Kyle Racki
CEO and co-founder of Proposify
Articles
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Quickbooks
Coming soon. The Quickbooks integration will allow you to automatically create invoices from pricing in Proposify documents when your documents are signed and Won. For feedback and requests, reach ...
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Proposify API
Welcome to Proposify Connect API (0.0.1)! What is an API?An API (Application Programming Interface) is an intermediary that allows communication and interaction between different software, based on...
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Adding additional workspaces
If you need completely separate workspaces - such as franchises that want franchisees to have separate workspaces but with the ability to view and monitor these accounts - reach out to support.
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Using the Pricing Catalog
The Pricing Catalog lets you build a library of your products and services with pre-set pricing, so you and your team can drop them into a proposal instead of typing them out every time.Instead of ...
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Capturing payments from buyers
Coming soon: We're adding Stripe integration for new Proposify users and possibly other payment gateways.
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How to theme your templates and documents
Creating branded documents that reflect your company's visual identity helps make a lasting impression on prospects. Proposify provides comprehensive design controls to customize your document appe...
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Contact fields
Building your client database in Proposify helps streamline document personalization and keeps your business relationships organized. Here's how to add new companies and contacts to your account.Ac...
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Changing the account owner
The account owner is the person with ultimate control over your Proposify account. They handle billing, can add or remove anyone, and make major account decisions. Sometimes you need to transfer th...
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Contact support options
You can contact support by emailing support@proposify.com or using the in-app chat tool.
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Mobile app issues
Having trouble with our iOS mobile app? We get it - app hiccups can be super frustrating! The good news is that most issues can be fixed with just a few simple steps.Whether you're seeing those pes...