User

Samuel Fresia

Member since
Total activity 88
Last activity
Following 0 users
Followed by 0 users
Votes 0
Subscriptions 47

Activity overview

Latest activity by Samuel Fresia

  • Samuel Fresia created an article,

    Release notes 2025-03-10

    Fixes Fixed an error with updating the account seat count in Billing Fixed an issue with Flex data fields not updating after linking the document to the CRM Proposify 3 Join the beta! New AI Te...

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

    Release notes 2025-03-03

    New Collaborator Users (limited release) Updated emails sent to users invited to collaborate on documents Added invite modal to the editor page Updated collaborator billing to account for free c...

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

    Salesforce Flexdata

    Note: This integration is currently in testing and is set to be released soon. This automation can be used on its own, or in addition to the existing Salesforce integration. This integration allows...

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

    Release notes 2025-02-24

    New Collaborator users (feature flagged) Updating the documents list so that collaborators only see documents they are invited to Updated permissions for collaborator access to Proposify feature...

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

    Microsoft Dynamics CRM

    Note: This integration is currently in testing and is set to be released soon.   The Proposify integration with Microsoft Dynamics is focused on syncing data from Dynamics and linking it to Proposi...

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

    Release notes 2025-02-17

    New CRM FlexData (feature flagged) Implemented linking tool for linking CRM objects to documents Updated styling for FlexData template rows in tables Implemented name fields for simplifying sear...

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

    Microsoft Dynamics Authentication

    If you don't have access to Automations, go to our plans page and switch to a current plan offering. To connect Dynamics to Proposify, start by going to the Automations list and finding Dynamics u...

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

    Release notes 2025-02-10

    New CRM FlexData (feature flagged) Updated FlexData fields to lock when the proposal is locked Updated FlexData fields to render values for PDF downloads Other Removed old onboarding checkli...

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

    Release notes 2025-02-03

    New Collaborator Users (feature flagged) Added the backend calls for inviting collaborators Fixes Fixed issue with Flexdata variables not loading data when created from a template Proposify...

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

    Release notes 2025-01-27

    New Collaborator Users (feature flagged) Added collaborators as an option for signees in the editor Updated the billing APIs to account for core user and collaborator user pricing Proposify 3...

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