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Melissa Gunn

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Articles

Recent activity by Melissa Gunn

  • What are your security precautions?

    Security Overview At Proposify, we take your security and privacy seriously. We implement a variety of industry-standard security measures to protect your data and ensure that your interactions wit...

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  • Invite Users To Proposify

    A guide on adding someone to your team. Selling the perfect product is not a one-man job. To make any business succeed, you’ll need help.  To add a user, go to the Users page by selecting Users fro...

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  • Sending from your own email address

    Wondering how to send your documents from your own email address? Here is a quick how-to guide on setting that up. By default when you send an email through our system to a client, it'll be sent fr...

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  • Troubleshooting SPF and DKIM validation issues

    Having issues validating your email for sending through Proposify? Take a look over here for more information. Common SPF issues: SPF, or Sender Policy Framework, is used to verify that Proposify i...

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  • Hello, how can I reach someone?

    The knowledge base is a great resource for many answers, but we can't anticipate every question. What's more, some questions require some extra effort in order to get an answer. If that's the case,...

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  • Document Status

    Just like your sales workflow, your sales documents have their own lifecycle around your customer. Proposify has a list of proposal statuses that help you see exactly where your document is in rela...

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  • 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 Question...

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  • Page Setup

      Looking to update the page layout of your sales document? Click here to see how to update margins and orientation. Sales documents come in all shapes and sizes. Should they be long? Wide? I...

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  • Styles and Formatting

    Not every document is the same. Here’s a guide on how to change the styles and formatting of your document to make your document different. Not weird. Just different. Your branding is important for...

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  • Template Best Practices and FAQ

    Best Practices Know when to make a template Templates are most effective when used to support projects that you work on regularly. Consider the kinds of projects you pitch most often. For example, ...

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