Camillia Snow
Articles
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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...