Samuel Fresia
Articles
Recent activity by Samuel Fresia
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Proposify FlexData
What is FlexData?FlexData is Proposify's powerful integration system that automatically pulls field data from your Customer Relationship Management (CRM) system and seamlessly incorporates it into ...
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Release notes 2024-12-16
New Collaborator Seats (feature flagged) Added permission for adding additional collaborator seats Automations FlexData (feature flagged) Added object selector to FlexData configuration Adde...
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Release notes 2024-12-09
New Automations FlexData (feature flagged) Updated FlexData currency fields to display using the document settings for currency format Expanded the variables side panel when FlexData is connecte...
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Release notes 2024-12-02
Updates New Collaborator Users (feature flagged) Added details for upcoming collaborator users to the billing page Created a new default role for collaborator users Set up collaborator users in ...
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Release notes 2024-11-25
Updates Fixes Automations Added support for API keys in automation triggers Proposify 3 Join the beta! New Editor Pricing Tables (feature flagged) Added logic for changing column types ...
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Release notes 2024-11-18
Updates New Salesforce Added support for creating Proposify documents using non-primary related contacts Fixes Fixed an error blocking creating documents Proposify 3 Join the beta! New Ed...
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Release notes 2024-11-12
Updates New Collaborator seats (feature flagged) Added new database tables to support inviting collaborators to Proposify documents Fixes Fixed problem with clients loading slowly when creat...
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Release notes 2024-11-4
Updates New Billing Removed the feature flag and released the new billing settings page to all customers Collaborator seats Added seat type to prepare for ongoing collaborator seat work F...
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Release notes 2024-10-28
Updates New Billing Updated Document Opens to Sends Updated billing overview page to new design API/Automations Flex Data (Feature flagged) Added API to ingest metadata from external sour...
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Release notes 2024-10-21
Updates New API/Automations Created endpoints for consuming/storing data from external sources Fixes Fixed issue with prorated cost when upgrading plan or adding seats Proposify 3 Join the ...
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