Proposify Getting Started Tutorial

Proposify is a powerful tool that helps you send winning, on-brand documents, but there is a learning curve. This tutorial will show you the most important functionality to learn so you can get up and running fast.

The Big Picture: How it all comes together.

Your experience using Proposify will be much more successful if you get started on the right footing.

Create a template

Templates are where you want to start in Proposify. They are boilerplate documents with all of the content built out that you and your sellers will create proposals from. If every document is a pizza, the template is your dough, sauce, and cheese.

Build your content library

The content library is where you store modular pieces of content, like case studies, team bios, agreements, and more. Pages, text snippets, images, and pricing can all get stored in your library.

Create and send proposals

When you create a document, you choose a template and Proposify makes a copy of that template your sellers edit. This is like adding toppings to your pizza.

1. Create and customize a template

Always start with a template and don't create one from scratch! Templates in Proposify allow you to set up sections (like chapters in a book), variables to auto-replace details like contact information, signatures, pricing, and more. We also offer a paid service to set up your template.

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2. How to use the editor

Our editor contains important features and nuances that can make or break your success with Proposify. This video walks you through the important functionality so you can get set up for success.

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3. Organize your documents

After you've created and sent documents you'll need to manage them in your document list (also called the pipeline or dashboard - we use these terms interchangeably). This video walks through how.

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4. View proposal metrics and activity

After you've sent a proposal you can start viewing the activity, get notifications when a recipient views your proposal, and more. This video walks through the snapshot view.

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Activity and metrics

	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
Unlimited templates All accounts allow unlimited templates.
Content library Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring	Basic	Team	Business
Online signatures All plans allow you to get documents legally e-signed
Interactive quoting Allow prospects to alter the quantity or optional add-ons
Client input forms Capture information from prospects by adding form inputs to your documents.
Document Sends You can create unlimited documents but some plans limit how many you can send per month.	5 sends per month $1.99 per additional send	Unlimited sending	Unlimited sending
Visibility	Basic	Team	Business
Notifications & metrics Get notified by email and see when prospects are viewing your document.
PDF export Generate a PDF from any document that matches the digital version.
Reports Get a full exportable table of all your documents with filtering.
Process & control	Basic	Team	Business
Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Automations Set up automations using pre-built connectors or customize using the workflow builder
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Integrations All integrations except for Salesforce.
Auto reminders You can automatically remind prospects who haven't yet opened your document in daily intervals.
Roles & permissions Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Success	Basic	Team	Business
Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Proposify Getting Started Tutorial

The Big Picture: How it all comes together.

Create a template

Build your content library

Create and send proposals

1. Create and customize a template

2. How to use the editor

3. Organize your documents

4. View proposal metrics and activity

Ready to start using Proposify?

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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