Kyle Racki
CEO and co-founder of Proposify
Articles
-
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...
-
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...
-
Salesforce integration
How It WorksThe integration establishes a two-way connection between Proposify and Salesforce that: Pushes document activity and status updates back to Salesforce, Syncs contact, company, and deal ...
-
Document analytics
Document analytics reveal how recipients engage with your content, providing valuable insights into viewing patterns, time spent, and section popularity. These metrics help you understand what reso...
-
Sending documents by email
Proposify's built-in email system lets you send documents directly from the platform with professional email composition tools and automatic delivery tracking. Accessing Email Sharing Opening the E...
-
Adding and Managing Images
Images bring your documents to life and help communicate your message visually. Whether you're showcasing your work, illustrating concepts, or adding branded elements, Proposify makes it easy to ad...
-
Working with text formatting and styles
Proposify uses a structured approach to text formatting that combines the familiarity of traditional word processing with the consistency and power of professional design systems. This means you ge...
-
First-time setup checklist
Congratulations on joining Proposify! You're about to transform how you create and send professional documents. This checklist will guide you through the essential setup steps that turn new users i...
-
New Proposify (3) vs Legacy Proposify (2) - What's the difference?
In May 2025, we released Proposify 3 in beta. It is a completely new version of Proposify when it comes to documents, content library, and editing, although it currently shares some of the same pag...
-
Understanding variable categories
Proposify organizes variables into three main categories, each serving different purposes and drawing information from different sources within your account.Document VariablesThese variables pull i...