Quick Answers About Moving to New Proposify
Looking for a fast answer? Find your question below. For step-by-step instructions, see How to Migrate to New Proposify.
What's Different in New Proposify
Take a quick look before you start so you know what to expect. Everything below marked "coming soon" is on our roadmap. If your templates lean heavily on one of these features, you can hold off migrating that template until it's supported, or migrate now and revisit it later. Either way, your legacy templates stay fully accessible for as long as you need them.
- Coming soon: Page zoom, a layers panel, in-editor image cropping, form fields, initial blocks, audit trails, password-protected PDF downloads, custom sending domains, and sending from your own email address.
- Approval workflows: Available for Grow and Scale plans.
- Works differently: Repeaters. New Proposify uses a continuous canvas instead of pages, so repeaters as you know them don't exist here. This is a permanent change, not a "coming soon."
- Page sizes: US Letter, A4 and Legal.
- Videos: YouTube and Vimeo.
Setup & Preparation
Do my companies and contacts need to be re-added?
Nope! Your companies and contacts are automatically ready to use in New Proposify. If you use a CRM, you can select clients directly from it when creating a document, with no import needed.
Will my Content Library images and snippets migrate?
Yes! Templates, sections, snippets, images and fees can all be migrated, 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, and fees go to your Pricing Catalog. Anything already placed inside a template comes across with it.
Does migrating delete my legacy content?
No. Migration makes a copy, and your legacy templates stay exactly where they are.
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.
Do I have to migrate everything at once?
Not at all! Anything you haven't migrated stays fully accessible in legacy. Move at your own pace. We recommend starting with your simplest templates.
Why do I need to reconnect my integrations?
Legacy and New Proposify run on separate integration systems, so a quick reconnect from the Integrations page gets you back up and running. A few legacy integrations aren't available yet. See Migration: Integrations.
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. See Subscription plans and pricing for the full breakdown.
What happens to my repeaters?
They migrate as individual floating shapes you can repurpose as headers and footers, or remove. See Where did my repeaters go?
Where are my form fields and initial blocks?
Neither is supported in New Proposify yet, so they're left out during migration for now. See Where did my form fields go?
My signatures look unassigned, what happened?
That's expected! Signatures migrate as unassigned blocks, so assign each one to the right signee before sending. See Where did my signatures go?
Will my pricing tables work the same way?
Mostly, yes! Basic pricing tables carry over. Advanced logic like recurring fees, inline discounts and formulas may need to be rebuilt manually for now. See Where did my fee library, recurring fees, and discounts go?
What happened to my fee library?
It's now called the Pricing Catalogue. Migrate your fees to it one at a time or in bulk. See Migration: Fee Library.
Why did my font change to Times New Roman?
Easy fix: your font likely isn't turned on yet. Turn it on in your font settings, then reapply it from the text formatting menu. See Migration: Fonts.
My template looks a little different. What happened?
Page size and orientation carry over. New Proposify supports US Letter, A4 and Legal. 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.
Why can't I reorder layers or crop images in New Proposify?
The editor doesn't have a layers panel or in-editor image cropping yet, so overlapping blocks need to be clicked and adjusted one at a time, and images need to be edited externally before uploading. Both are on the roadmap. See Migration: Layers and Images.
What about videos?
New Proposify currently supports Vimeo and YouTube. If your template uses another provider (Vidyard, Wistia, etc.), swap that block for a Vimeo or YouTube link.
After Migration
How long does migration take?
Small templates finish in under a minute. Larger templates may take longer. A green banner tells you when your template is ready, and you can always find it in your New Proposify Content Library.
I don't see my template in New Proposify.
Check that the "transferring" message on the template card in legacy has cleared, then look at the top level of your New Proposify Content Library.
What happens to my legacy documents and metrics?
They stay safe in legacy, accessible anytime through the switcher at the top of the page. New Proposify tracks its own fresh metrics separately, so you get a clear, unclouded view of what's working in your new setup.
What features are still coming to New Proposify?
See "What's Different in New Proposify" at the top of this article for the full list.
Have more questions? Reach out to our support team. We're happy to help.