Your Move to New Proposify Starts Here!
Ready for a fresh, faster Proposify experience? You're in the right place. This guide walks you through everything you need to migrate your templates from V2 to New Proposify, smoothly and at your own pace.
Before You Begin
Migrating is simple, but a few features are still on their way to New Proposify. Take a quick look before you start so you know what to expect:
- No zoom (yet!)
- No layers panel for reordering overlapping elements
- No form fields or initial blocks yet
- No audit trails, password-protected PDF downloads, custom sending domains, or sending from your own email address yet.
- Repeaters work a bit differently in New Proposify; since it uses a continuous canvas instead of pages, repeaters as you know them don't exist here (this one's a permanent change, not a "coming soon")
Good news: everything above (aside from the repeaters change) is on our roadmap! If your templates lean heavily on one of these features, you can hold off migrating that one until it's supported, or migrate now and revisit it later. Either way, your V2 templates stay fully accessible in the legacy portal for as long as you need them.
Ready to Take a Look?
You can easily toggle between V2 and New Proposify, access our documentation and make New Proposify your default view with our built-in switcher:
Prepare Your Templates (Do This First)
A little prep goes a long way toward a smooth migration.
- Clean up unused content: Remove images, snippets, or sections you no longer need. A lighter template migrates faster.
- Turn on your fonts: Using custom or brand fonts? Go to Settings → Fonts, search for each font, and turn it on before migrating. (Skip this and V3 will use Times New Roman as a placeholder.)
- Page size carries over: your template's page size and orientation, including custom sizes, migrate automatically. You can change it any time in Design → Page Setup.
- Note any advanced pricing: your fee library migrates to the Pricing Catalogue (see below). Pricing tables with recurring fees, discounts or formulas may need a quick rebuild after migration.
How to Migrate a Template
This is the fast part - migration itself takes just 2–3 minutes.
- Go to your Templates page.
- Find the template you want to migrate.
- Click the three dots in the upper-right corner when hovering over the template.
- Select Migrate Template to V3 and confirm in the pop-up.
- Watch for the green bar at the top of your screen; that means migration is underway.
- Once complete, find your template in your New Proposify Content Library.
Now for a quick once-over to make sure everything looks great.
Migrate your Content Library in bulk
You can move everything in your Content Library at once: templates, sections, snippets, fees and images.
1. Head to your Content Library.
2. Choose what to migrate (fees, snippets) and select which ones you'd like to migrate.
3. Your items appear in your New Proposify Content Library (fees go to your Pricing Catalogue).
Good to know: folders don't carry over. Items migrate, but not the folder they were in, so you may want to reorganize afterwards. You can also still migrate items one at a time.
After Migration: What to Check
Think of this as your final polish; a quick pass to make sure everything's exactly how you want it.
Images: Check that images came through at the right size and crop, without extra padding. If something looks off, re-upload or reposition it. You can crop images on the canvas: hold Option (Mac) and drag.
Tables & Pricing Tables: Give spacing and sizing a glance. Table colour, border styling, and alternating row styling are customizable in New Proposify, so touch those up if they don't match your original design. Any recurring fees, discounts, taxes, or formulas will need to be rebuilt manually, since that logic doesn't carry over automatically.
Shapes & Lines: Shape rotation is supported, so angled shapes or lines should carry over at their original angle. Give them a quick check and adjust if anything looks off.
Text & Formatting: Scan for text needing a colour or style refresh, especially anything that defaulted to "Normal Text." Reapplying your formatting will have it looking right again.
Overlapping Elements: Some layered elements may need a quick adjustment after migration. Check that overlapping pieces are stacked the way you want, then click an element to select its layer (the most recent addition sits on top) and reorder as needed.
Signatures: Signature blocks come through unassigned, so take a moment to assign each to the right internal user or client before sending. Missing an initial block? Swap in a standard signature block instead.
You Did It!
Congratulations, you're officially migrated to New Proposify! 🎉 Send yourself a test document to see your template in action. And remember, your V2 templates and data are always there in the legacy portal whenever you need them.
Have more questions? Keep scrolling for our full FAQ, or reach out to our support team, we're happy to help.
Frequently Asked Questions
Setup & Preparation
Do my companies and contacts need to be re-added?
Nope! Your companies and contacts from V2 are automatically ready to use in New Proposify. If you use a CRM, you can select clients directly from it when creating a document - no import needed.
Will my Content Library images and snippets migrate?
Yes! Images, snippets, sections, fees and templates can all be migrated, either one at a time or in bulk. Folders don't carry over, so items land at the top level of your New Proposify Content Library. Anything already placed inside a template also comes across with it.
Do I need to redo my user roles and permissions?
Yes - New Proposify comes with a redesigned, more flexible roles and permissions system. Take a few minutes to set it up in a way that matches your team.
Features & Functionality
Does my plan change what I can do in New Proposify?
Some features depend on your plan. For example, on the Basic plan you can view the Pricing Catalogue but can't add catalogue items to proposals, and approval workflows are available on the Business plan. See Subscription plans and pricing for the full breakdown.
What happens to my repeaters?
New Proposify uses a continuous canvas instead of discrete pages, so repeaters work a little differently here. They'll migrate as individual floating shapes you can repurpose as headers/footers or remove. See Where did my repeaters go? for the full guide.
Where are my form fields?
Form fields aren't supported in New Proposify yet, so they're left out during migration for now. See Where did my form fields go? for easy workarounds.
My signatures look unassigned, what happened?
That's expected! Signatures migrate as unassigned blocks, so just assign each to the right signee before sending. Initial blocks aren't supported yet and won't carry over. See Where did my signatures go? for the full walkthrough.
Why do I need to reconnect my integrations?
V2 and New Proposify run on separate integration systems, so a quick reconnect from the Integrations page gets you back up and running. Note that a few V2 integrations aren't available in V3 yet. See Why do I have to reconnect my integrations? for step-by-step help.
Will my pricing tables work the same way?
Mostly, yes! Basic pricing tables carry over just fine. Advanced logic- fee libraries, recurring fees, inline discounts, formulas- will need to be rebuilt manually for now. See Where did my fee library, recurring fees, and discounts go? for how.
What happened to my fee library?
It's now called the Pricing Catalog. Your fees can be migrated to it, one at a time or in bulk. See Migration: Fee Library.
My font changed to Times New Roman, why?
Easy fix: your font likely isn't turned on in New Proposify yet. Head to Settings > Fonts, search for it, turn it on, then reapply it to your template from the text formatting menu. See Why did my font change? for details.
My template's spacing looks a little different, what happened?
Orientation carries over automatically, and New Proposify now supports US Letter, A4, and Legal sizing. If your migrated template landed on the wrong size, set the correct one in Design > Page Setup and your spacing should fall back into place. See Why does my migrated template look different? for tips.
Why can't I reorder my layers or edit/crop images in New Proposify?
New Proposify's editor doesn't have a layers panel yet, so overlapping blocks need to be clicked and adjusted one-by-one instead of reordered directly. In-editor image cropping isn't available either, so images need to be edited externally before uploading. Both are on the roadmap. See Why Can't I Reorder My Layers or Edit/Crop Images in V3? for workarounds.
What about videos?
New Proposify currently supports Vimeo and YouTube. If your template uses another provider (Vidyard, Wistia, etc.), just swap that block for a Vimeo or YouTube link.
After Migration
What happens to my V2 documents and metrics?
They stay safe in the legacy portal, accessible anytime via the legacy switcher at the top of your document list. New Proposify tracks its own fresh metrics separately, so you get a clear, unclouded view of what's working in your new setup.
Do I have to migrate all my templates at once?
Not at all! Anything you haven't migrated stays fully accessible in the legacy portal. Move at your own pace - we recommend starting with your simplest templates.
What features are still coming to New Proposify?
Several features are still on the way: approval workflows, audit trails, password-protected PDF downloads, custom sending domains, sending from your own email address, image cropping, and form fields. Need one of these urgently? Reach out to support, and we'll help you find a workaround.