Camillia Snow
Articles
Recent activity by Camillia Snow
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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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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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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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Get API Credentials
Looking to grab your API Credentials? Check out the walkthrough below to access your Client ID and Client Secret! Head into Settings, and select Connect API Any admin on the account will be a...
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API Overview
Welcome to Proposify Connect API (0.0.1)! What is an API?An API (Application Programming Interface) is an intermediary that allows communication and interaction between different software, based on...
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Supported Salesforce Versions
Below is a list of Salesforce versions that we currently support for users of the App Exchange App(AEA/MP) and have been tested. Supported Enterprise Edition Unlimited Edition Developer Edition Un...
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E-Signatures
Discover the Power of Legally Binding E-Signatures with Proposify. At Proposify, we harness the potential of electronic signatures to empower you in creating legally binding documents, providing pe...
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