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Camillia Snow

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Recent activity by Camillia Snow

  • 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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  • SSO Setup

    SSO is here! Proposify now offers the ability to use Salesforce, Okta and Azure as Identity Providers by utilizing a managed Connected App.  This feature is available on our business plan: if you a...

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  • Proposal Auto-Expiry

    The auto-expiry feature in Proposify allows users to set a specific date for when a proposal will expire, making it no longer accessible to the recipient. This feature is only available for users ...

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  • 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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