Camillia Snow
Activity overview
Latest activity by Camillia Snow-
Camillia Snow created an article, Adding an Embed Block
The Embed block lets you add a live Google Sheets or Microsoft Excel spreadsheet directly onto your document's canvas. Instead of copying and pasting data that goes stale the moment your sheet chan...
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Camillia Snow created an article, Approval Workflow
Document Approval Workflows let you set up an approval step before certain users can send documents to clients. This builds on top of your existing user permissions setup, so if you already manage ...
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Camillia Snow created an article, Creating a Document from a PDF Upload
You can now create a document by uploading a PDF. Each page of your PDF gets converted into an image, so you can bring an existing document into Proposify without rebuilding it from scratch.This is...
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Camillia Snow created an article, Template Gallery
OverviewThe Template Gallery is your shortcut to professional document creation. Instead of staring at a blank page wondering where to start, you can browse through a collection of beautifully desi...
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Camillia Snow created an article, User roles and permissions
Keeping the right people focused on the right things is at the heart of a smooth workflow. Roles and Permissions provide account admins with a straightforward way to define exactly what each team m...
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Camillia Snow created an article, Collaborator Users
Collaborator Seats are a new user role within Proposify that allows external users to interact with specific documents, under a defined set of permissions. Collaborator Seats are ideal for those wh...
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Camillia Snow created an article, Document list overview
The Document List is your home base in Proposify—it's where you'll manage all your documents, track their progress, and stay organized. Think of it as your command center for everything document-r...