Samuel Fresia
Articles
Recent activity by Samuel Fresia
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Slack (Beta)
The Proposify Slack Automation makes is super easy to track Proposify events in your Slack channels! This automation is part of Proposify's new Automations that is replacing our existing Legacy In...
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Release notes 2024-09-23
Updates New Updated Account Modal to use the new billing architecture Proposify Automations (feature flagged) Added feature flag for ongoing Automations and Workflow Builder work Added Automatio...
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Release notes 2024-09-16
Updates New Automatically create users in the new Integrations system Fixes Updated error response codes for our Public API Proposify 3 Join the beta! New Added new empty state to "Create docu...
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Release notes 2024-09-9
Updates New Billing Updated the billing setting controller to use the new billing architecture Updated the billing tasks model to use the new billing architecture Fixes Fixed "Create Documen...
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Release notes 2024-09-03
Updates Proposify 3 Join the beta! New Variables Created an endpoint on editor-server that will return all available variables without values Updates to the document title and total are now refl...
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Build Your First Integration
Overview This tutorial will walk you through some basic concepts of automation development. You will: Fetch data from the Proposify connector Learn how data flows between steps of an automation U...
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Release notes 2024-08-26
Updates New Setup for upcoming collaborator seats in our billing system Setup for document opens in our billing system Updated logic when downgrading/cancelling plans Proposify 3 Join the bet...
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Release notes 2024-08-19
Updates New Partially signed documents can now be manually marked as Won/Lost from the document Snapshot page Proposify 3 Join the beta! New Document List Updated UI alignment for documents on...
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Release notes 2024-08-12
Updates New Integration Builder Events in Proposify can be used as triggers for the integration builder Billing Updated "View plans" page to the new design Proposify 3 Join the beta! New ...
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Release notes 2024-08-6
Updates New Billing Update plans page in Proposify with new design API Updated API settings page Add option to rotate client on API settings page Add option to create client on API se...
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