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.