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Samuel Fresia

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Articles

Recent activity by Samuel Fresia

  • 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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  • 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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  • 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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  • 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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  • 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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    • 1 follower
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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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