Kyle Racki
CEO and co-founder of Proposify
Articles
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Pipedrive integration
The Pipedrive integration establishes a two-way connection between Proposify and Pipedrive that: Pushes document activity and status updates back to Pipedrive, Pulls contact, company, and deal data...
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Signature completion notifications
The document creator will receive an email notification when all the signatures on a document have been completed and the document is marked as "won". We are soon implementing notifications for wh...
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Saving and Importing Sections from the Content Library
Sections are the building blocks of your documents. When you create a section you're proud of, save it to your content library so you can reuse it across multiple documents. This keeps your content...
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Using the preview mode
Preview mode shows exactly how your document will appear to recipients. This view helps you review your document's presentation and test interactive elements before sending. What Recipients See Doc...
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Uploading and Importing Images from the Content Library
Keep your team's visual assets organized and accessible with the image library. Upload photos, logos, graphics, and other images once, then use them across all your documents. This ensures brand co...
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Keyboard shortcuts and hotkeys
We currently don't have keyboard short cuts set up yet, however if you are editing text in a textbox you can use the following:Copy text: control+C (Windows) / command+C (Mac) Cut text: control+X (...
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Tax configurations
Need to add HST, VAT, or other taxes to your pricing tables? The tax row type lets you add any kind of tax calculation automatically. You can set it as a percentage of your subtotal, a flat fee, or...
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Organizing documents with folders
Folders are now available in the document list, replacing the previous streams functionality. They give you a flexible way to group and manage your documents and library assets in one place.Folders...
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Using auto-alignment for perfect block positioning
Creating visually balanced documents just got a whole lot easier! Proposify's auto-alignment feature takes the guesswork out of positioning content blocks, helping you achieve that perfectly polish...
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Discounts
Apply discounts to your pricing tables to show price reductions, special offers, or negotiated rates. Discount settings automatically calculate reductions from your subtotal amounts. Discount Cell ...