Templates & Content Library

How to create, edit and use templates in Proposify

Luke Shea avatar Allan Duquette avatar Nick Gaston avatar
16 articles in this collection
Written by Luke Shea, Allan Duquette, and Nick Gaston
Content Library

Folders - FAQs

A brief list of frequently asked questions about our folders feature.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Folders - Applying Permissions To Folders

Looking to keep your content “need to know”? Here’s a quick guide to setting permissions to folders and the contents within.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Folders - Moving, Adding, Editing, and Deleting Folders

Looking to organize your content library? Here’s how to create and change the folders to make content management easier.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Folders - Saving Content To A Folder

Want to show off your multitasking skills? Here’s how to build and organize your content library in one easy step.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Folders - Waterfall Permissions

Are you changing your permission settings and confused about the waterfall feature? Here's a quick explainer.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Moving content into folders

Looking to move items into folders but can't quite get it to work? Here's a guide on how to move items into your folders.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Images

How to add images to your library, and insert them into your proposals.
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Managing sections in the library

How to create, edit, rename, duplicate and delete sections in your content library
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Saving versions to the content library

Did you just update a section and think "this is the one"? Here's how to push this update to your content library for future use!
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Adding Fees to the Fee Library

Tired of entering the same fees over and over again? We make it easy for you to quickly save and add fees to any proposal!
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Snippets

How to store and reuse small pieces of text using Snippets
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago

Library sections

How to store sections in your library and reuse them in other proposals
Nick Gaston avatar
Written by Nick Gaston
Updated over a week ago