Kyle Racki
CEO and co-founder of Proposify
Articles
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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 ...
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Creating reusable text snippets
Proposify's Snippets allows users to save text block contents to the content library and quickly reuse them across different documents. This feature streamlines document creation by providing insta...
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Locking blocks on the canvas
OverviewLocking Blocks is a straightforward way to protect specific elements on your page from accidental edits or deletion. When a block is locked, its content stays exactly as intended, giving yo...
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Interactive pricing: editable quantities and optional Items
Make your pricing tables interactive by allowing clients to adjust quantities and choose optional items directly in your document. These features let prospects customize their packages and see real...
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Importing content from external sources
This functionality doesn't yet exist in the new Proposify but is coming out shortly.
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Renaming Column Headers
Customize column headers to match your specific business terminology and make tables more relevant to your services or products. Editing Column Headers Renaming Headers: Click directly on any colu...
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Sharing content across teams
This functionality doesn't yet exist in the new Proposify but is coming out shortly.
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Manual Totals
Override automatic table calculations by entering custom total amounts directly in the document header. This feature is useful for negotiated pricing, package deals, or when you need totals that di...
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Content library permissions
This functionality doesn't yet exist in the new Proposify but is coming out shortly.
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Choosing Decimal Places
Control how currency values display in your pricing tables by setting the number of decimal places for all monetary calculations. Accessing Decimal Settings Finding Decimal Controls: Select your p...