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  1. Proposify 3.0
  2. Creating & Editing Documents

Creating & Editing Documents

Master Proposify's document editor with guidance on customizing templates, adding interactive elements, formatting content, and using advanced editing features.

Editor

  • Introduction to the Proposify editor
  • Working with text formatting and styles
  • Adding and managing sections
  • Adding and managing media in documents
  • Saving and auto-save functionality
  • Using the preview mode
  • See all 7 articles

Blocks

  • Adding text blocks to documents
  • Adding and Managing Images
  • Adding table blocks to documents
  • Adding and managing video blocks
  • Shape blocks
  • Adding signature blocks
  • See all 8 articles

Fields

  • Contact fields
  • Linking accounts and contacts to documents
  • Custom fields
  • Mapping CRM fields to Proposify

Variables

  • Adding variables in documents
  • Managing variables in your document
  • Understanding variable categories
  • Pull data from CRMs into variables

Design

  • How to theme your templates and documents
  • Document margins and background
  • Choosing fonts

Content Library

  • Managing assets in the content library
  • Templates Quick Guide
  • Saving a document to the library
  • Saving sections to the library
  • Creating reusable text snippets
  • Importing content from external sources
  • See all 10 articles

Forms

  • Adding forms to documents

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