The day has finally arrived! After countless whiteboard sessions, development sprints, and nuclear-strength cups of coffee, the first phase of Proposify 3 is now live. This isn't just an update – it's the beginning of a completely reimagined document platform.
I want to be transparent about why this rebuild was necessary. We've seen you struggle with editor frustrations when deadlines loom, performance lags during crucial presentations, and mysterious formatting issues at the worst possible moments.
Every support ticket, feature request, and candid (sometimes cranky) feedback email shaped our vision for V3. When faced with the choice between patching our existing system or completely reimagining what proposal software could be, we chose the more challenging but ultimately more rewarding path. You and your deals deserve nothing less than excellence.
Rebuilding Proposify meant starting from scratch with modern architecture and fresh code. Instead of keeping you waiting until every feature was perfectly replicated, we're rolling out improvements in stages. This approach reflects how we operate at Proposify – we believe in forward momentum and continuous improvement.
What you'll experience today delivers substantial upgrades to the core proposal creation and sending experience, with additional enhancements scheduled throughout 2025. Some familiar features from V2 are still in development, but we're confident that the improvements already available will transform how you create, send, and close deals.
Think of today's release as Season 1 of your favourite new series. We've delivered a powerful opening that stands on its own, but we've got multiple seasons of innovation planned for the months ahead.
If you log into Proposify today, you'll notice the option to migrate your templates to V3. Here's what you'll immediately experience:
Be sure to check out my video in this post as I give you a show and tell tour around Proposify 3 so far!
I can almost hear the questions forming in your mind, so let me address them head-on:
Absolutely not! Your existing documents and templates will stay right where they are. Think of this transition like moving to a new house – you can take your time, gradually bringing over what you need while still having access to your old place. If there's a specific feature you're waiting on before fully committing, keep reading – we've got a roadmap for that.
No. You can switch to V3 at no additional cost.
I’ll be honest - template migration can be tricky business. We'll do our absolute best to bring everything over intact, but there might be some adjustments needed. If you paid for a custom template and need help with the migration, just email support@proposify.com, and we'll handle the cleanup at no extra cost.
This launch is just phase one of the Proposify 3 update. In the coming weeks and months, we'll be rolling out:
Click on the user profile dropdown and then click "Try Proposify 3"
Your account will now have access to the V3 document list, editor, and content library
To migrate one of your V2 templates to V3, go to the templates section and click on "Migrate to V3"
This should take about a minute. Check the 3.0 Content Library and you'll eventually see a new untitled template.
The migration doesn't yet match your template exactly, it just copies the text, sections, and images.
We're making some improvements in the next week or so that will copy the text styles, section names, and other improvements.
Feel free to play around with V3 for now or wait until we've made improvements to the migration tool.
PS: We'd love to hear your feedback as you start using V3. What's working? What could be better? Your insights will directly shape the future of Proposify – that's not just corporate speak, it's genuinely how we operate.
Email product@proposify.com