The Beginner's Guide to Proposify
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.
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.
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.
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.
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:
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.
On the right we have the Toolbar, with options for adding text, images, videos, and other elements to your proposal.
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.
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.
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.
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.
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.
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.
Once you've put everything in order, you're ready to start sending our proposals with Proposify!
Of course, Proposify has a lot of features that we don’t have time to cover here. Fortunately, we've created an in-depth online course for you to learn about those.