New
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CRM FlexData (feature flagged)
- Updated FlexData fields to lock when the proposal is locked
- Updated FlexData fields to render values for PDF downloads
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Other
- Removed old onboarding checklist
Fixes
- Fixed issue with text spacing when using email templates
- Fixed issue with inviting collaborators when the email is already in use
- Fixed an issue when inviting users from the billing page
- Fixed an issue with typing numbers to change seat count
- Fixed FlexData formatting for currency and date fields in the template editor
Proposify 3
New
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AI Template Generator (Feature flagged)
- Added backend to handle uploading PDFs as a source for AI template generation
- Added backend to handle URLs as a source for AI template generation
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Editor
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Table Styling (Feature flagged)
- Added support for Bold and Italic text
- Added support for ordered and numbered lists
- Added support for installed Proposify fonts
- Added default style (Heading 1, 2, 3, 4, and Normal)
- Updated Enter key behaviour in tables to do a new line instead of moving to the next row
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Table Styling (Feature flagged)