Proposify Group Onboarding Call

Getting Started with Proposify V2

Tuesday at 2:30 PM EST or Wednesday at 12:30 AM EST

Just getting started with Proposify? Or need a quick refresher?

One of our friendly Customer Success pros will guide you through the essentials including setting up integrations, customizing your first template, adding clients, sending your first proposal, and even tracking what happens after you hit “send.”

Whether you're brand new or just brushing up, you’ll walk away with the confidence to hit the ground running.

Save your spot and let’s make your first proposal a breeze!

Proposify Webinar - Getting Started

	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. info	5 sends / mo	Unlimited	Unlimited
Collaborator seats Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send. info	1 collab seat included	3 collab seats included	5 collab seats included
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.
Integrations & API	Basic	Team	Business
Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Integrations Integrate with popular CRMs, invoicing, and project management tools.
Automations Set up automations using pre-built connectors or customize using the workflow builder
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce			$9/user/mo
Aspire integration Import contacts and field data from Aspire into documents in Proposify			$9/user/mo
Process & control	Basic	Team	Business
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
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).
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.
Customer 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. info
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.
Custom template design Our in-house designers will design an on-brand, professional proposal template to your satisfaction. info	Learn more	Learn more	Learn more

Getting Started with Proposify V2

Basic

Team

Business

Brand customization

Content authoring

Visibility

Integrations & API

Process & control

Customer Success

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