Kyle Racki
CEO and co-founder of Proposify
Articles
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Invoice history and downloads
Looking for an invoice? Instead of searching through your emails, you can easily find it in your Proposify account. Simply navigate to Settings in the left-hand menu and click on Billing to access ...
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Conditional notifications
Conditional Notifications help you stay informed about what matters most. This feature will let you set up smart notifications that trigger only when specific conditions are met, so you get the rig...
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Microsoft Dynamics integration
The Proposify integration with Microsoft Dynamics is focused on syncing data from Dynamics and linking it to Proposify documents.This integration will allow accounts to: Pull in any field from you...
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Mapping CRM fields to Proposify
Integrating your CRM with Proposify allows you to pull live field data directly into your documents and templates. Follow the steps below to get connected and configure your fields.Connect Your CRM...
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Table formatting and styling
Control the visual appearance of your pricing tables through comprehensive styling options that ensure consistency and professional presentation. Accessing Table Style Settings Opening Style Contro...
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Assigning signatures
To create a signature block for a specific person:In the signatures panel, find the "SIGNATURES FOR" dropdownEither select an existing contact or type a new name/email addressA colored signature bl...
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Adding table blocks to documents
Tables help you present information in a clear, organized format that's easy for your prospects to understand and compare. Whether you're displaying service packages, project timelines, or detailed...
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Adding and managing sections
Think of sections as the chapters in your business story—each one focused on a specific topic that guides your reader through your offering. Whether you're introducing your company, outlining servi...
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Turning off identify to view
By default, Proposify requires viewers to identify themselves with their email address before accessing your documents. This setting can be disabled for specific documents when you need anonymous v...
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Expiring Documents
Document Expiry lets you set automatic expiration dates for shared document links, blocking the preview after once the document is expired. This gives you full control over how long your document a...