Updates

New

• Billing
  • Self serve the Business plan from the billing page in Proposify
    
    
• Automations/Workflow Builder (feature flagged)
  

  • Add triggers to for Document Created and Approved

  • Added docs for Workflow Components

Fixes

• Automations/Workflow Builder
  • Fixed several crashes on the Open API
  • Document Lost trigger firing twice

Proposify 3

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New

• Editor
  • Optimized rendering of the side panel
  • Table pricing functionality (feature flagged)
    • Setup for pricing functionality in tables
    • Show an option for “Pricing tables” when adding new tables
• Document Statuses (feature flagged)
  • Added an option from the document list to manually update the document status
  • Update status filter from “Unsigned” to “Awaiting Signature”
  • Dropdown to mark partially signed documents as Won/Lost
  • Added option to “Void” locked documents to return them to Draft

Fixes

• Fixed error with creating documents from templates
• Fixed issue with image settings not saving
• Fixed issue with text block contents not saving