Kyle Racki
CEO and co-founder of Proposify
Articles
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Salesforce integration
How It WorksThe integration establishes a two-way connection between Proposify and Salesforce that: Pushes document activity and status updates back to Salesforce, Syncs contact, company, and deal ...
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Document analytics
Document analytics reveal how recipients engage with your content, providing valuable insights into viewing patterns, time spent, and section popularity. These metrics help you understand what reso...
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Sending documents by email
Proposify's built-in email system lets you send documents directly from the platform with professional email composition tools and automatic delivery tracking. Accessing Email Sharing Opening the E...
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Adding and Managing Images
Images bring your documents to life and help communicate your message visually. Whether you're showcasing your work, illustrating concepts, or adding branded elements, Proposify makes it easy to ad...
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Working with text formatting and styles
Proposify uses a structured approach to text formatting that combines the familiarity of traditional word processing with the consistency and power of professional design systems. This means you ge...
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First-time setup checklist
Congratulations on joining Proposify! You're about to transform how you create and send professional documents. This checklist will guide you through the essential setup steps that turn new users i...
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New Proposify (3) vs Legacy Proposify (2) - What's the difference?
In May 2025, we released Proposify 3 in beta. It is a completely new version of Proposify when it comes to documents, content library, and editing, although it currently shares some of the same pag...
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Understanding variable categories
Proposify organizes variables into three main categories, each serving different purposes and drawing information from different sources within your account. Document Variables These variables pull...
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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
Coming soonConditional Notifications are coming to Proposify to help you stay informed about what matters most. This feature will let you set up smart notifications that trigger only when specific ...