how to download a template from proposify

Once turned on, your clients can view and download the attachment. To make the attachment visible for clients, click the toggle below ‘Visible to clients’. You can upload files to any document settings.

See our article on Tagging your Content for more information.

You can tag or categorize your document so you can easily find it. From their site: Discover the proposal software that modern sales teams use to create, send, track, and e-sign winning proposals, contracts, and agreements. Edit Your Preview Settings Once it’s sent, we should update how your client views your sell sheet. Now we can send this out to your customer. What is the name of the project you’re trying to win? Enter the name of your document into this field and it will appear anywhere in your document the variable variable. From there, drag the input forms button from the right-hand menu to your proposal: You’ve designed the look of your sell sheet, added attention-grabbing copy, and set an easy path to next steps. There are a few pieces of information every document needs to have: Document Name If you’re in the Editor, click Edit Document Settings ( :Edit: ) from the Menu Pane to open a menu without leaving the page. To reach Document Settings after a document is created:įrom the Snapshot, click Edit Document Settings (:Edit: ) above the Settings section of the snapshot. When creating a new sales document, we’ll take you to the Document Settings page once you’ve chosen a template. This page sets your document’s default variables, effectively automating 'find and replace' for these options. (For example, a video production template will have different content than a template for inbound marketing.) In addition to selecting your template, Proposify lets you choose a theme. Here, you can update your document’s details and link it with any Integration. Proposify has designed multiple templates with content based on your business industry.

After you create a new document or click Document Settings while in a sales document’s Snapshot page, you'll land in document settings.

How to download a template from proposify