Copy & Pasting Text
Pasting text from programs like Word, Google Docs, Powerpoint
If you're just starting out in Proposify, odds are you already have a beautiful document already made. Why bother starting from scratch when you have perfectly good content right there? It's just a matter of copy/paste until everything's put together.
We do support copy/paste, but there are some things you may want to be aware of, first.
Clear formatting first
You can paste text from other websites and documents into Proposify. However, formatting code from other documents (aka MarkUp) can cause issues.
To avoid these issues, clear the markup from your text by pasting it in a plain-text editor first. Plain-text editors are programs you can type in with no text formatting.
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Copy the text from the original source.
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Open TextEdit (MacOS) or Notepad (Windows).
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Paste the text into your plain text editor.
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Highlight and copy again.
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Paste into a Proposify text box.
If you’re fluent in keyboard wizardry, you can skip these steps by pressing ctrl/cmd+shift+V on your keyboard instead of ctrl/cmd+v. This will paste in plain text.
We regularly make updates and changes to our editor to improve how copy/paste works. If your document breaks (page flow doesn't work or text becomes difficult to format), try the plain text approach. If it still doesn’t work, email support and include your document URL so we can fix that issue in a future release.
Paste One Page At A Time
When a new page flow page is created, we add a new text box and apply the pasted text to it. However, some text can get lost between the margins or the order of the pages can get jumbled.
When pasting a large doc (ex, terms and conditions), try to paste a page at a time to give Page Flow a chance to sort the content correctly.
Save some time by importing a PDF
If you've got whole sections already saved to a PDF and you don't need to edit too much text, you can use our PDF Import tool to add that to your account. This is great for contracts that don't require variables or pages that don't need to be edited too often.