November 2021
November 2021
11.29.21
IMPROVED!
PIPELINE Our app remembered how to add, so now Proposal totals load as expected instead of perpetually “calculating…”
EDITOR Now that we’ve made deleting things snappier in the Editor, we’re starting to make adding things snappy too! This fix improves adding images, making the task “blink and you miss it” fast.
EDITOR We’ve included some explainers on the difference between a Page Flow and Static section when opening the Add Section menu.
EDITOR Furthering our list of Editor improvements, we’ve added a Done button to Repeater Mode. This is an improvement on our previous way of exiting repeater mode: throwing your computer out the nearest window and hoping for the best.
ONBOARDING Fixed a problem that sent users our current onboarding questionnaires, even if they had already filled out an older one. Sorry about that, it’s been a while since we’d last talked and we wanted to catch up.
FOR YOUR EYES ONLY
CONNECTIVITY We’re forming the pieces of our Gong integration like the lions in Voltron. Soon they’ll assemble into a supreme robot of sales intelligence. We’ll make a bigger announcement once we form the head.
SECURITY While patching the security hole on November 25th, we found the same issue on other pages. We’ve patched those holes and replaced them with Sarlacc pits. (2474/2475)
INTEGRATIONS Created a new database for storing key files from several integrations: namely HubSpot, Infusionsoft, and Postmark.
MOBILE Added tracking for mobile devices that register (or unregister) with accounts.
| type | key | summary |
|---|---|---|
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Problem authenticating. Please check your username and password and try again. View these issues in JIRA |
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11.25.21
IMPROVED!
SECURITY Patched up a security hole replaced it with one of those acme tunnels that trains come out of.
MOBILE APP Resolved a bug that would prevent the Pipeline from loading on the Android app.
USERS Tried to re-send a user invite and couldn’t figure out how? Neither could we! Turns out the “resend invite” link had vanished in a previous fix. We brought it back.
EDITOR Fixed a bug that —like a bouncer tossing out a disorderly drunk— booted the user back to the Pipeline when pressing ctrl-z (undo) on the keyboard while pageflow is active.
VARIABLES Fixed a bug that wasn’t populating the correct date and time variables within the email sent to the client. You can no longer claim that the document was sent 'literally ages ago.’
FOR YOUR EYES ONLY
MOBILE Set it up so we can track all approval notifications sent to our users.
| type | key | summary |
|---|---|---|
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Problem authenticating. Please check your username and password and try again. View these issues in JIRA |
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11.24.21
IMPROVED!
EDITOR We've improved how quickly you can delete elements in the Editor. Now it'll happen so fast, you'll wonder if we deleted it first! Up next: finding the source of the bug that deletes elements first.
FOR YOUR EYES ONLY
| type | key | summary |
|---|---|---|
|
Problem authenticating. Please check your username and password and try again. View these issues in JIRA |
||
11.22.21
IMPROVED!
ONBOARDING Updated the onboarding process to remove some outdated code. It’s like a spring cleaning.
ONBOARDING Improved the sign-up process so that when users select a template from the marketing page while creating their account, the template will be available in their account to use.
SALESFORCE We’ve added an error message for a problem that would occur in some cases. This is an improvement in two ways: 1. It gives a specific error message, and 2. the page no longer explodes.
EDITOR Created a new modal to let you know you have unsaved changes before you leave the page and lose all your hard work!
EDITOR Originally, we would load every section you scroll past. To speed up your editing, we now only load the section you land on.
FOR YOUR EYES ONLY
ONBOARDING Changed the onboarding process so that “Skip the Questionnaire” option is now hidden from view.
ACCOUNT SETTINGS Fixed a bug that prevented Custom Fields from appearing on the User Profile page.
11.17.21
NEW!
ONBOARDING Created a colour changing ribbon on trial plans, giving a much prettier countdown to your trial’s end date.
IMPROVED!
INFUSIONSOFT We no longer support our Infusionsoft (aka Keap) integration. If you have your accounts connected, the integration will still work. However, you will no longer be able to set up a new link.
DOCUMENT SNAPSHOT Stopped a bug from adding a blank page to the end of downloaded PDFs.
BUSINESS REPORTING The Accepted Date column now reads “Not yet accepted” for Draft state documents.
For Your Eyes Only
This list of internal releases will only be seen in Confluence by Proposify staff.
GONG We’re still building a proof-of-concept for our Gong integration.
INTERNAL Added a folder for the devs to access a group of codes more easily
RECURLY Updated records in Recurly to align with the namespace code style for plans.
INTERNAL Added a missing dependency to LaunchDarkly. It was something called “guzzle-cache-middleware”, otherwise known as Allan’s sophomore year at college.
11.15.21
IMPROVED!
PIPELINE Archiving a proposal used to time-out and send a 500 error. We’ve attached a lifeline so we can pull you back to safety, instead leaving you stuck forever in The Endless Void.
ACCOUNT SETTINGS Fixed a bug that made the Broken Image icon appear on default avatars.
QUICKBOOKS Fixed an issue where users were unable to generate an invoice for a specific proposal.
SIGNATURES Improved the performance of adding signatures so they are applied instantly.
LOGIN Prevented red modal from appearing when adding 129 characters in the First name, Last name and Company fields on the Create an Account page.
FOR YOUR EYES ONLY
INTERNAL Improved how events handle the new lambda tracking configuration.
INTERNAL Cleaned-up mass tax code by removing the temporary plan_temp table and Data Migration used during update. If only getting your workspace in order was this quick and easy.
INTERNAL Enabled Session Replay in DataDog.
INTERNAL Enhanced DataDog messaging when importing templates/proposals to help find a solution for improving Proposal Duplicate performance.
11.10.21
IMPROVED!
BUSINESS METRICS Added Stream column to the Summary Details table and the CSV download on the Reporting page.
BUSINESS METRICS Updated Not yet submitted on the reporting page to Not yet accepted.
HUBSPOT Found some deal values in Hubspot were being converted based on the sales document, despite having that function turned off in Proposify. We’ve fixed the problem and your deal values will now remain untouched.
FOR YOUR EYES ONLY:
INTERNAL Cleaned up the image plugin from Froala v2 to make the Editor more efficient.
INTERNAL Fixed internal mapping for errors so that it is consistent.
INTERNAL Doing some back-end work to our Quickbooks integration to suit our new, improved QA method.
INTERNAL Tweaked a search function for easier access to view which accounts have certain beta features
11.08.21
IMPROVED!
USERS Returned the Title field to the User Profile page until we can come up with a better transition.
PIPELINE Removed timeouts and reduced load times by loading document totals after the Pipeline.
PIPELINE Fixed an error that prevented totals from loading if the Pipeline or Archives didn’t have any documents.
11.04.21
IMPROVED!
PERMISSIONS Added a drop-down option for users to select their job title.
FOR YOUR EYES ONLY
INTERNAL Added tracking source code to the back-end to figure out whether an issue is server-side or client-side.
11.03.21
FOR YOUR EYES ONLY
INTERNAL Added the ability to identify a user’s job title when they login. Our next stage in the project: spreading gossip.
INTERNAL In an effort to figure out why the app keeps booting people to the Pipeline, we’ve added some trackers. We’re no longer taking “I dunno, it just happens randomly” for an answer.
INTERNAL Updated how the Editor handles colour from the text editing software. We suggested throwing LSD in the processor, but Jonathan shot it down.
INTERNAL Added DataDog tracking to some pageflow issues.
11.01.21
IMPROVED!
LEGACY PRICING TABLES Prevented the default text in the header columns from reappearing after table conversion if the user previously removed them.
FOR YOUR EYES ONLY
INTERNAL Added the ability to check the user’s job title whenever they make changes to their user profile.
INTERNAL We did some fall cleaning of our unit tests.
INTERNAL More housecleaning in the back-end.
INTERNAL Reduced the number of errors thrown when a developer account sends a proposal. Of course it’s broken; it’s a developer account.