Camillia Snow
Articles
Recent activity by Camillia Snow
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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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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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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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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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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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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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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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Resources
Welcome to our Resources Here you can find several resources from our Knowledge Base for how-to articles, our highly sought-after State of Proposals to our Professional Services and an informati...
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