Proposify Release Notes

#August 24, 2022

IMPROVED

  • [Integrations] Redesigned Integrations Marketplace page to make it easier to discover ways to connect Proposify to other popular tools

  • [Integrations] Redesigned Gong Integration page to make it easier to discover how Proposify & Gong together can help

  • [Maintenance] Improved performance

    #July 27, 2022

    IMPROVED

    • [Maintenance] Squashed a few more bugs

    • [Maintenance] Fixed an issue when an opportunity with fully executed document could not be moved to ‘Won’ state

    • [Support] Talk to Sales button on the pricing page now makes it much easier to book a meeting right away

    • [Integrations] Temporarily removed an ability to create a new connection with Xero

    • [Maintenance] Improved performance for customers with active Hubspot and Salesforce integrations

      #June 30, 2022

      IMPROVED

      • [Maintenance] Squashed a few bugs and improved performance

        #May 26, 2022

        IMPROVED

        • [Bug Fixes] Squashed a few bugs that made our lives less enjoyable

          #April 13, 2022

          IMPROVED

          • [Send Documents] Made button to Share This Document a lot more visible

          • [Pricing Tables] Made several significant improvements to the new Pricing Tables and the experience converting from old to new

          • [Roles and Permissions] Roles and Permissions are now available during Trial for new customers to experience

          • [Bug Fixes] Squashed a few bugs that made our lives less enjoyable

            #Salesforce v1.56

            IMPROVED

            • [Bug Fixes] Squashed a bug that was breaking our widget

              #Salesforce v1.54

              IMPROVED

              • [Setup Experience] Replaced existing Setup Assistant experience with authentication through Proposify widget

              • [Fixes] Fixed an issue with “Open in Proposify” link from the dropdown menu

                #March 18, 2022

                IMPROVED

                • [Pricing Table] Several significant improvements to the new pricing tables including styling, recurring fee, formatting, total price calculation, several bug fixes and improved experience converting from old to new table

                  #February 14, 2022

                  IMPROVED

                  • [Onboarding] New to Proposify users will now be also guided through how to make your proposals on brand

                  • [Editor] Squashed a bug that prevented privately listed Vimeo videos from getting embedded in the proposal

                  • [Salesforce] Made an error message more helpful when a new Salesforce opportunity is created from Proposify, but requires a custom Salesforce field to successfully create it

                    #February 10, 2022

                    IMPROVED

                    • [Onboarding] If you are new to Proposify, you can now access the Onboarding Checklist from the Pipeline page. “Send Proposal” step was also added to the checklist

                    • [Metrics] Squashed a bug that showed some Won proposals in Metrics as “Not yet accepted”

                      #February 7, 2022

                      IMPROVED

                      • [Onboarding] If you are new to Proposify and want to roam freely, you can now skip the onboarding checklist.

                      • [Performance] Every second counts, so we made several improvements to application performance.

                        #January 31, 2022

                        NEW!

                        • [Integrations] You can now view Proposify Document Shared and Viewed events right in Gong’s Deals Timeline.

                          #January 26, 2022

                          IMPROVED

                          • [Integrations] Fixed an issue when large quantities get truncated in QuickBooks invoices generated using Zapier.

                            #January 19, 2022

                            IMPROVED

                            • [Metrics] Fixed an issue some users experienced viewing results on the Metrics page.

                              #January 17, 2022

                              IMPROVED

                              • [Editor] Fixed an issue with some wild resizing of images copied from Microsoft Word or Google Docs and pasted into Proposify editor.

                                #January 12, 2022

                                IMPROVED

                                • [Authentication] Fixed an issue that was preventing users from successfully logging in when using a temporary password.

                                • [Profile] Ensured all states available in the dropdown for Union Territories in India.

                                  Previous release notes: