Kyle Racki
CEO and co-founder of Proposify
Articles
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Document margins and background
Control your document's layout and visual foundation through margin and background settings available in both template and document editors. Accessing Style Settings In Template Editor: Find Templ...
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Choosing fonts
Font selection significantly impacts your document's professional appearance and brand consistency. Proposify provides access to 799 fonts from Google Fonts, which you can selectively enable to kee...
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Adding variables in documents
Variables are one of those features that seem simple on the surface but deliver huge time savings once you start using them. Think of variables as smart placeholders that automatically pull in info...
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Adding text blocks to documents
Text blocks are the foundation of your document content, giving you complete control over how your written message appears and flows. Whether you're crafting compelling introductions, detailed serv...
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Getting Started with Proposify: Complete Setup Guide
Welcome to Proposify! This comprehensive guide will walk you through everything you need to know to get your account set up and create your first professional document.Let's dive into setting up yo...
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Adding, Duplicating, and Deleting Rows and Columns
Managing your table structure is straightforward with the dedicated row and column controls that appear when you select table elements. These tools let you quickly expand, duplicate, or remove part...
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Adding forms to documents
Forms are not yet available in New Proposify
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Managing variables in your document
The variables panel in the right sidebar gives you a clear view of what variables you're using and helps you stay organized as you build more sophisticated documents. Accessing the Variables Panel:...
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Custom fields
Custom fields enable you to capture document-specific information, such as purchase order numbers or contract start dates, that your team fills out on a per-document basis. Here's how to set them u...
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Approval workflows
Coming soonApproval Workflows are coming to Proposify to streamline your document approval process. This feature will let you set up automatic approval chains that route documents to the right peop...