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Melissa Gunn

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Latest activity by Melissa Gunn
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    Melissa Gunn created an article,

    Page Flow Section

    Page flow sections are similar to Microsoft Word or Google Docs. They have a uniform text box on every page. Whenever your text or inline content runs over the borders of that text box, a new page...

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    Melissa Gunn created an article,

    Static Section

    When creating a new section from scratch, you're given the option to choose one of two different kinds of sections: Static sections are a blank canvas that allows you to show off your design flai...

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    Melissa Gunn created an article,

    Installing Salesforce through Proposify

    Installing Salesforce Through Proposify What access does this bring? The Salesforce integration in Proposify The Salesforce Managed Package -> found through Salesforce App Important Questio...

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    Melissa Gunn created an article,

    Update: New Pricing Tables

    We’re making some updates to one of our biggest features. Have some questions? Click here for answers! Proposify’s pricing tables have arrived! We’ve been working for a long time on this and we’...

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    Melissa Gunn created an article,

    Fee Types

    Once your table is created and formatted the way you'd like, all that's left is to add your fees. We have six different kinds of fees to use. This page is a quick guide on each fee and how they're ...

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    Melissa Gunn created an article,

    Proposify Android App How-To: Add/Edit Clients

    You can add or edit existing clients in your account by going to the Clients page, found on the left-hand hamburger menu:  Adding Clients You can add a client to your account by tapping the "+" bu...

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    Melissa Gunn created an article,

    Proposify Android App How-To: Leave A Comment

    The Proposify Android app has tools that can aid in collaboration even while on the go. Here's a quick guide on how to comment on a proposal, or reply to a comment. Leaving a comment To leave a com...

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    Melissa Gunn created an article,

    Proposify Android App How-To: Log Out

    You've got two devices at the ready and you're ready to close some more deals. Unfortunately, to prevent security breaches in your account, we only allow you to be logged in to one device with the ...

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    Melissa Gunn created an article,

    Android App: Sending your proposal

    To send your proposal, you'll need to get to the proposal's snapshot page. You can reach that from the Pipeline page by tapping on the proposal:  Once you're in the proposal's Snapshot page, tap t...

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    Melissa Gunn created an article,

    Proposify Android App: Proposal Snapshot

    Tapping on a proposal from the pipeline or clients page will bring you straight to the proposal's Snapshot. The Snapshot gives you an overview of your proposal, with the ability to edit settings an...