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Samuel Fresia

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Recent activity by Samuel Fresia

  • 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...

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  • 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...

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  • 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...

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  • 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...

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    • 1 follower
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  • 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, ...

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    • 1 follower
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  • 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...

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    • 1 follower
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  • Microsoft Dynamics CRM

    The Proposify integration with Microsoft Dynamics is focused on syncing data from Dynamics and linking it to Proposify documents.This integration allows accounts to:  Pull in any field from your CR...

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    • 1 follower
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  • 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...

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    • 1 follower
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  • 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...

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    • 1 follower
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  • 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...

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    • 1 follower
    • 0 comments
    • 0 votes