Proposify Bootcamp

This free online course is the comprehensive beginner's guide to using Proposify. Learn how to create, customize, and send stunning proposals.
Start Here
Welcome to the Course!
1 min
Proposify Terminology
Proposify Resources
Module 1: Proposify Basics
Creating Your Account
1 min
Adding Users
1 min
Adding Clients
2 mins
Customizing Your Workspace
2 mins
Module 2: Proposify Templates & Proposals
Proposify Templates & Proposals Overview
2 mins
Where to Find Proposify Templates
2 mins
Backing Up Your Template
1 min
Creating Proposals
1 min
Creating Templates from Proposals
1 min
Sending Proposals
1 min
Module 3: The Proposify Editor
Proposify Editor Overview
8 mins
Design Editor & Page Layouts
11 mins
Proposal Sections
7 mins
Proposal Variables
6 mins
Proposal Repeaters
6 mins
Text Tool
4 mins
Images
7 mins
Shapes & Lines
2 mins
Videos
3 mins
Tables
14 mins
Signatures
4 mins
Next Steps
Thanks for taking the course! How did it go?
Let's talk about taking your sales to the next level