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Camillia S

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Activity overview

Latest activity by Camillia S

  • Camillia S created an article,

    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 ab...

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  • Camillia S created an article,

    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...

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  • Camillia S created an article,

    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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  • Camillia S created an article,

    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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  • Camillia S created an article,

    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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  • Camillia S created an article,

    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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