Updates
New
- Updated Account Modal to use the new billing architecture
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Proposify Automations (feature flagged)
- Added feature flag for ongoing Automations and Workflow Builder work
- Added Automations list to the integrations page
- Added Workflow Builder to the integrations page
- Added triggers for Document Created and Document Approved
Fixes
- Fixed Workflow builder triggers not firing from Proposify events
- Fixed an issue with adding companies with certain names
Proposify 3
New
- Feature flag added for upcoming work adding pricing capabilities in tables
- Added optimization to rendering of blocks in the editor
-
Document Statuses (feature flagged)
- Created component for adding a status dropdown
- Internal API endpoint for updating document status manually
- Prepared the document editor to handle the new statuses
- Updated “Awaiting Signature” status on the document list to keep new and old editor documents consistent with the same status type
- Automatically update Proposify 3 documents to “Awaiting Signature” when partially signed and waiting for other signatures.