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Camillia Snow

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Activity overview

Latest activity by Camillia Snow

  • Camillia Snow created an article,

    Content Library

    In Proposify 3, our content library is getting a refresh. The account's assets will live here, including templates and images, however; with the current beta iteration of the content library, only ...

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  • Camillia Snow created an article,

    New: Proposify 3

    You may have heard rumblings of a new version, and we are happy to introduce our beta version of Proposify 3! The latest version is being built with you, the user in mind. From an intuitive yet sim...

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  • Camillia Snow created an article,

    Editor - Helpers

    To create amazing, yet precise documents in our editor, our helpers will bring ease to ensuring the necessary content is aligned and tidy to win over your prospective clients and seal the deal. Sel...

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  • Camillia Snow created an article,

    Editor - The Fundamentals

    To create incredible documents in our editor, our fundamentals will help add the necessary content to win over your prospective clients and seal the deal. Select any of our core fundamentals—text b...

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  • Camillia Snow 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 a...

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  • Camillia Snow created an article,

    Document List

    Our dashboard has gotten a refresh: welcome to our Document List! With the rollout of Proposify 3 in beta, we are happy to have an opt-in and opt-out experience for the document list so that anyon...

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  • Camillia Snow 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 Snow 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 Snow 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 Snow 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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