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Samuel Fresia

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Recent activity by Samuel Fresia

  • Release notes 2025-02-03

    New Collaborator Users (feature flagged) Added the backend calls for inviting collaborators Fixes Fixed issue with Flexdata variables not loading data when created from a template Proposify...

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  • Release notes 2025-01-27

    New Collaborator Users (feature flagged) Added collaborators as an option for signees in the editor Updated the billing APIs to account for core user and collaborator user pricing Proposify 3...

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    • 1 follower
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  • Release notes 2025-01-20

    New Collaborator Users (feature flagged) Added collaborators as an option for signees in the editor Updated the billing APIs to account for core user and collaborator user pricing Automations...

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    • 1 follower
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  • Release notes 2025-01-13

    New Collaborator Seats (feature flagged) Added a seat summary to the billing page Automations FlexData (feature flaged) Updated FlexData date fields to display using the document settings f...

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    • 1 follower
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  • Release notes 2024-12-20

    New Collaborator Seats (feature flagged) Configured backend for inviting collaborator users Configured billing for collaborator users Automations Created component for ConnectWise to use in ...

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  • Aspire

    Aspire connects to Proposify using our new Automations to enable linking Proposify documents to records in Aspire, allowing you to insert fields and display pricing from Aspire in Proposify. This i...

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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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    • 1 follower
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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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    • 1 follower
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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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    • 1 follower
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