Camillia Snow
Articles
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CRM Nested Pricing and Lists
OverviewFlexData can display lists of data from your CRM, like pricing line items, in a Text Table. When your CRM organizes that data in levels, such as groups that contain items, you can display i...
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MCP Connection
Connecting Claude to Proposify with MCPYou can now connect Proposify directly to Claude using MCP (Model Context Protocol). Once connected, you can ask Claude to help create, update, and personaliz...
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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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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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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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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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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...
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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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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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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...