User

Samuel Fresia

Member since
Total activity 93
Last activity
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Followed by 0 users
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Subscriptions 49

Activity overview

Latest activity by Samuel Fresia

  • Samuel Fresia created an article,

    Release notes 2025-03-24

    Proposify 3 Join the beta! New Editor Video Blocks Added support for Youtube videos Default Styles (Feature flagged) Added side panel to edit default styles Load saved default styles in th...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Release notes 2025-03-17

    Proposify 3 Join the beta! New AI Template Generator (Feature flagged) Added background colour selection when creating the template Add text content from the AI to the generated template Edit...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Release notes 2025-03-10

    Fixes Fixed an error with updating the account seat count in Billing Fixed an issue with Flex data fields not updating after linking the document to the CRM Proposify 3 Join the beta! New AI Te...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Release notes 2025-03-03

    New Collaborator Users (limited release) Updated emails sent to users invited to collaborate on documents Added invite modal to the editor page Updated collaborator billing to account for free c...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Salesforce (New)

    This integration can be used on its own, or in addition to the existing Salesforce integration. This integration allows accounts to:  Pull in any field from Salesfoce - opportunities, CPQ quotes, ...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Release notes 2025-02-24

    New Collaborator users (feature flagged) Updating the documents list so that collaborators only see documents they are invited to Updated permissions for collaborator access to Proposify feature...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Microsoft Dynamics CRM

    Note: This integration is currently in testing and is set to be released soon.   The Proposify integration with Microsoft Dynamics is focused on syncing data from Dynamics and linking it to Proposi...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Release notes 2025-02-17

    New CRM FlexData (feature flagged) Implemented linking tool for linking CRM objects to documents Updated styling for FlexData template rows in tables Implemented name fields for simplifying sear...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Microsoft Dynamics Authentication

    If you don't have access to Automations, go to our plans page and switch to a current plan offering. To connect Dynamics to Proposify, start by going to the Automations list and finding Dynamics un...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Samuel Fresia created an article,

    Release notes 2025-02-10

    New CRM FlexData (feature flagged) Updated FlexData fields to lock when the proposal is locked Updated FlexData fields to render values for PDF downloads Other Removed old onboarding checkli...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes