Kyle Racki
CEO and co-founder of Proposify
Articles
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Stripe integration
Coming soon. The Stripe integration will enable users to collect payment right from the Proposify preview after a document is signed. For feedback and requests, reach out to product@proposify.com o...
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HubSpot integration
How It WorksThe integration establishes a two-way connection between Proposify and HubSpot that: Pushes document activity and status updates back to HubSpot, Syncs contact, company, and deal data f...
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Connecting CRM pricing data
Coming soon: Adding products and pricing from your integrated CRM to quotes in Proposify
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Creating pricing tables
Pricing tables help you present costs and services in a clear, professional format that clients can easily understand and interact with.Adding Pricing Tables to DocumentsFor complete instructions o...
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Inviting collaborators to documents
Need input from teammates who don't create documents regularly? Collaborator seats let you bring the right people into your document process without paying for full Proposify accounts. Inviting Col...
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Inline commenting
Inline Commenting enables teams to collaborate more effectively by allowing users to add contextual feedback directly on specific text within documents. This powerful feature transforms the review ...
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Document tracking and activity feed
Document Tracking gives you complete visibility into how recipients interact with your documents after they're sent. From the moment someone clicks your document link to when they complete their re...
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Adding signature blocks to documents
Signature blocks let you add electronic signature fields to your documents. You can add multiple signature blocks and assign them to specific people or leave them unassigned for general use.Accessi...
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Sharing documents by copying the link
Copying the document link is the most flexible way to share your documents. This method gives you complete control over how and where you send your document while automatically updating the documen...
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Linking accounts and contacts to documents
Assigning accounts and contacts to documents enables automatic variable population and streamlined sharing. While optional, these assignments make personalization and communication much more effici...