Recovering Lost Content

• Release notes 2025-03-24

• Release notes 2025-03-17

• Release notes 2025-03-10

• Release notes 2025-03-03

• Release notes 2025-02-24

• Release notes 2025-02-17

See all 31 articles

• Get API Credentials

• API Overview

• Android App: Sending your proposal

• Navigating the Android App

• Proposify Android App How-To: Leave A Comment

• Proposify Android App How-To: Log Out

• Proposify Android App: Add/Edit Clients

• Proposify Android App: Clients

See all 12 articles

• Assigning Permissions to Your Content

• Billing (V2)

• Change your password

• Collaborator Seats

• Roles and Permissions - Settings Breakdown

• SSO Setup

See all 8 articles

• Recover A Deleted Section

• Recover a Lost Template

• Recover An Archived Proposal

• Recovering a Lost Fee

• Customizing Your Salesforce Integration

• Field Mapping

• Installing Salesforce through Proposify

• Link Documents To A Salesforce Opportunity

• Link Your Salesforce Account To Proposify

• Salesforce - Creating A Proposal In Salesforce

See all 12 articles

• Archiving Your Documents

• Attach Files to Document

• Commenting and Mentions

• Delete Documents

• Document Presentation Mode

• Document Settings

See all 14 articles

• Adding, Moving and Deleting Rows

• Adopting the New Pricing Tables: Best Practices

• Anatomy of a Pricing Table

• Choosing currency

• Converting Your Tables

• Creating Tiered Plan Pricing

See all 27 articles

• Client Input Forms

• Client Input Forms: Collecting Payment Details

• Deleting A Page In the Editor

• Edit Images

• Editing Your Type Styles

• Grid Mode

See all 22 articles

• Adding Your Brand

• Building Your Account

• Building Your Content Library

• Creating a Non-Disclosure Agreement In Proposify

• Creating a Sales Document

• How-to: Create A Sell Sheet

See all 14 articles

• Account Creation - Troubleshooting and FAQs

• Can clients view archived proposals?

• Can I customize my document's date and price formatting?

• Can I import my proposal from somewhere else?

• Can I make a table of contents?

• Can I Move Pages Between Sections?

See all 25 articles

• HubSpot - Creating and Customizing Your Integration

• HubSpot - Linking Deals to Documents in Proposify

• HubSpot - Using Proposify Within HubSpot

• Add, Edit and Remove Signatures

• Signing Your Document

• Track Signature Details

• Tracking Your Signatures

• Unassigned Signatures

• Add Prospective Clients

• Editing Styles and Formatting

• Element Locking

• Element Rotating

• Folders

• Input Forms - How to Fill Them

See all 17 articles

• Add Fonts To Your Library

• Approval Workflow

• Assign Roles to Users

• Branded URL

• Client Preview - Branding Your Proposal Page

• Client Preview Defaults

See all 24 articles

• Zapier (Legacy)

• Zapier - FAQs

• Client Preview Settings - General Settings

• Client Preview Settings - Hierarchy

• Client Preview Settings-Display Settings

• Client Previews - FAQ

• Add Fees to the Pricing Library

• Folders - Waterfall Permissions

• Image Library

• Importing Sections To Your Proposal

• Page Flow and Static Sections

• Saving a proposal as a template

See all 10 articles

• Chat Widgets

• Finding Your Site ID In Drift

• Finding Your Site ID In Intercom

• Finding your Site ID in Olark

• Audit Trails

• Metrics

• Proposal Activity Feed

• Reports

• Aspire

• Basecamp 3

• Freshbooks

• Gong

• Harvest

• Importing Contacts From Your Integration

See all 12 articles