Kyle Racki
CEO and co-founder of Proposify
Articles
-
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...
-
Column Types
Different column types handle specific data and calculations in your pricing tables. Understanding these types helps you create tables that calculate correctly and present information clearly. Acce...
-
Managing assets in the content library
Creating Assets Directly in the Library Sometimes you might want to add content to your library without first creating it in a document: Open the Content Library Click the Create New button Select...
-
Sending emails from your own address
Wondering how to send your documents from your own email address? Here is a quick how-to guide on setting that up. By default when you send an email through our system to a client, it'll be ...
-
Payment method updates
Update Your Credit CardIf you're the account owner, you can update the credit card for your account at any time.Once in the billing page, scroll down to the Billing Info section, then click the upd...
-
Zoho integration
Support for Zoho coming soon.The Zoho integration will include our core CRM capabilities, including: Using Zoho companies/contacts when creating documents Using Zoho fields in Proposify templates a...
-
Signature reminders and follow-ups
We currently don't have automatic reminders but it's coming soon
-
Saving and auto-save functionality
Proposify automatically saves every change you make to your documents—no save button required! This means you can focus on creating great content without worrying about losing your work. How Auto-S...
-
Currency
Currency settings allow you to set the template/document currency symbol and format to automatically update all pricing tables and displays in your document. Updating currency settingsIn the templa...
-
Adding signature blocks
Signature Blocks allow users to add designated signing blocks anywhere on the document, assign them to the correct signee and control the sizing and placement - keeping your documents organized and...