Proposify Bootcamp

This free online course is the comprehensive beginner's guide to using Proposify. Learn how to create, customize, and send stunning proposals.

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Welcome to the Course!

1 min

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Proposify Terminology

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Proposify Resources

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Module 1: Proposify Basics

Creating Your Account

1 min

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Adding Users

1 min

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Adding Clients

2 mins

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Customizing Your Workspace

2 mins

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Module 2: Proposify Templates & Proposals

Proposify Templates & Proposals Overview

2 mins

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Where to Find Proposify Templates

2 mins

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Backing Up Your Template

1 min

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Creating Proposals

1 min

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Creating Templates from Proposals

1 min

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Sending Proposals

1 min

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Module 3: The Proposify Editor

Proposify Editor Overview

8 mins

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Design Editor & Page Layouts

11 mins

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Proposal Sections

7 mins

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Proposal Variables

6 mins

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Proposal Repeaters

6 mins

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Text Tool

4 mins

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Images

7 mins

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Shapes & Lines

2 mins

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Videos

3 mins

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Tables

14 mins

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Signatures

4 mins

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Next Steps

Thanks for taking the course! How did it go?

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Let's talk about taking your sales to the next level

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Module 2: Proposify Templates & Proposals

Module 3: The Proposify Editor

Proposify Bootcamp

Table of contents

Proposify Bootcamp