Camillia Snow
Activity overview
Latest activity by Camillia Snow
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Camillia Snow created an article,
MCP Connection: use Proposify with Claude or ChatGPT
You can connect your Proposify account to an AI assistant, either Claude or ChatGPT, and then work on proposals, contacts and templates by asking in your own words instead of clicking through scree...
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Camillia Snow created an article,
Setting up MFA
Protect Your Account with Multi-Factor Authentication (MFA)Add an extra layer of security to your account with multi-factor authentication (MFA). Once set up, you'll use an authenticator app alongs...
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Camillia Snow created an article,
Migration: Layers and Images
Why Can't I Reorder My Layers or Edit/Crop Images in New Proposify?New Proposify's editor doesn't have layer reordering or in-editor image cropping yet. Here's how to work around it until these fea...
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Camillia Snow created an article,
Migration: Fonts
Why don't I see my fonts?Your template switched to Times New Roman after migrating instead of the fonts you chose? Here's how to fix that.What HappenedNew Proposify only loads fonts you've activate...
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Camillia Snow created an article,
Migration: Signatures
Where did my signatures go?Your signature blocks migrated but may have come over unassigned, and any initial blocks were dropped entirely. Here's how to fix it before you send.What HappenedSignatur...
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Camillia Snow created an article,
Migration: Integrations
Why do I have to reconnect my integrations?New Proposify uses a new integration system, so your V2 CRM connection won't carry over. Here's how to reconnect in a few steps.How to Reconnect Go to the...
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Camillia Snow created an article,
Migration: Form Fields
Where did my form fields go?Form fields aren't available in New Proposify yet, so they won't come over during migration. If your form fields aren't critical, you can adjust around the spaces in you...
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Camillia Snow created an article,
Migration: Fee Library
Your Legacy fee library moves to New Proposify as the Pricing Catalogue: a central place for your products and services that you can insert straight into pricing tables.How to migrate your feesAll ...
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Camillia Snow created an article,
Migration: Repeaters
Where Did My Repeaters Go?If you migrated a template from V2, you might've noticed your repeaters are gone or look different. That's because New Proposify removed page-based layouts altogether. Whi...
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Camillia Snow created an article,
V3 Migration FAQs
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 ...
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