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Samuel Fresia

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Articles

Recent activity by Samuel Fresia

  • 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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