Getting Started with Proposify: Complete Setup Guide

Welcome to Proposify! This comprehensive guide will walk you through everything you need to know to get your account set up and create your first professional document.

Let's dive into setting up your account for success.

Step-by-Step Setup Instructions

Account Creation and Workspace Setup

Creating Your Proposify Account

1. Navigate to the Proposify sign-up page
2. Enter your Email Address, Full Name, and create a secure Password
3. Click Create Account to proceed

Note: You can also sign up using your Google account for faster access.

Choosing Your Workspace Name. Your workspace name becomes your unique Proposify subdomain (e.g., yourcompany.proposify.com):

1. Enter your desired Workspace Name in the provided field
2. Preview how your URL will appear
3. Click Continue to confirm your selection

Tip: Choose a workspace name that reflects your company or brand, as this URL can be shared with clients and team members.

Content Setup Pathways

Template Selection For a fresh start with professional designs, choose "Just let me select a template":

1. Browse the Template Gallery featuring professionally designed document layouts
2. Preview templates by hovering over each option
3. Select your preferred template by clicking Choose This Template
4. Click Continue to Editor to begin customization

Profile Configuration

Setting Up Your Company Profile Complete your company information to ensure accurate document population:

[Image Placeholder: Company Information Form Screenshot]

1. Navigate to Settings > Company Information
2. Complete all relevant fields:
   • Company Name: Auto-populates in document templates
   • Address Information: Used in document headers and footers
   • Website URL: Creates clickable links in your documents
   • Industry and Company Size: Helps with template recommendations
3. Upload your Company Logo (recommended dimensions: 1000px by 1000px)
4. Click Save Changes

Why This Matters: Your company profile information automatically populates variables throughout your templates, ensuring consistent branding and saving time on document creation.

Adding Your First Contact Set up the recipient for your first document:

1. Go to Contacts in the main navigation
2. Click Add New Contact
3. Enter the contact's information:
   • Name and Email Address (required)
   • Company Name and Title
   • Phone Number and Address (optional)
4. Click Save Contact

This contact will be available when you're ready to send your first document.

Creating Your First Document

From the Document List

1. Navigate to your Documents page
2. Click the Create button
3. Select your configured template
4. The document editor opens with your template ready for customization

From the Template Editor

1. Go to Templates in your content library
2. Select your configured template
3. Click Edit Template to open the editor
4. Click Generate Document to create a new document from this template
5. Your new document opens ready for content customization

Key Benefits of using Templates

Template-Based Efficiency Templates serve as your document foundation, providing several crucial advantages:

• Brand Consistency: Maintain uniform design and messaging across all documents
• Time Savings: Skip repetitive setup and formatting tasks
• Content Reusability: Store and reuse approved content blocks
• Professional Appearance: Leverage professionally designed layouts

Common Questions

Do I need to set up a template even if I'm eager to create my first document? Absolutely! While you can technically skip template setup and go straight to document creation, we strongly recommend taking the time to configure at least one template first. Templates ensure brand consistency and save significant time on future documents. The initial investment in template setup pays dividends immediately.

What happens if I skip the initial content setup process? If you land directly on the document list without completing setup, you can still access the content configuration tools. Simply go to your Content Library and set up a template before creating documents. This ensures you maintain the same professional standards and efficiency benefits.

Can I change my workspace name after account creation? Yes, workspace names (subdomains) can be changed after initial setup. To change it, go to settings > company info.

What file formats can I upload during the content import process? Currently, the system accepts PDF files for existing document imports. The platform analyzes these files to understand your content structure and formatting preferences. It doesn't import them directly into Proposify, it uses them as a source to generate a proposal from.

How do company profile variables work in templates? When you complete your company and user profile, you can then use variables in templates and documents that pull that data in, such as [user.company] that automatically populate in your templates. This means updating your profile once updates all documents using those variables. Learn more about variables here.

Related Resources

• Template Customization: Techniques for personalizing your document templates
• Document Editor Basics: Getting familiar with Proposify's editing tools and features
• Brand Settings: Deep dive into customizing colors, fonts, and design elements

Need Additional Help? Our support team is here to assist with any questions during your setup process. Contact us through the in-app chat or visit our comprehensive help center for additional resources and tutorials.

Getting started with Proposify sets the foundation for creating impressive, professional documents that help you win more business. Take the time to complete each setup step thoroughly—your future self will thank you for the streamlined workflow and consistent results!