Kyle Racki
CEO and co-founder of Proposify
Articles
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Email delivery troubleshooting
If your recipient says they aren't getting emails being sent from Proposify, first ask them to check their junk or spam folder. Documents from Proposify are sent from an @proposify.com address with...
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Integration connectivity problems
If you're attempting to set up an integration but run into a connection problem, here are some common errors and solutions.No ResultsWhat This Error MeansWhen linking an integration in the editor, ...
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Login and access problems
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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Common error messages and solutions
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...
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Single Sign-On setup
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...
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Managing Seats and Users in Your Account
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...
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Subscription plans and pricing
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...
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Company profile 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...
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Flows 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...
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Slack notifications
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...