You can now create a document by uploading a PDF. Each page of your PDF gets converted into an image, so you can bring an existing document into Proposify without rebuilding it from scratch.
This is especially handy if you already have a full document finished as a PDF and just want to get it into Proposify to add signatures and track views.
How It Works
When you upload a PDF, every page is converted into an image and added as a page in your new document. While the pages aren't editable yet, they import as images. The team is actively working on making pages editable in a future release.
Right now, PDF uploads only work when you're creating a new document. Uploading a PDF as a section inside an existing document isn't supported yet, but it's planned for a future phase.
Step-by-Step Instructions
Before You Begin
Make sure your PDF meets these limits:
- 20 pages maximum
- 6 MB maximum file size
If your PDF is larger than this, you'll need to split it or reduce the file size before uploading.
Uploading Your PDF
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Start creating a new document from the dashboard
- Choose the option to import from PDF
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Select your PDF file from your device by uploading or dragging and give it a name
- The import converts each page into an image and adds it to your new document
- Review your document once the upload finishes
Key Features and Benefits
Quick Document Creation
Skip rebuilding a document from scratch. If you already have a finished PDF, just upload it and you're ready to go.
Signatures and View Tracking
Once your PDF is uploaded as a document, you can add signatures and track views, just like any other document created in Proposify.
Simple Conversion
Each page converts automatically into an image, so there's no manual formatting work on your end.
FAQs
Can I edit the text on my uploaded PDF pages?
Not yet. Pages come in as images rather than editable content. The team is looking into adding editable pages in a future release.
How many pages can I upload?
Your PDF can have up to 20 pages.
Is there a file size limit?
Yes, your PDF file needs to be 6 MB or smaller.
Can I upload a PDF as a section inside a document I've already created?
Yes, you can. Inside the document editor, select the + button at the top of a section for the prompt to import a PDF as a section.
What's the main use case for this feature?
If you already have a complete document saved as a PDF and want to bring it into Proposify to add signatures and track views, this feature lets you do that without rebuilding the document.