and bolded, while the client company name will be displayed directly below it:
Date and Initials
The date that is displayed, relates to the date the document was created, while the initials signify the user that created the document:
Status
The document status bubble is the last in the row and shows the document is status. This also corresponds with the filter at the bottom of the page:
With Proposify 3, you'll see Draft, Won, Sent and Lost:
Archives
To access your archived documents, the button is now directly below documents. Clicking archives will take you to the archive page, where you can fully delete any existing editor documents.
Trash
Under Documents (the default page view), you'll notice Trash:
This allows you to place documents in the trash, which will automatically be deleted after it has been in the bin for more than 30 days:
If a beta document is deleted from the document list, a small popup will display in the lower-left corner of the page:
Inside of Trash, you can manually empty the trash with the button at the top:
Once documents have been deleted, they're gone forever!
If you see a document that was accidentally placed in the trash, you can restore it! With your cursor, on the right side of the row (near the initials and status), hover to see the Restore option pop-up:
Selecting restore will push the document back into your document list, in the same status.
Duplicating a Proposify 3 Document
To duplicate a document, hover your cursor over the right side of the document, near the status. A duplicate option will pop up, and once you select that, a duplicated version will appear in the document list:
For now, when the document is duplicated it will populate at the top of the document list. After a refresh, the document name will populate with Copy of before the document title. There won't be a client attached to the document, however - this needs to be added manually.
The document list order goes by the most recently created!
Insights
From the Document List, you're able to quickly take a look at a specific documents' insights, by selecting the insights button on hover:
After clicking on insights, a side container will open that will show insights to help you gauge client interest, determine optimal follow-up timing, and refine your proposal strategy for better results:
Share Feedback
Arguably the most important part of the document list is the Share Feedback button:
This will open a quick pop-up:
We love hearing what you have to say, and that includes the good and the bad - feedback is the best way for us to continuously improve!