Proposify Bootcamp by Belt Creative

Proposify Bootcamp

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

Launches on October 14th, 2019

By the time you've completed this free Proposify online course for beginners, you'll be fully trained on how to...

  • Create and customize your Proposify account and workspace.
  • Invite your team, add your clients, and organize your data to automate your proposals.
  • Find the best Proposify templates for your business and keep them backed up... just in case.
  • Use the Proposify Editor to customize templates, add new pages, embed images and video, and so much more.
  • Create, customize, and send stunning proposals to your customers so you can seal the deal!

What's included in Proposify Bootcamp?

Video Icon 22 videos Text Icon 5 text files

Course Overview

Start Here
Welcome to the Course!
1 min
Proposify Terminology
Proposify Resources
Proposify Updates & Changelog
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

About Belt Creative

Belt Creative is a certified Proposify partner that specializes in helping businesses supercharge their sales using Proposify's powerful tools.
Learn More