Proposify Release Notes
# Proposify 2.6.02
- [Security] Found and fixed a security loophole where sneaky users from one account could edit another account's sections and pages.
- [Pipeline] Discovered and fixed an issue where a proposal can remain in the "unsigned" queue, even when all signatures are present. Turns out it happened if a customer signed a different signature box from the same proposal, in a different tab, from within the same browser. We have no idea why anyone does that. But now things will work properly for them.
- [Pipeline] Fixed a weird issue where people would see "Day(s) Left in Trial" the moment they logged into their account, along with a bunch of missing buttons. It was like coming home early to find your dog hosting a book club: confusing and very wrong.
- [Clients] Fixed an issue where dashes and brackets weren't allowed in the “phone number” field when adding a client.
- [Salesforce Premium] Added an additional feature to our API. It allows for better syncing between Salesforce and Proposify in the app exchange widget.
- [Salesforce Premium] Added an extra additional feature to our API. This one helps people search for exact company names while using our app exchange app.
- [Zoho] Fixed an issue where a proposal linked to a deal in Zoho would fail. This was due to brackets in the clients' names. Fixed it by telling Zoho "they're just bendy Ls".
# Proposify 2.6.01
- [Pipeline] We've launched the beta test for our new Pipeline improvements. If you're a killer closer with thousands of proposals in your pipeline, this will help you keep your load times down. Is your company's sales activity turning your pipeline into a slog? Talk to our support team and join our test program!
- [Content Library] Improved enforcement of our permissions feature so it boots users who try to do things they shouldn't. We just needed to hire a more intimidating bouncer.
- [Editor] Lists will no longer break their formatting in Pageflow. We swear we can count, even if there's more than one page.
- [Activity Feed] Fixed an activity feed issue. It would show activity using the permissions of the highest-ranked user who logged in from the same browser on the same computer. The number of “espionage”-based accusations should stop. It turns out we were the moles all along.
- [Video] The issue where Vimeo videos play simultaneously within the same section has been resolved. Fun fact: "multimedia" doesn't mean all media at once.
- [Salesforce] Specific to our Salesforce premium integration: We've added an error message when a custom field being pulled contains more than 255 characters.
- [Salesforce] We fixed a PHP error that occurred when connecting Salesforce to an account, then updating a proposal.
- [Zoho] Speaking of PHP errors, we fixed a similar error in the proposal settings page if you have Zoho is connected along with Salesforce.
- [Zoho] Fixed an issue where an updated due date in proposify wouldn't change in Zoho.
# Proposify 2.6.0
- [Salesforce] We've added a new feature to our Salesforce premium integration: custom field mapping! This lets you take your string fields from opportunities and link them directly to your proposal custom fields in Proposify.
- [Preview] Also new to Proposify: presentation mode! Find yourself in a sales call and need to make a presentation on the fly? Your proposal can now enter "presentation mode", turning your proposal into a full-screen, keyboard-navigated deck. Click here to learn more.
- [Editor] Updated the proposal settings slider in the editor so you can add contacts the same way you would working directly from the proposal settings page. If we make something pretty, we should make it pretty everywhere.
- [Page Flow] Fixed an issue where our ordered lists in page flow text boxes would lose count after flowing to a new page.
- [Page Flow] Fixed an issue where indented lists would no longer be indented when flowing to a new page.
- [Page Flow] Also fixed an issue where ordered lists would go haywire if the first item was deleted and the user pressed enter. Lesson learned: don't make your lists like a Jenga tower.
# Proposify 2.5.9
- [Editor] Fixed an issue where duplicating a page would only load the first page in that duplicate. The rest would just be fuzzy jpegs. Don't worry, your eye prescription was fine. It was us.
- [Zapier] We updated our Zapier integration’s “total” value in the sample to show an actual value. This replaces the previous value: "one gajillion dollars", which we've been informed is not an actual number.
- [Permissions] Closed a permissions loophole where people could edit duplicated sections.
- [Zoho] Fixed an issue where Zoho stages weren't appearing in dropdown menu options when Zoho had a non-english language setting. We swear we weren't trying to exclude the french. #Canadajokes
- [HubSpot] Fixed an issue where we'd keep attempting to make the same invalid update repeatedly, even after HubSpot told us it was invalid. As of this fix, our restraining orders from HubSpot have dropped dramatically.
# Proposify 2.5.8
- [Marketing] We made a release notes page! 🎉
- [Onboarding] We improved our onboarding questionnaire to more easily allow people to opt-in to our marketing messages
- [Security] We beefed up security a couple of weeks ago. Now we're putting a system in place to better sort the good guys (you) from the bad guys (hackers, scammers, people who put fish in the office microwave).
- [Security] Added some more security features preventing our customers from being awful to other people.
- [Salesforce] We've added a new feature to our API that allows people to see if they have certain custom fields mapped from Salesforce to Proposify.
- [Insightly] We've upgraded our Insightly integration to support the newest version of the software. Our integration doesn't do anything new, so it's less like getting a new car and more like getting your car washed.
- [Zapier] We updated our Zapier integration’s “total” value in the sample to show an actual value.
- [Zapier] Created a new zapier trigger "New Proposal Reminder". Our next zap: poking the customer until they sign.
- [Zapier] You can now see who triggered a "proposal viewed" event in Zapier, letting you more easily keep track of why you keep receiving all of these emails.
- [Quickbooks] Fixed an error where invoices with "%something" being generated provided HTML code as an error message. Turns out the site thought you were talking directly to it.
- [Salesforce] Fixed an issue where custom fields weren't cleared in Salesforce when they were cleared in Proposify. This updates our previous version: assuming you'd hired a custodian.
- [Salesforce] Related to the previous Salesforce fix, this will now prevent an error message that appears when making a proposal with an ex-mapped field. Never send a message to your ex.
- [Salesforce] Fixed a permissions issue with Salesforce’s chatter feeds. We downgraded the status check from “that giant death machine from Robocop” to something a little more friendly.
- [Salesforce] Fixed it so the system doesn’t keep trying to do the thing if it makes an error. You know what they say about insanity...
- [Salesforce] We created an error message when generating a proposal in Proposify. If there are mandatory fields in SalesForce, an error will occur if those mandatory fields aren't filled out. When we say it's mandatory, we don't mean maybe!
- [HubSpot] Fixed a hiccup in with HubSpot deals. Now, linking a HubSpot deal to a proposal doesn't move your deal backwards in the pipeline. Instead, it'll stay where it was. Sit. Stay. Good Dog.
# Proposify 2.5.7-1
- [Integrations] We updated our integration error email to send less frequently if they’re related to the same issue. We also changed the email address in the message from firstname.lastname@example.org to one that exists.
- [Editor] We’ve updated how our numbered lists work when housed in a page flow text box. Now the list will continue its sequence throughout the pages, even when our editor gets confused about large bodies of text. Proposify: Bringing order to ordered lists.
# Proposify 2.5.7
- [Internal] Added some A/B testing tools to our accounts, giving us new ways to experiment on some new features with users who opt-in for beta testing. We still get to keep the sinister-looking lab coats and rubber gloves, right?
- [Onboarding] We added a phone number field to our registration page. So far, our data shows that most of our users have the same number: 867-5309.
- [Internal] We've also added some updated PHP testing on the app to help catch bugs before they're released. I've been assured that this is just code and not a giant bag of spiders we're releasing into the office.
- [Input Forms] Fixed an issue where deleting a user would keep all of their input forms active. This reduces that awkward conversation "Hey, I know you just left, but could you fill this out for me?"
- [Pipeline] Fixed a weird issue involving the activity feed. It would say a proposal was signed after a client clicked the "sign here" button and then do nothing for 2 hours. Now it sends them to a blog post on how to curb indecision.
- [Editor] We updated our editor's text input function. Now, it's much easier to see the cursor when you add an inline image or table.
- [HubSpot] HubSpot Integration: fixed a timeout issue with our widget, leading to a blank page
- [Salesforce] Salesforce Integration: fixed an error that occurred when inputting an incorrect opportunity name in proposal settings. Turns out the opportunity needs to exist in order for us to work with it.
# Proposify 2.5.6
- [Back End]We extended the time you can remain inactive in Proposify to 4 hours. Perfect for times when that "quick question" turns into a 3-hour gauntlet.
- [Input Forms] Stopped our fillable forms from blocking people trying to collect information that was safer than a credit card. No, you still can't collect confidential payment info, but now IBANs and phone numbers are fair game
- [Email] We fixed how reminder emails are sent from the Snapshot. Now the reply-to will be the proposal lead instead of the account owner. No more random reminders from the head honcho scaring off your clients!
- [Editor] Fixed an issue where using variables in fixed fee tables wouldn't populate the total.
- [Salesforce] Fixed an issue with our Salesforce integration where input forms weren't populating in the Chatter feed. Our input boxes are now chatter boxes!
- [Zoho] We've improved our site's sync rate with Zoho from "Weekend Dad" to "Helicopter Parent". Now proposal details update when the proposal is created, as well as when you futz with the settings.
# Proposify >2.5.6
Rather than go through a year's worth of tiny tweaks and bug fixes that everyone already forgot about, here are all of the cool new things we made this year:
- Our first project of the year was a late Christmas present to the Sales and Support teams: an upgrade to our admin panel! It gave us more details at a glance and allowed us to have more control over the account without having to bug devs.
- We improved the Proposal Preview, including adding the ability to colour the background and add logos.
- We added Client Input Forms, a new feature that lets you collect much-needed information from your clients.
- We also beefed up our Salesforce integration to allow for a live, two-way sync.
- Speaking of Salesforce, we also launched a public beta of our Salesforce App Exchange app. It lets you build and send proposals straight from Salesforce, without the need for an extra browser tab in Proposify.
- We made some improvements to the Hubspot client import tool, including adding more things that could be pulled. We also removed mass-importing as a feature.
- Folders! We added an additional organization tool for users who wanted more than tags to sort their content. We also added “waterfall permissions” to these folders, so you could easily set permissions by throwing them into an appropriate folder.
- The Proposify Partner Program officially launched! We’re now able to give some real rewards to people who recommend our service.
- In April, we updated the cancellation process to make it easier for customers and the support team to cancel accounts. In addition, we let the account remain active until the billing period expired rather than cancel immediately. This gave people time to make sure the lights were off and everything packed up before checking out for the last time.
- We officially closed mass contact importing from our other integrations, not just Hubspot. Instead, we made it easier than ever to import individual contacts you DID need where you needed them.
- We updated how the type styles function worked and added a few extra improvements to the WYSIWIG toolbar.
- We collected feedback and issues with our Salesforce App Exchange app and wrote a list of how it should work outside of Beta. We are working with the dev team now to make it perfect.
- We added even more text editor improvements! Now you can save your current text styling as the new default from the type styles dropdown.
- We began work on a tool that would let you know when your integration’s API code is out of date. Kind of like when you get married and suddenly people talk to you differently.
- We created a new tool for our certified partners and support team: the ability to transfer templates to other accounts with the click of a button. No more hours of redundant manual entry!
- We made it easier to clear formatting. Now you can click the button and the formatting will clear, even if nothing was highlighted.
- We launched the new edit styles and formatting button, your one-stop shop for styling your content.
- We created a new Enterprise Accounts tool, allowing large customers and franchises to create “sub-accounts”, that are linked to the main account. Now sub-accounts can use their accounts without having to worry about interfering with other franchises.
We spent August focusing on improving the app, welcoming and onboarding new team members, and setting the framework for some cool new things coming out soon. Keep an eye on future release notes to see what those were!