User

Samuel Fresia

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Total activity 61
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Activity overview

Latest activity by Samuel Fresia

  • Samuel Fresia created an article,

    Release notes 2024-11-25

    Updates Fixes Automations Added support for API keys in automation triggers Proposify 3 Join the beta! New Editor Pricing Tables (feature flagged) Added logic for changing column types ...

    • Samuel Fresia
    • Updated
    • 1 follower
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  • Samuel Fresia created an article,

    Release notes 2024-11-18

    Updates New Salesforce Added support for creating Proposify documents using non-primary related contacts Fixes Fixed an error blocking creating documents Proposify 3 Join the beta! New Ed...

    • Samuel Fresia
    • Updated
    • 1 follower
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  • Samuel Fresia created an article,

    Release notes 2024-11-12

    Updates New Collaborator seats (feature flagged) Added new database tables to support inviting collaborators to Proposify documents Fixes Fixed problem with clients loading slowly when creat...

    • Samuel Fresia
    • Updated
    • 1 follower
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  • Samuel Fresia created an article,

    Release notes 2024-11-4

    Updates New Billing Removed the feature flag and released the new billing settings page to all customers Collaborator seats Added seat type to prepare for ongoing collaborator seat work F...

    • Samuel Fresia
    • Updated
    • 1 follower
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  • Samuel Fresia created an article,

    Release notes 2024-10-28

    Updates New Billing Updated Document Opens to Sends Updated billing overview page to new design API/Automations Flex Data (Feature flagged) Added API to ingest metadata from external sour...

    • Samuel Fresia
    • Updated
    • 1 follower
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  • Samuel Fresia created an article,

    Release notes 2024-10-21

    Updates New API/Automations Created endpoints for consuming/storing data from external sources Fixes Fixed issue with prorated cost when upgrading plan or adding seats Proposify 3 Join the ...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
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  • Samuel Fresia created an article,

    Google Drive (Beta)

    The Proposify Google Drive Automation allows you to automatically save PDFs of Won documents to a desired location in Google Drive.  This automation is part of Proposify's new Automations that are...

    • Samuel Fresia
    • Updated
    • 1 follower
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  • Samuel Fresia created an article,

    Dropbox (Beta)

    The Proposify Dropbox Automation allows you to automatically save PDFs of Won documents to a desired folder in Dropbox.  This automation is part of Proposify's new Automations that are replacing o...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
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  • Samuel Fresia created an article,

    Testing Proposify's Connector

    For general information on testing in the Workflow Builder, refer to this article: Testing Workflows Testing your workflows in the builder is essential to speeding up your process in the Workflow B...

    • Samuel Fresia
    • Updated
    • 1 follower
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  • Samuel Fresia created an article,

    Testing Workflows

    For more in depth information on testing Proposify specific triggers and actions, check out this article: The workflow designer provides a sandbox for testing workflows. From the designer you can r...

    • Samuel Fresia
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes