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Kyle Racki

CEO and co-founder of Proposify

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Recent activity by Kyle Racki
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  • Login and access problems

    1. Troubleshooting
    2. Troubleshooting

    Whether you're a returning user who forgot their password, a new user creating their first account, or someone looking to streamline their login process with Google authentication, this comprehensi...

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    • 1 follower
    • 0 comments
    • 0 votes

  • Common error messages and solutions

    1. Troubleshooting
    2. Troubleshooting

    In-app ModalsProposify uses a colour-coded modal system to communicate different types of errors and notifications, each colour represents a specific category of issue:Green Modals indicate applica...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Single Sign-On setup

    1. Account Management
    2. SSO

    Proposify offers the ability to use Salesforce, Okta and Azure as Identity Providers by utilizing a managed Connected App. This feature is available on our business plan: if you are on this plan al...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Managing Seats and Users in Your Account

    1. Account Management
    2. Users Management

    Understanding How Seats WorkHere's what you need to know: seats control your billing, users fill those seats. Think of it like buying tickets to a show—you pay for the seats whether someone sits in...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Subscription plans and pricing

    1. Account Management
    2. Billing and Subcription

    Proposify offers three plans designed to grow with your business. Whether you're just getting started or running a large sales team, we've got you covered. Here's what each plan includes and how to...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Company profile setup

    1. Account Management
    2. Account Setup

    Company info is the place to go for updating information relating to your company. You can access it by clicking Settings in the left-hand menu and selecting Company info.From setting up your compa...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Flows automation

    1. Integrations & Automations
    2. Automation

    OverviewFlows brings automation to Proposify, helping you streamline repetitive tasks and keep your document process running smoothly. Using simple "if this, then that" logic, you can create automa...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Slack notifications

    1. Integrations & Automations
    2. Other

    Coming soonSlack Integration is coming to Proposify to bring your document notifications directly into your team's workspace. This integration will connect with our workflow automation builder, let...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • File storage connections

    1. Integrations & Automations
    2. Other

    Coming soon

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Zapier integration

    1. Integrations & Automations
    2. Other

    Beta AccessZapier Integration is in Beta, available to New Proposify today. To access the beta, go to "Integrations" and find Zaper 3.0.  Available Triggers & ActionsProposify Triggers Automaticall...

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    • 2 followers
    • 1 comment
    • -1 votes