Proposify Release Notes

# December 14, 2020

What's New

  • [Salesforce] We’ve updated how you connect your sales document to a Salesforce opportunity in Proposify. You’ll now have more visibility into what is being connected and what is being shared.

Improved

  • [API] Made some updates to our API around status and approval endpoints. Not sure what this means? Find your colleague in the office with the Star Wars Funko Pops on their desk. They can explain it.
  • [Editor] Squished a back-end bug that would cause errors when locking an element immediately after undoing an edit.
  • [iOS] Fixed an issue in the iOS app that caused people to be unable to check the status of their proposals. You should now be able to view your document status once again.

# December 9, 2020

Improved

  • [Comments] Squished a bug that would prevent users from deleting comments from Client Preview if a custom domain is enabled.

# December 7, 2020

Improved

  • [Xero] Launched a script that will automatically transfer our existing Xero integration users to the app’s new OAuth standard. Xero will see your integration and be all “yeah, I know 'em. They’re legit.”

# December 3, 2020

Improved

  • [Images] Removed the weird, invisible frame that would prevent users from manipulating images added off the left side of the page.
  • [Xero] Updated our API to account for updates to Xero’s API authentication tool. New Xero integrations will now be super authenticated. Xero will be all "yep. I recognize that person, alright."

# November 30, 2020

Improved

  • [General] We gussied up the colours of our in-app notification messages to make them more accessible. Error and success messages should now be clearer to read.
  • [Preview] We removed the ellipsis menu from the Preview page and added buttons for Download PDF/Attachments next to Accept. This should make it easier for your clients to download important attachments and copies of your sales document.

# November 26, 2020

Improved

  • [Mobile] Squashed a bug that caused users of our mobile app to be logged out when they received a notification.

# November 23, 2020

Improved

  • [Clients] Last week, we added a “focus” so the cursor is ready to enter text when you select new company. Today, we’ve done the same for new contact.
  • [Editor] Resolved an issue where the zoom would reset when entering the different menus (Styles and Formatting, Repeaters, etc).
  • [Editor] Resolved issue where locked elements won’t unlock despite hitting the unlock icon.

# November 18, 2020

Improved

  • [Onboarding] Improved our onboarding tour to help new users get started with Proposify. Mainly, we added a warning about the Dolly Parton coffee mug in the lunchroom. Cora from Operations brought that from home and she will ruin you if you’re caught using it.

# November 16, 2020

What's New

  • [Editor] We’ve added a new feature to your editor: Layer locking! This tool helps you keep important elements in their correct place by selecting the padlock icon when selecting an element.

    Click here for more information.

Improved

  • [Clients] Added a small improvement to adding a client. Now you don’t have to click into the first text box, you can select add client/company and start typing.
  • [Variables] Resolved an issue where variables wouldn’t update in certain scenarios if the root of the variable had changed.
  • [Content Library] Added some consistency to how we load our preview thumbnails in the Content Library.
  • [General] Sped up the time to duplicate a sales document.
  • [Client Preview] We had previously included the Sign & Accept button when there was nothing to actually sign. We’ve changed it to say Accept if there are no signature boxes in the document.
  • [PDF] Video links in PDF files were muted by default. We’ve unmuted them. Please adjust your speakers accordingly.

# November 12, 2020

Improved

  • [Images] In order to improve loading times, we’ve updated how we name your photos once uploaded to your Image Library. You shouldn't see a difference, but our database will stop crying every time it has to sort through thousands of "logo.jpg" to find yours.
  • [Pricing Tables] Resolved an issue where importing many fees to a page flow pricing table would boot the user to the Pipeline page.
  • [API] We made a slight back-end change to our API’s GET endpoint that led to a minor front-end explosion. We’ve fixed it so users can pull less combustible client preview links through the API.

# November 2, 2020

What's New

  • [Integrations] We’ve added Intercom as a supported chat widget integration! This enables you and your team to keep in direct touch with your prospects while they have eyes on your document. Click here to read more.

Improved

  • [Templates] Fixed the three-dot menu button in the Template Library to react the same way as every other three-dot menu button when selected.
  • [Templates] Found a bug where users could interact with templates after changing the sort options, even if we hadn’t finished reorganizing anything. Now you’ll have a beautiful loading screen while waiting for us to get everything in place.
  • [Salesforce] Resolved a “field integrity” error some users were receiving when creating documents through Salesforce. It sounded like a Star Trek thing, so I recommended bypassing the flux polarizers and diverting power to the ionic particle matrix. The developers looked confused and just fixed some code. It works fine now.

# October 26, 2020

Improved

  • [Zoho] Resolved an issue where users trying to connect zoho.eu and zoho.com.au domains to Proposify weren’t recognized as existing.
  • [Pricing Tables] Resolved an issue where, under certain currency settings, the pricing table’s values would be replaced with a “v” instead of numbers. What appears in Client Preview will now match what you’ve set in the Editor.
  • [Integrations] Added an emergency shut-off switch for integration use. Our users typically shepherd small flocks of information into Proposify. This switch will help stop the app from breaking when users drive a stampede through our gates.

# October 21, 2020

What's New

  • [Editor] Have you ever been working on a sales document and wanted to take a peek at what your prospect would see? We’ve now included a Preview button in the editor that takes you straight to the Client Preview page.

Improved

  • [Clients] Found an issue affecting Windows users trying to use our sample CSV. Our importer should recognize the files we sent out to you again.

# October 19, 2020

Improved

  • [Zoho] We’ve updated the branding on our Zoho integration page to better align with their new look. Nothing worse than having no one acknowledge your makeover.
  • [Images] Found a bug where cropping images would cause the image’s size to change. We fixed it so that cropping maintains its original size. Well, smaller, but only because you snipped off bits of it.

# October 16, 2020

Improved

  • [Onboarding] If a user placed upper case letters in their email address (e.g.: person@CompanyNameHere.com), the account's subdomain would use the same case. This displeased the internet gods. We’ve now fixed it so you can type your email address how you want and we'll make offerings of cat videos to appease them.

# October 15, 2020

Improved

  • [Pipeline] Found an issue that caused errors if someone archived a proposal containing a manually formatted table. How can a pricing table break archives? It’s like the butterfly effect, except the hurricane is in your Pipeline.
  • [General] We’ve streamlined the onboarding process for new users. We’re asking fewer questions so newcomers can dive right into the cool stuff.

# October 14, 2020

Improved

  • [Editor] Squashed a bug from yesterday’s release that caused images and shapes to spill outside of the page. Sorry to those who opened the Editor to find their document looked like an 8th-grader's collage project.

# October 13, 2020

Improved

  • [Pipedrive] When importing contacts from Pipedrive, we’ll now pull all standard fields for a client, rather than just the name and email address.
  • [Salesforce] Resolved an issue where non-admin users in Salesforce were finding their changes to contacts in Salesforce weren’t reflecting in Proposify.

# October 5, 2020

Improved

  • [PDF] Resolved an issue where text using certain font formatting would shift when converted to PDF. This isn't what people mean when they say language shifts.

# September 30, 2020

Improved

  • [Signatures] Squished a bug preventing certain users from signing specific documents. What the bugs had against these documents and users, we’ll never know. We squish first and ask questions later.

# September 28, 2020

Improved

  • [Send] For Venti customers, we’ve added a signature forwarding link to the send page. If you have an unassigned signature in your document, you can now forward a link to unknown signees from the Send page as well as Client Preview.
  • [Preview] Some users had issues where the comment box was cut off when their browser’s magnification was set very high. We’ve fixed it so that if the comment box doesn’t have room on the right, it’ll appear in the middle of the page.
  • [Preview] We found the regression of an old bug where the “date format” option stopped updating date variables. This is about as disappointing as a bad horror movie sequel. We’ve squashed it again and will keep this from becoming a trilogy.
  • [Pricing Tables] Found a bug where certain tables wouldn’t allow users to add or remove rows without duplicating the table. We’ve fixed it so that you can change your rows without duplicating.

# September 21, 2020

Improved

  • [Critical] Usually the traffic coming to and from Zapier is like a gentle babbling brook. One particular zap today made that traffic a tsunami, flooding our servers. This change helps build a dam to prevent future problems.

# September 21, 2020

Improved

  • [Content Library] Fixed a problem where the snippets and images autocomplete search results didn’t properly filter for content inside the current folder.
  • [Content Library] Found a bug where importing a CSV of fees wouldn’t properly import the provided tags. We’ve changed it so the tags are applied the way you wanted.
  • [Salesforce] Resolved an issue where the imported Salesforce products were displaying the product code in the pricing table.
  • [Salesforce] Fixed a problem where some users' opportunity links wouldn't reconnect when disabling and re-enabling their Salesforce integration.
  • [Salesforce] Resolved an issue preventing our App Exchange users from installing the app in a sandbox environment. Our App Exchange app is now something you can play within a sandbox. Just remember to share and play nice with your friends.

# September 14, 2020

Improved

  • [Editor] We’ve updated the font and table design settings for users starting a template from scratch. This should help make the Editor easier for new users to pick up.

# September 8, 2020

Improved

  • [Editor] A while back we added a way for you to paste images from your clipboard to immediately replace a selected free-form image. We’ve now expanded that to include inline images. Enter a text box, select an image, then paste the new image and we’ll replace the old one instantly.
  • [Salesforce] A number of users thought pull opportunity details needed to be selected to link a proposal to an opportunity. We’ve added a note letting them know it’s optional.

# September 3, 2020

Improved

  • [Archive] Fixed a problem that prevented the Archive from loading more than 50 documents.
  • [Sections] Resolved an issue where specific sections would appear blurry in both the Editor and Preview pages. Your eye prescription is fine, that was on us.

# September 2, 2020

Improved

  • [Salesforce] We’ve added some background tweaks to streamline importing your Salesforce Products to a dynamic pricing table.

# September 1, 2020

Improved

  • [Pipeline] Fixed an issue where very long prospect names would cause the Pipeline to slow down. You can now, once again, send a document to Professor Allegorium's Spaghetti Emporium and Cheesecake Repository without breaking anything.

# August 31, 2020

Improved

  • [Snapshot] Resolved an issue where, in certain situations, selecting view email wouldn’t let users view their email. We’ve fixed it so future messages will be viewable.

# August 28, 2020

Improved

  • [Pipeline] Fixed a problem that affected a specific account’s pipeline. It caused flowing streams full of sales docs to turn up dry. We fixed it and now the pipeline is running and showing growth once again.
  • [Salesforce] Squashed a bug that would turn a Salesforce product with multiple decimal points into a full value. There’s a slight difference in cost-per-click between 1.00787 cents and 100,787 dollars.

# August 26, 2020

Improved

  • [PDF] Resolved an issue that blocked downloading for proposals with no style assigned. We’ve tweaked the download tool to be less of a fashion snob.
  • [Pricing Tables] Also stomped out a bug that prevented alternating rows from changing colours.

# August 25, 2020

Improved

  • [Zapier] Fixed an issue that came up from August 22’s release that caused some of our Zapier zaps to no longer work.

# August 24, 2020

What's New

  • [Editor] Do you drool over descenders? Swoon over swashes? Do you stan serif or are you sans serif? If you answered “yes” to any of this, you’ll be excited to know we’ve updated our Google Fonts library. This adds a whopping 165 new, free fonts you can add to your templates and sales documents.

    Here’s a link to our Available Fonts so you can discover your organization’s new favourite typeface.

Improved

  • [Pricing tables] Squashed a bug that prevented headers in flowing tables from updating together.

# August 22, 2020

What's New

[Pipeline] It’s here! We’ve made some updates to your Pipeline page that should help you more easily sort and find your sales documents.

  • We now support up to 20 streams to help you sort your content however you need.
  • You can now filter your results by status and by user.
  • You can sort your results by date created or due date and choose how many to load at a time.
  • Your filter settings will be saved to your account, so you’ll see the same filters every time you navigate to the Pipeline.

Improved

  • [Pipeline] We’ve also improved the default stream, enabling you to move and rename it like any other stream.

# August 19, 2020

Improved

  • [Pricing Tables] Applied dynamite to a bug that would delete a pricing table when users pressed the delete key in a highlighted cell.
  • [Editor] Fixed an issue that would duplicate content after selecting undo multiple times. Some would argue “make more things” is the exact opposite of what an undo button should do.
  • [Permissions] Added a new permission set for users needing approval before they can send a sales document. You can now choose whether those users can return a document to Drafts after it’s been sent.
  • [Billing] Squished a bug that would cause an error when certain users accessed the Billing page.

# August 12, 2020

What's New

  • [Templates] We’ve added a new tool that will make it easier to batch-update sections in templates (if you have permission to edit them). When editing a section, you’ll now be able to push changes to templates your role can edit containing this section. This upgrades updating your branding from “tedious chore” to “tiny blip”. Here's our knowledge base article on how it works.

Improved

  • [Editor] We’ve improved how our page flow sections react when pasting large amounts of text. Page flow now triggers when your pasted text runs over the page, rather than just sweeping the runover text under a rug and hoping you don’t notice.

# August 6, 2020

What's New

  • Want a fancy new way to show off your team's sales metrics? Proposify is now offering a reporting tool for per-seat Grande plans and above. You can view a report of sales activity over time and filter by timeframe, stream, workspace, and client. You can even download a CSV copy. Sales metrics never looked so good.

Improved

  • [Salesforce] Changed up the link titled view our documentation on the Salesforce integration page. It now takes you to our documentation.

# July 29, 2020

What's New

We’ve made a range of improvements to the Salesforce App Exchange release. You can now:

  • Change a proposal’s state (sent, viewed, won, lost).
  • Archive and restore your documents from the opportunity.
  • Link and unlink documents directly from the app exchange app.
  • Save the current version of a document as a PDF attachment in your opportunity.
  • Use the dropdown menu to logout or open Proposify, even if there’s no document attached to an opportunity.

We’ve also streamlined some steps in the installation process to help make it easier to get started.

Improved

We’ve also included some bug fixes and improvements for:

  • Updating your contact information.
  • Loading the editor.
  • Security and permissions
  • Deleting proposals.

# July 24, 2020

Improved

  • Remember that fix we made earlier this week grouping your edits by session, so you can more easily view your document's activity? We liked it so much we’re applying it to all snapshot pages, even ones made before the fix went out.

# July 22, 2020

Improved

  • [Salesforce] Resolved an issue where linking an opportunity to a sales document containing a single contact unassociated with a company would fail.
  • [Pricing Tables] Squashed a Chrome-exclusive bug that would cause fee tables to continually expand when trying to resize them.
  • [Pricing Tables] Fixed the “move row” icon so that it looks like it used to. The “empty grey square” look was about as stylish as a burlap sack.

# July 21, 2020

Improved

  • [Snapshot] Found an issue where, once the proposal was sent, the activity feed was logging each change as its own edit, overwhelming the activity feed. We now log every change you make in a session as one entry. It’s one thing to know when your team is dotting their i’s and crossing their t’s, it’s another to be informed of every one.

# July 16, 2020

Improved

  • [Pricing Tables] Optional fees weren’t appearing as selected in Preview Mode. We’ve made the checkmark visible again.

# July 15, 2020

Improved

  • [Pricing Tables] Resolved an issue where a “horizontal border” option adds a border to the top and bottom of a pricing table. We’ve fixed it so you can choose which border you’d like to add.
  • [Content Tables] Found an issue that caused certain content tables to inflate their padding. We’ve deflated them.
  • [Snapshot] Resolved an issue blocking users from previewing reminder emails in the Snapshot page.

# July 13, 2020

Improved

  • [Pricing Tables] Improved arrow key navigation in pricing tables. Fun tip: if you press up, up, down, down, left, right, left, right, B, A, and Enter while in a fee table, nothing happens!

# July 8, 2020

Improved

  • [Variables] Starting today, non-custom variables such as {total} and {date_accepted} will be locked once a sales document is sent. This prevents changes while a customer is reviewing a document. There are some exceptions:
    • User/Prospect variables, such as {client_company} and {proposal_lead} will still update if changed.
    • {proposal_name} will also change if it’s updated.
  • [Variables] Fixed a bug where the proposal's name remained unchanged in Client Preview when submitted. When we said “we’re locking variables”, we didn’t mean that one.
  • [HubSpot] HubSpot’s error message included the phrase “when [prospect] accepted the proposal…” even if the proposal wasn’t accepted or sent. We’ve clarified the error message to reduce stress-induced ulcers in our customers.

# July 2, 2020

Improved

  • [Salesforce] Resolved an issue where client contacts would not be uploaded to Salesforce if create a new opportunity was selected.
  • [Hubspot] Squashed a bug that would let users send a proposal, even if it has been marked as won/lost. We all love the thrill of a closed sale, but it’s best not to get the prospect to sign again “for funsies”.

# June 29, 2020

Improved

  • [Editor] Squashed a bug that would duplicate content if you accidentally deleted a page flow page with pasted content, then undid that action. Now the action will be undone without evil twins.
  • [Editor] Made our copy/paste work more consistently when trying to paste a stand-alone image into a text box.

# June 24, 2020

Improved

  • [Editor] We’ve fixed a bug where highlighting and manually changing the styling of a table header/footer’s text would only apply to new entries. Now whatever you’ve highlighted will also change style.

# June 22, 2020

Improved

  • [Editor] Found a bug where the {total} variables would show the wrong amount when adding and removing taxes from the total in a proposal with editable quantities.
  • [HubSpot] Turns out the edit button fell off of our Hubspot widget. We used better tape this time around.
  • [Salesforce] Fixed an issue that would cause errors when updating Appex packages.
  • [Salesforce] We had a bug causing errors when importing contacts from Salesforce, causing the client to upload without their company. We’ve now resolved that error so both should upload without a hitch.

# June 17, 2020

Improved

  • [Preview] We’ve added more French translations to the client preview page for smaller elements (zoom menu, alert message, comment box, etc).
  • [Salesforce] Our robots found some small bugs with contact importing, so we squashed them. The bugs, that is. The contacts remain un-squashed.

# June 15, 2020

Improved

  • [Editor] Updated the “click here to add content” placeholder text to match the text styling you’ve set in the document.
  • [Preview] When changing an editable quantity, the Preview's total footer would sometimes not update the taxes. We've fixed it so that taxes are recalculated when changes are made.
  • [Templates] We’ve added a warning when closing the Template Settings menu without saving your changes.
  • [Salesforce] When disconnecting your Salesforce integration and restarting it with a new business, we’ll now warn you that your field mappings will be reset.

# June 11, 2020

Improved

  • [Variables] Resolved a bug where variables would remain the same until the page was refreshed, even when changing the variable’s source (proposal total, page number, proposal name, etc).

# June 10, 2020

Improved

  • [Editor] We’ve made some small tweaks and improvements to the editor. It should run a little faster and smoother.

# June 8, 2020

Improved

  • [Editor] Images pasted from screenshot apps like SnagIt or Greenshare often came out blurry or bad quality. We've made a few tweaks so they turn out nicer.

# June 5, 2020

Improved

  • [Preview] We had a mistranslation in the french version of our signature acknowledgment. Nous l'avons corrigé. Désolé pour la confusion.

# June 3, 2020

Improved

  • [Permissions] Fixed some issues where some permissions for template folders were being blocked by content library permissions.

# June 1, 2020

Improved

  • [Preview] We removed the zoom bar from our Preview pages when they’re viewed on a mobile device. Pinching is so much more satisfying.
  • [Preview] The sign & accept bookmark on the right of the Preview page had some positioning trouble after our zoom bar update. We’ve applied some post-it glue to the thing to help it stay where it’s supposed to.
  • [Content Library] We beefed up our search engine’s auto-complete to better help you locate your fees.
  • [General] Fumigated a few back-end bugs.

# May 27, 2020

Improved

  • [Editor] We’ve made some big improvements to help with landscape documents! We’ve added a zoom menu to the preview page and included a fit option. Now you and your customer can view the big picture, then zoom in on the details. As an added bonus, we also added the fit option to the Editor's zoom menu.
    You might say this...
    ( •_•)
    ( •_•)>⌐■-■
    (⌐■_■)
    ... changes the landscape.
  • [Salesforce] When disconnecting and reconnecting a Salesforce integration, we’ll now do the work of reconnecting your mapped fields from when you were last connected.
  • [Templates] Found an issue where changing view permissions of a folder while someone was inside would still give them (temporary) access to that folder. Kind of like locking the store with a customer still inside.
  • [Permissions] Fixed a bug where a user could not return an approved proposal to Draft state if their void won proposals permission was disabled.
  • [Permissions] Resolved another permissions bug where users wouldn’t be able to add, edit, or delete folders in the Template Library if add/edit/delete folders was disabled in Content Library Permissions.

# May 26, 2020

Improved

  • [Templates] There was an issue causing network errors if you tried to batch update permissions for multiple templates in the Template Library. We fixed it.

# May 25, 2020

What's New

  • [Templates] Have you ever looked at how organized your Content Library was, then wept at the state of your Template Library? Well, cry no more! Folders are now available in your Template Library. Now you can better sort your Templates so your team can find the ones they need fast.

Improved

  • [Editor] Squashed a bug that would boot you to the Pipeline with a permissions error when undoing and redoing resizing a page. Now you can compare the look of your content without having your access revoked.
    If you’re still unsure, our designers recommend using white space to boost the impact of your content
  • [Templates] Did you ever leave the Template Editor and find a colour picker lodged in your Navigation Bar?
    If the answer is “yes”, good news! We’ve fixed that problem.
    If the answer is “no”, good news! It won't happen for you.

# May 21, 2020

Improved

  • [Preview] Fixed an issue where Drift would prevent users from editing the proposals Preview Settings.
  • [Preview] Fixed an issue where Drift wasn’t showing up in proposal preview despite being set up correctly. Drift has been keeping us on our toes.
  • [Salesforce] Whipped the AppEx widget into shape as it wasn’t reflecting changes made to the opportunity link when a user updated a proposal on Proposify.
  • [Editor] Replacing an image will no longer resize it to that of the original image. It turns out one size fits all is not the rule for image files.
  • [Errors] Updated integration error messages to reflect proposify.com rather than proposify.biz email. Our .biz is soooooo 3 years ago.
  • [Zoho] Fixed the issue where Zoho deals were showing twice in the proposal settings dropdown.

# May 19, 2020

Improved

  • [Domain] Instead of accessing the app through your custom domain, we now push you to log in to app.proposify.com.

# May 14, 2020

What's New

  • [Internal] Made a quick tweak to our Kibana error reports.
  • [Internal] We’ve started laying groundwork to migrate existing Salesforce integration users to our new multi-docs initiative. More docs = :)
  • [Domain] Instead of accessing the app through your custom domain, we now push you to log in to app.proposify.com.

# May 11, 2020

Improved

  • [Integrations] It is with a heavy heart that we announce a fond parting of ways. We’ve phased out support for the following integrations:
    - Basecamp 2
    - Freshbooks Classic
    - Highrise
    - Insightly
    - Podio
    While our paths go in different directions, we’ll always remember the fun times we shared; like that invoice we generated that one time, or that deal we linked. That was a good deal.
    For those using Basecamp 3 and New Freshbooks, our relationship is still going strong and we’ll continue to support your integration.
  • [Email] We’ve added a success message when you cancel a reminder email. This comes as an improvement to our previous method: leaving an offering to the internet gods and hoping for the best.

# May 6, 2020

Improved

  • [Salesforce] Minor bug fixes and improvements to our Appex App.

# May 4, 2020

Improved

  • [API] We’ve added the ability to include unassigned signatures to a document using our API.
  • [Clients] We’ve improved how we handle deleting clients. You’ll no longer have to delete signature boxes from active proposals featuring that client. Similar to deleting users, you’ll instead be prompted to reassign these signatures to a new contact.

# April 29, 2020

Improved

  • [Pipeline] We had an issue where the show more option would not appear in the Awaiting Approval queue. We’ve fixed it so that it does.
  • [Variables] Removed the timestamp from the {date_submitted} variable.
  • [HubSpot] Added a cancel option to the Request Approval box in our HubSpot proposal editor. This will prevent future interactions like:
    Proposify: "Who should we notify that this is ready for approval?"
    User: "No one. I hit send by mistake."
    Proposify: Ah, I totally understand! It happens to all of us. And who should we notify that this is ready for approval?"
    User: “…”
  • [Salesforce] Salesforce App Exchange will now update with a linked sales document’s details, even if that document was made and linked from Proposify.

# April 27, 2020

What's New

  • [API] Added a new function to our API beta that lets users unarchive a proposal.

Improved

  • [Roles and Permissions] We’ve reverted the Snapshot and Pipeline pages to make send and edit big again after the recent changes to Roles and Permissions.
  • [Variables] Squashed a bug that would change variables in won proposals when a user is reassigned.
  • [Zapier] Squashed a bug that was sending Zapier’s test PDF to a user’s Google Drive instead of a proposal PDF.
  • [Roles and Permissions] Caught and squashed a small bug in the approval permissions process.

# April 22, 2020

What's New

  • [Pipeline] We’ve added a send reminder option to the three-dot menu for proposals in Sent state. Now you can prod your prospects without navigating to the Snapshot.

Improved

  • [Approval] We’ve made some small improvements to who shows up in the “choose who to notify for approval” list, based on a users' proposal view permissions.
  • [Approval] Resolved an issue that would cause a proposal to return to Draft state if it was reassigned while awaiting approval.
  • [Comments] There were some comment boxes that refused to close, like an uncle trying to get the last word in a dinner table argument. You can now close them.
  • [Editor] Applied some feng shui to the buttons in the Proposal Settings and Template Settings menu drawers.
  • [Editor] Squashed a bug that would cause an extra bullet point to appear above content in an unordered list.
  • [Pricing Tables] Fixed an issue where certain fee tables wouldn’t follow the currency set in Template Settings.
  • [Images] Applied spray to a bug where if an image was replaced with copy/paste, it wouldn’t appear in Preview mode. The pasted image will now appear.

# April 20, 2020

What's New

  • [Roles and Permissions] We’ve made some big changes to our approval workflow:
    • Our approval workflow is now tied to the user, rather than the proposal lead. This means that if someone needs to get the green light on a proposal before sending it, it doesn’t matter who the proposal is assigned to. They’ll need approval before sending any proposal. Also, if you can send without approval, you can send any proposal.
    • If someone needs approval before sending a proposal, no preview links will be available until they get the nod from an approver.
    • If a proposal is in awaiting approval state, no one can send the preview link to the customer until an approval or rejection is logged.
    • In Roles Settings, you can now enable the or toggle next approving roles to assign an extra role to be notified for approval. Perfect for when a sales manager goes on vacation.
    • Finally, we’ve added an extra option in Roles Settings: watermark unapproved proposals. If you’re worried a role may try to bypass approval by sending a PDF, enable this option. A large “Draft” watermark will appear on every page of a saved PDF for proposals in Draft and Awaiting Approval state.

Improved

  • [Activity Feed] Rearranged some priorities so that sticky notifications are at the top
  • [Approvals] Found a bug where, if you have multiple browsers open, you could both approve and reject a proposal, where the last one selected would stick. Now, the early bird gets the review.
  • [Approvals] We found that after building the “this approval was rejected” sticky notification, it was too sticky and would latch on even after edits were made. Fixed this by using less glue.
  • [Clients] Squashed a bug that would cause the Clients page to time out for some users.
  • [Search] Resolved an issue where searching for something with an underscore would return no results.
  • [Editor] We've improved how our editor handles resizing rotated elements. It'll now feel less like trying to use a mouse upside-down.
  • [Editor] Improved how we reshape text alignment after selecting right-align in the Styles and Formatting menu. The improvement: it doesn’t go all wonky now.
  • [Repeaters] Applied spray to a bug that would prevent repeaters from saving if you changed the doc’s page orientation.
  • [Salesforce] Squished a bug in the Appex app that would take you from the Editor to the Pipeline when changing the client to someone other than the Opportunity contact.
  • [Salesforce] Fixed a problem where a user would enter an incorrect oppty in the link to opportunity drop-down, and we’d save it anyway, causing errors.

# April 15, 2020

Improved

  • [Content Library] Squished a bug that would sometimes lock a cell in a floating fee table when working from the Section Library.
  • [Hubspot] Fixed an issue where submitting a proposal for approval from Hubspot would send the approval notification in the account owner’s name. Now you’ll be able to tell if it was your boss or the new guy trying to send a proposal covered in typos.

# April 13, 2020

Improved

  • [General] If you need to log in before navigating to a page in Proposify, we’ll now remember the page you’re trying to get to. No more ending up in the Pipeline when you were trying to update a user.
  • [Pricing Tables] Fixed a bug that would leave the total footer on the new page of a page flow section, even when deleting rows to scooch it back up. We’ve given the footer some more emphasis on scooching. It will now scooch.
  • [API] Squashed a bug that would return a 0 result when using a company name as a filter in our API beta.
  • [Salesforce] Added a “do nothing” option to stage mapping Salesforce Settings'. Now, when a proposal is moved from draft to viewed stage, you can tell us to stop fiddling with your oppty.

# April 8, 2020

What's New

  • [Roles and Permissions] Certain miscreants realized they could bypass our approval process by downloading a PDF of the sales document. From there, they could send the doc to a prospect and beg forgiveness later.

    Now, for any role with requires approval enabled, you can enable watermark unapproved proposals. If a user is assigned this role, a “DRAFT” watermark will appear on every page of a PDF in Draft or Awaiting Approval state.
  • We've also updated our release note numbering. We'll now use dates to keep you up to speed on changes to Proposify. Added bonus: Now that we're all working from home, it helps us remember what day it is.

Improved

  • [Roles and Permissions] Resolved an error in Roles Settings that would trigger if you enabled require approval, left the dropdown to select role and saved the change. It now defaults to Admin when left blank. “This person requires approval. They require no approver” is one of those paradoxes that can melt Proposibot’s brain.
  • [Roles and Permissions] Removed an option Roles Settings (edit account tags). It relates to a feature that no longer exists and can be easily confused with other features. Namely, tags in your account.
  • [Pricing Tables] Fixed an issue that would prevent the Snapshot page from updating when you changed the total of a fee table.
  • [Commenting] Squashed a bug that would mess with commenting on a page flow page in the Editor. Users had noticed that when typing in a comment box on a Page Flow section would input your text in the Page Flow text box, rather than the comment box.

# April 6, 2020

What's New

  • [Roles & Permissions] We’ve placed a few approval-related sticky notes at the top of a proposal’s activity feed. If a proposal was rejected you’ll see it front-and-center with a button leading you to the editor. If it was approved, you’ll see it front-and-center with a button leading you to the Send page. If it’s still waiting, you’ll see it front-and-center with a button to send a reminder to your approver.

Improved

  • [Fee Tables] Squashed a nasty bug that would delete a fee table when someone would try to delete a hyperlink inside the table.
  • [Salesforce] Removed the underscores from our custom fields in the Salesforce Field Mapping page.

# April 1, 2020

What's New

  • [Stripe] In light of the difficult times many businesses are facing, we’re adding our Stripe integration to all per-seat plans, including our existing Tall customers. We hope this quicker way to collect payment helps you keep closing for the long haul.

Improved

  • [API] We’ve updated our API beta to ping users with the number of results they’ll expect to get with an API call. This should help keep API devs from getting a phone book when they ask for a business card.
  • [API] Fixed an issue where requests using HTTP verb `GET` would output a `NO` result to `Proposify-Has-More-Results` filters; even if there were, in fact, more results. For the non-techies: we stopped our API from lying.
  • [Approval] Added a new button to the Snapshot Activity Feed when a proposal is pending approval. If you’re the proposal lead, you’ll see a send reminder button to nudge your approver. Approvers will see a review button, which will take them to review the proposal.
  • [Approval] Fixed an incorrect icon in the Snapshot Activity Feed when a proposal is awaiting approval.
  • [Salesforce] Added an error message when trying to create an object in Salesforce when the mapped required fields aren't entered.

# March 30, 2020

Improved

  • [Salesforce] Fixed a bug which would leave a leave a proposal nameless if mapped to a cleared field in Salesforce.
  • [Roles] We’ve added more detail to the confirmation message that appears when deleting a role. When deleting a role, you’ll now see which other roles are dependent on this for approvals. This should help keep your team from being left in a lurch when pruning your permissions sets. As always, if you decide to delete a role, all approval privileges for the dependent roles will default to admin users.
  • [Permissions] We’ve added a new notification for when someone other than the proposal lead requests approval for a document. Now the proposal lead will also get a notification. Keeping the lead in the loop should help save an approver’s inbox from multiple approval request messages.
  • [Permissions] Squashed a bug which would prevent approver roles from changing. Apparently, we had to run it by our supervisor first.

# March 25, 2020

Improved

  • [General] We’re scooching the save and cancel buttons so they’re not stuck behind our chat support button. This should let you back out of a change without summoning our support reps.
  • [Proposal Settings] The Proposal Settings page now has show all options set to on by default.
  • [Pipeline] We’ve heard your feedback! You can now rename your default stream to something other than “Proposals”.
  • [Variables] Removed the time zone data from our {date_accepted}, {date_submitted}, and {due_date} variables. Nothing adds pressure like saying “your reply is due by this date, at this hour, this minute and this second!”
  • [Roles and Permissions] Jazzed-up some wording in Roles & Permissions Settings.
    “Manage Users”
    - Boring.
    - Controlling.
    - Loosen that tie! Live a little!
    "View Users”
    - Mysterious!
    - All-seeing?
    - Possibly gives you psychic powers.

# March 23, 2020

What's New

  • [Salesforce] We’ve expanded our field mapping capabilities! Here’s the skinny:

    We’ll now be able to import more than custom fields. Standard fields from Proposify and Salesforce can now also be mapped! Want the “proposal name” to be mapped to something other than the opportunity? We got you.

    We’ve also pulled back our two-way integration, so that only the Salesforce fields will be pushed to Proposify, not the other way around. Your oppties will remain sacred.
  • [Images] Also new to Proposify: you can now paste images from another source. Instead of adding the image to the library first, you can paste the image in your proposal. If you paste an image while another is selected, we’ll ask if you’d like to replace it or add this image on top and maintain aspect ratio. Just note: this will not add this image to your content library for re-use elsewhere. This is more of a one-shot deal.
  • [Roles & Permissions] We’ve added a new button in your Users page to update and create Roles and Permissions. This should help you manage your team faster without bouncing back and forth between settings pages.

# March 18, 2020

Improved

  • [Fee Table] Squashed a bug that would prevent editable quantity values from saving when changed in the Editor.

# March 17, 2020

Improved

  • [Preview] Resolved an issue that was causing a small number of proposal previews to appear fuzzy and refuse to load.

# March 16, 2020

Improved

  • [Salesforce Appex] Fixed an issue that would cause an error when running the Salesforce App Exchange app in a specific version of Google Chrome.
  • [Salesforce] For those looking to find their client ID and secret to install the Salesforce App Exchange app, we’ve included a link in Proposify to reach it much more easily.
  • [Salesforce] We’ve tweaked our Salesforce integration so that it no longer creates a new opportunity by default whenever you’re creating a new sales document.
  • [Salesforce] We’ve gussied up the map fields button in Editors using our Salesforce integration.
  • [Content Tables] Resolved an issue where adding a bottom border to a row, then assigning a colour, would also change the colour of the row itself.
  • [Custom Fields] Fixed the bug where updating a custom field would not update your proposal until you refreshed the page.

# March 11, 2020

Improved

  • [Billing] Solved a problem where customers with credit card issues would remain suspended, even when updating their information with a valid card.

# March 9, 2020

Improved

  • [Editor] Fixed a Firefox specific issue where adding a line, shape, video, or text box over an image would make doubles of that element. This is not how two-for-one deals are supposed to work.

# March 4, 2020

What's New

  • [Pipeline] Tired of your pipeline feeling over-crowded and clunky? We've launched an improvement to our pipeline. It will now load the most recent 25 proposals in each stage. If you need to look further in a stage, select view more to see the whole list.

Improved

  • [Contacts] Resolved a bug that would prevent newly added contacts from appearing in the search bar's autocomplete function.
  • [Input Forms] Fixed an issue where client input forms would collapse when converted to PDF.

# March 2, 2020

Improved

  • [Metrics] Resolved a bug that would mark some approved proposals as "awaiting approval" in the Metrics page.
  • [General] For some actions, our confirmation messages would have two checkmarks instead of a more socially acceptable single checkmark. We've gone ahead and removed the extra one.

# February 27, 2020

Improved

  • [Sections] Fixed an issue that made page one of a proposal blurry if a user selected hide cover in the Editor.

# February 26, 2020

Improved

  • [Activity Feed] Updated the activity feed to show a user's full name, rather than just their first name. As a company with 3 Nicks, 2.5 Jens, and 2 Lukes, we get why this is necessary.
  • [Video] Squashed a very persistent bug where videos in a proposal would play muted.
  • [Page Flow] Resolved an issue in page flow sections, namely involving content tables flowing to another page. Prior to today, updating the column width on the table on one page would not update the columns on any other page. Now, it all acts like one big, happy table.
  • [Page Flow] Along with the previous fix, we stomped a similar content table bug where updating text format on one one page wouldn’t update the table on following pages
  • [Content Tables] Another content table-related fix: We improved text selection in a cell, allowing for faster highlighting.
  • [Editor] Fixed a bug where hard line breaks refused to save when placed in copy/pasted text.
  • [Comments] Resolved an issue where the comment panel would not be in focus after clicking comment in the editor.
  • [Pricing Tables] Fixed an issue that would temporarily break the footer text of a fee table when editing a cell's text style.
  • [Email] The last stop on our extermination tour: we've fixed a bug that would turn download now in a "Thank You" email to a hyperlink instead of a button.

# February 24, 2020

Improved

  • [internal] Some background updates. Cool stuff is coming soon, we promise!

# February 21, 2020

Improved

  • [Variables] Our time zone update yesterday caused some users' {due_date} and {date_accepted} variables to show incorrect values. We've corrected them.

# February 20, 2020

Improved

  • [Signatures/Variables] We've updated our signatures and variables to use the time zone found in your profile settings, rather than our own. Not everyone lives in Halifax, but those who don't are really missing out.
  • [Signatures] Resolved a bug that would keep a user's original first and last name in the signature buttons, even after changing their account details.

# February 18, 2020

What's New

  • [Integrations] Updated our manual pricing tool to push that total to your Zapier, Zoho, and Salesforce integration.
  • [Approval] We've improved our approval messaging to confirm who the request was sent to. You'll now see "your approval request has been sent to {person}" instead of "Your approval request has been sent."
  • [Activity Feed] We've added some new flags to the activity feed for approvals. Now everyone with access knows when your document was approved.

Improved

  • [Editor] We've fixed the Editor so only one menu drawer can be open at a time. Now, if only I can get that installed in my kitchen...
  • [Editor] Our manual totals tool was pushing the proposal settings menu down. We've scooched it back up to where it should be.
  • [Salesforce] Fixed an issue that would cause Proposify proposals to continue pushing new opportunities to Salesforce after a plan downgrade.

# February 12, 2020

Improved

  • [PDF Import] We've made some improvements to memory usage once you're done using the PDF importer.

# February 10, 2020

Improved

  • Internal tweaks.

# February 5, 2020

What's New

  • [Editor] We've added the signatures & input forms button in the section editor. Now you can add a signature button from the section editor, and have that button imported directly into a template/proposal.

Improved

  • [Preview] Fixed a bug that would cut off the sign & accept flag when the proposal is in landscape format.
  • [PDF] Squashed a bug that would shrink client input forms when converted to PDF. Were the tiny forms adorable? Yes. Useful? No.
  • [Snapshot] Resolved an issue that would prevent a client from updating in the Snapshot page, even if updated from Settings.
  • [Salesforce App Exchange] We've made some minor bug fixes and improvements to our Appex app. Stay tuned for some juicier updates in the future.

# January 29, 2020

What's New

  • We've added a new layer of preview settings: Template Settings! With this feature, your documents created from a template will automatically have those settings applied. Click here for more info.
  • On top of that, we've included a new feature: Audit Trails. Activated in Template Settings, this feature adds an extra layer of legal protection by appending an audit log at the end of a downloaded PDF. This includes a list of edits, signatures, and activity after a proposal has been viewed, won, or lost. Click here to get the scoop on this useful new feature.
  • But wait! There's more! We've included a third new feature: Manual totals! You can now manually set the value of a proposal without needing fee tables. If you don't want to use fee tables and are tired of seeing a big "$0" in your proposals, then this is for you. Click here to learn more!

Improved

  • [Salesforce] We updated our integration to provide "fresh out of the dryer" data when clicking Sync Proposal Data. You'll get the warm and fuzzies with your data syncs now.
  • [Preview] Fixed an issue in the Preview Page which would cut off the ellipsis menu if there were no accept/decline buttons present.
  • [Images] Squashed a very stubborn bug that would turn edited PNG image backgrounds black.

# January 27, 2020

What's New

  • [Content Library] Improved how signature buttons and form fields are saved in the content library. The improvement: signature buttons and form fields are now included with the section when saving to the content library. When you duplicate a proposal, those your form fields and signature boxes will be assigned to your new client.

Improved

  • [Snapshot] Added more instances where the activity feed will show the send reminder button.
  • [Editor] Improved how clicking and dragging elements works while zoomed in on a page.
  • [Editor] Fixed a bug that would not allow people to edit sections created in our previous version of the app.

# January 22, 2020

Improved

  • [Templates] Added the ability to hover over a template in the template library to expand its name. This should help users with template names longer than our character lim...
  • [Salesforce] Updated our custom field mappings to better reflect what you see in Salesforce, rather than what the admin sees.
  • [Permissions] Fixed an issue where users could edit section permissions when stored in a folder with waterfall permissions set. The Cliff notes: these permissions were chasing waterfalls.

# January 20, 2020

Improved

  • [Preview] Resolved an issue that removed the preview settings bar from the Client Preview page.

# January 15, 2020

What's New

  • [Salesforce] Dynamic fee tables have arrived! This feature allows you to pull your items from Salesforce Products directly into your proposal. Click here to learn more about how it works!

Improved

  • [Snapshot] Removed the client preview link in the Snapshot page if a user hasn't received approval for release.
  • [Preview] Also added an extra lock to client preview links when the proposal has not been approved.
  • [Content Tables] Squished a bug that would remove an entire cell in a content table, making it uneditable. Kind of like when an angry intern takes all the office supplies with them when they leave.
  • [Fee Tables] Fixed an issue where double-clicking a cell in a fee table would move the cursor to the next cell when typing.

# January 13, 2020

Improved

  • [Users] Clarified some confusion surrounding the proposal count in the Users page. We fixed this by removing that count.
  • [Preview] Fixed an issue where clicking the internal preview link would make our app think that an outside person was viewing the proposal.

# January 9, 2020

Improved

  • [Variables] Fixed a bug that would show the date the proposal was created in the {date_accepted} variable when downloading a proposal to PDF.

# January 8, 2020

What's New

  • [Content library] We've made some UI tweaks to how you create sections from your content library. We've also included importing a PDF as a section directly from your content library.

Improved

  • [Integrations] Fixed an issue where create a new deal would remain the default setting in a stream, even when that option was de-selected in the integrations menu. It now does what you tell it to do.
  • [Editor] Resolved an issue that would delete signature buttons and form fields if a user manually saved more than once.
  • [Highrise] Squashed a bug that would hide existing deals in the integration dropdown menu.
  • [Salesforce] We've heard your feedback when linking to an existing Salesforce opportunity. You've said that changing the due date, title, and value of an that oppty was... [checks notes] bad. We've removed this to keep your opportunities unchanged.
  • [Salesforce] Resolved an issue where clicking on a linked opportunity in Proposal Settings would show random characters in the dropdown.
  • [Salesforce] Fixed a trigger jam when creating a new opportunity from a Proposify proposal.

# January 6, 2020

Improved

  • We've made some improvements to our developer logging. This is perfect timing for our engineering and QA teams, many of whom resolved to reduce their caffeine intake in 2020.

# January 2, 2020

Improved

  • We implemented some internal process changes. #newyearnewyou