The Beginner's Guide to Proposify

 
The Beginner's Guide to Proposify.jpg
 

We get it—your current proposal creation process just isn't working out for you. Maybe it's too time-consuming, maybe it's not producing results, or maybe you just know that there's a better way to get it done.

So you're looking into Proposify, one of the most popular proposal automation platforms. But is this the right place to start? And how do you get started, anyway?

Well, as for the first question, yes, this is the right place to start. Proposify is packed with features to help you do everything we mentioned and more. In our opinion, it is the best proposal automation software out there. (Are you on the fence? Check out our handy proposal software comparison guide we've done for you.)

As to the rest: here's a quick-start guide for Proposify beginners.

Proposify Accelerator Checklist Opt-In

Getting Started


First, Sign Up for a Free Trial.

This is pretty self-explanatory. Just navigate to Proposify's website and hit the big, green "Sign Up Free" button in the corner.

It’s hard to miss.

It’s hard to miss.

Proposify will guide you through the registration process to set up your account, including setting up a custom URL for your Proposify workspace (like yourcompany.proposify.com). This just makes it handy to navigate directly to your account, without having to go to Proposify's main site first.

Next, Pick a Template and Create a Proposal.

After you register, Proposify will ask you to pick a template so you can start creating your first proposal.

Proposify comes with a gallery of already-done templates for a variety of different businesses. If you're feeling super adventurous, though, you can always create one from scratch.

Proposify comes with a gallery of already-done templates for a variety of different businesses. If you're feeling super adventurous, though, you can always create one from scratch.

Once you've selected a template, Proposify will ask for some basic information about your proposal—who the proposal is for, when it's due, etc. This is useful, as Proposify will be able to auto-fill this information throughout your document.

Proposify has an "Example Company" client you can use if you're not ready to send a real proposal yet. If you are, just open up the "Which client is this proposal for?" dropdown and click the "+Add new client" button.

Proposify has an "Example Company" client you can use if you're not ready to send a real proposal yet. If you are, just open up the "Which client is this proposal for?" dropdown and click the "+Add new client" button.

When you're done, hit "Next Step" to go to the editor.

Using The Proposify Editor


Getting started with the Proposify Editor.

The Proposify editor is where you can make edits to a proposal's text, images, layout, or structure. This is what it looks like:

Don't be scared of those panels and buttons. They’re pretty straighforward.

Don't be scared of those panels and buttons. They’re pretty straighforward.

Over on the left we have the Section Menu. This is basically the Table of Contents for your proposal, and you can add and rearrange new chapters - or "sections" - from here.

Proposify sections are like chapters of a book. You can easily add more with the “+” button, or drag them around to restructure your proposal.

Proposify sections are like chapters of a book. You can easily add more with the “+” button, or drag them around to restructure your proposal.

On the right we have the Toolbar, with options for adding text, images, videos, and other elements to your proposal.

From top to bottom: the Selection Tool, the Text Tool, the Image Tool, the Video Tool, the Shape Tool, the Line Tool, the Table Tool, and the Signature Tool.

From top to bottom: the Selection Tool, the Text Tool, the Image Tool, the Video Tool, the Shape Tool, the Line Tool, the Table Tool, and the Signature Tool.

Finally, right in front of the Toolbar we have the Contextual Properties Panel. This changes based on what you have selected to make it easy to edit the settings for an object. If you don't have anything selected, it contains your proposal's settings.

With nothing selected, you can also alter your proposal’s fonts and margins under “Design & Layout.”

With nothing selected, you can also alter your proposal’s fonts and margins under “Design & Layout.”

The Proposify editor works a lot like PowerPoint, Publisher, or Word. Just double-click on text boxes to edit their content, click and drag to move objects around, and use the tools on the Toolbar to add new elements until your proposal looks right.

Save Your Proposal as a Template.

Now that you've got your proposal all set up, let's save it as a template so you'll be able to start from here every time.

Hit the arrow next to the "Save" button and select "as template." Give it a name that you'll be able to tell apart from the original.

By the way, Proposify automatically saves after every edit, so don’t worry about manually backing up unless you’re working on a really spotty connection.

By the way, Proposify automatically saves after every edit, so don’t worry about manually backing up unless you’re working on a really spotty connection.

Sending your proposal


Once you're finished editing a proposal, hit "Send" in the upper right corner. This'll open up the Send screen, where you can edit your email, select additional recipients, and turn on automatic reminders and thank you messages.

To edit the design of your email, hit the "Customize Design" button in the upper right.

To edit the design of your email, hit the "Customize Design" button in the upper right.

Once your email is written out, hit Send, and you'll be routed back to the Pipeline, Proposify's home screen. This is where Proposify keeps track of the lifecycle of all your proposals, including the one you just sent.

If your proposal has a signature block for you, yourself, to sign, a reminder will show up in that green bar after you've sent it. Don't forget!

If your proposal has a signature block for you, yourself, to sign, a reminder will show up in that green bar after you've sent it. Don't forget!

Customize Your Proposify Workspace and Invite Teammates


Customize Your Proposify Workspace.

Now that you're familiar with proposal creation and sending, wouldn't it be nice if you made your workspace a little bit more like home?

Click on "Proposify" in the header bar to upload you company's logo.

Adding your logo adds a nice touch of personalization.

Adding your logo adds a nice touch of personalization.

With the sidebar, you can also invite your teammates to your workspace, add integrations with third-party software, or change settings, including your company's info and your email templates.

You can also continue to edit your template under "Templates."

You can also continue to edit your template under "Templates."

Once you've put everything in order, you're ready to start sending out proposals with Proposify!

Proposify Accelerator Checklist Opt-In