Kyle Racki
CEO and co-founder of Proposify
Articles
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Plan upgrades and downgrades
If you’re an existing user, you can update your plan with a few clicks.Once in your billing page, it will show your current subscription. Click Manage Subscription to change your plan: If you're u...
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Automated follow-ups
Coming soonAutomated Follow-Ups are coming to Proposify to help you stay connected with clients without the manual work. This feature will automatically send follow-up messages to clients based on ...
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Aspire integration
Aspire connects to Proposify using our new Automations to enable linking Proposify documents to records in Aspire, allowing you to insert fields and display pricing from Aspire in Proposify. This i...
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Unassigned signatures
To add a general signature block: In the signatures panel, locate the Signature block marked "Unassigned" Drag this block onto your document canvas Position it where you need a signature Unassign...
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Saving a document to the library
OverviewSaving as a Template allows the ability to transform any existing document into a reusable template, saving time and ensuring consistency across your team. Instead of recreating the same do...
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Document search and filtering
Got a lot of documents? No problem. Use search and filtering to find exactly what you're looking for in seconds. Whether you remember the client name, document title, or just the status, we've got ...
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Adding and managing video blocks
Video blocks let you embed videos directly into your documents from popular hosting platforms. Here's how to add and configure video content in your Proposify documents.Adding Video Blocks to Your ...
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Adding and managing media in documents
Visual content makes your documents more engaging and helps communicate your message effectively. Proposify supports two main media types to enhance your documents.Media TypesImages Add photos, gra...
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Migrating from Proposify Legacy (2.0) to New Proposify (3.0)
Ready to upgrade to New Proposify? The migration process lets you move your templates while keeping your Legacy account fully functional, so you can transition at your own pace.Need help? Email our...
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Shape blocks
Shape Blocks allow you to add visual design elements to your documents with dedicated shape tools. This feature provides three distinct shape types; Square, Circle, and Triangle. Shape blocks enhan...