User

Samuel Fresia

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

Articles

Recent activity by Samuel Fresia

  • 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, ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes