Proposify Release Notes

#December 8, 2021

IMPROVED

• [Editor] Fixed a critical issue where some users weren’t able to access the Editor.

#December 6, 2021

IMPROVED

• [Editor] Added more descriptive details to the ‘Add Section’ action, showing the difference between Static and Pageflow. Insert Jonah Hill Excited GIF here.

• [Preview] Updated Preview so that the lock icon is only visible to users with certain permission sets.
• [Android App] Found an issue with an API field that caused our mobile app to show an error when opening the Pipeline. That field is now fixed.

#December 1, 2021

IMPROVED

• [Onboarding] We’ve added a “Did You Know” element to the Editor to help you learn cool stuff about how to implement Proposify.
• [Editor] Fixed a bug that prevented users from applying a different Font style to a nested unordered list.
• [Editor] An issue emerged that cut off the last entry in a dropdown menu. We've fixed it because no one needs that ugliness in their life.

#November 29, 2021

IMPROVED

• [Pipeline] Our app remembered how to add, so now Proposal totals load as expected instead of perpetually “calculating…”
• [Editor] Now that we’ve made deleting things snappier in the Editor, we’re starting to make adding things snappy too! This fix improves adding images, making the task “blink and you miss it” fast.
• [Editor] We’ve included some explainers on the difference between a Page Flow and Static section when opening the Add Section menu.
• [Editor] Furthering our list of Editor improvements, we’ve added a Done button to Repeater Mode. This is an improvement on our previous way of exiting repeater mode: throwing your computer out the nearest window and hoping for the best.
• [Onboarding] Fixed a problem that sent users our current onboarding questionnaires, even if they had already filled out an older one. Sorry about that, it’s been a while since we’d last talked and we wanted to catch up.

#November 25, 2021

IMPROVED

• [Security] Patched up a security hole replaced it with one of those acme tunnels that trains come out of.
• [Mobile App] Resolved a bug that would prevent the Pipeline from loading on the Android app.
• [Users] Tried to re-send a user invite and couldn’t figure out how? Neither could we! Turns out the “resend invite” link had vanished in a previous fix. We brought it back.
• [Editor] Fixed a bug that —like a bouncer tossing out a disorderly drunk— booted the user back to the Pipeline when pressing ctrl-z (undo) on the keyboard while pageflow is active.
• [Variables] Fixed a bug that wasn’t populating the correct date and time variables within the email sent to the client. You can no longer claim that the document was sent 'literally ages ago'.

#November 24, 2021

IMPROVED

• [Editor] We've improved how quickly you can delete elements in the Editor. Now it'll happen so fast, you'll wonder if we deleted it first! Up next: finding the source of the bug that deletes elements first.

#Salesforce App Exchange v1.53

IMPROVED

• [General] Fixed a component error that would appear the moment the app was installed to an organization.

• [General] Resolved an “attempt to de-reference a null object” error that would occur when changing a document’s status.

#November 22, 2021

IMPROVED

• [Onboarding] Updated the onboarding process to remove some outdated code. It’s like a spring cleaning.
• [Onboarding] Improved the sign-up process so that when users select a template from the marketing page while creating their account, the template will be available in their account to use.
• [Salesforce] We’ve added an error message for a problem that would occur in some cases. This is an improvement in two ways: 1. It gives a specific error message, and 2. the page no longer explodes.
• [Editor] Created a new modal to let you know you have unsaved changes before you leave the page and lose all your hard work!
• [Editor] Originally, we would load every section you scroll past. To speed up your editing, we now only load the section you land on.

#November 18, 2021

IMPROVED

• [Editor] Improved UI in the Editor for Add Shape and Add Text.
• [Approvals] Updated tracking and event management in proposal approvals

#November 17, 2021

NEW

• [Onboarding] Created a colour changing ribbon on trial plans.

IMPROVED

• [Infusionsoft] We no longer support our Infusionsoft (aka Keap) integration. If you have your accounts connected, the integration will still work. However, you will no longer be able to set up a new link.
• [Document Snapshot] Stopped a bug from adding a blank page to the end of downloaded PDFs.
• [Business Reporting] The Accepted Date column now reads “Not yet accepted” for Draft state documents.

#November 15, 2021

IMPROVED

• [Pipeline] Archiving a proposal used to time-out and send a 500 error. We’ve attached a lifeline so we can pull you back to safety, instead leaving you stuck forever in The Endless Void.
• [Account Settings] Fixed a bug that made the Broken Image icon appear on default avatars.
• [Quickbooks] Fixed an issue where users were unable to generate an invoice for a specific proposal.
• [Signatures] Improved the performance of adding signatures so they are applied instantly.
• [Login] Prevented red modal from appearing when adding 129 characters in the First name, Last name and Company fields on the Create an Account page.

#November 10, 2021

NEW

• [Business Metrics] Added Stream column to the Summary Details table and the CSV download on the Reporting page.

IMPROVED

• [Business Metrics] Updated Not yet submitted on the reporting page to Not yet accepted.
• [Hubspot] Found some deal values in Hubspot were converting based on the sales document, even when the function has been turned off in Proposify. We’ve fixed the problem and your deal values will now remain untouched.

#November 8, 2021

IMPROVED

• [Users]Returned the Title field to the User Profile page until we can come up with a better transition.
• [Pipeline] Removed timeouts and reduced load times by loading proposal totals after the Pipeline.
• [Pipeline] Fixed an error that prevented totals from loading if the Pipeline or Archives didn’t have any documents.

#Salesforce App Exchange v1.52

IMPROVED

• [Currency] Updated how we handle currency to match the latest version of the Salesforce API.
• [Templates] If your templates are sorted in Folders in Proposify, you’ll now see those same folders in the App Exchange app. This is an improvement from our previous version: throwing it all in a pile and hoping for the best.

#November 4, 2021

IMPROVED

• [Permissions] Added a drop-down option for users to select their job title.

#November 1, 2021

IMPROVED

• [Pricing Tables] Prevented the default text in the header columns from reappearing after table conversion if the user previously removed them.

# October 27, 2021

WHAT'S NEW

• [Internal] Devs have a very cool new way to test experiments! LaunchDarkly is now integrated.
• [PDF] Added messaging to let you know the custom font in some PDFs may not appear appear as expected when uploaded as a section.
• [Editor] Created a new notification to inform users that there document has unsaved changes.
  

IMPROVED

• [Domains] Fixed an issue where subdomains weren’t saving properly when updated.
• [Pricing Tables] When pageflow activated for a table by unhiding the table footer of a table immediately above caused the proposal total to calculate incorrectly and line items to disappear. This is now fixed.
• [Internal] We used to move invalid webhooks to the back of the line as we move forward. Kind of like someone at the DMV who didn’t fill out their application properly. This release gives that invalid webhook a flag. This way we don’t keep sending that poor soul to the back of the line over and over again.
• [Account Settings] Changed the pop-up that appears after a user changes their account’s subdomain to “Are you sure you wanna change your subdomain?”.
  

# October 25, 2021

IMPROVED

• [Pricing Tables] Found some bugs when removing a formula in a discounted row. They’ve since been squashed.
• [HubSpot] Fixed an issue with the error messaging thrown by HubSpot. Now you’ll see a message letting you know about the connection issue and how to fix it.
• [Zoho] Resolved an issue that preventing our Zoho.eu integration from communicating.

# Salesforce App Version 1.50

NEW!

• [Permissions] Added our role-based approval workflow to our Salesforce App Exchange App! Want to ensure your team is sending documents that meet your standards? Click here to learn how to set up approval workflow in your account.
  

IMPROVED

• [Internal] Freshened the look of the Document Link screen.

• [Internal] Made navigating back from document creation take you to the Opportunity Record page instead of Document Details.

# October 18, 2021

IMPROVED

• [Editor] Fixed an issue where the page would scroll back to the top when pasting text from an outside source. Shoutout to the Devs for fixing it!
• [Login] Users can now login with both their Social Login and Proposify username/password.
• [Pricing Tables] Fixed a bug where signing a document with recurring fees pushes a red modal.

# October 12, 2021

IMPROVED

• [Content Tables] Fixed a bug where content tables weren’t updating properly when an optional checkbox was clicked in a related Pricing Table.
• [Legacy Pricing Tables] Increased the visibility of the No, thanks. I'll try later option on the table conversion overlay. Despite what next gen says, the classics are still in.
• [Legacy Pricing Tables] Fixed a bug that prevented the table conversion overlay from hiding when a customer clicks Not Yet on the table conversion page.
• [Pricing Tables] Fix missing formulas on new pricing tables footers.
• [Pricing Tables] Fixed a bug that reverted the text in the table footer to default after table conversion.
• [Pricing Tables] Fixed an issue where an error message was popping up unexpectedly.
• [Pricing Tables] Fixed another issue caused by optional fee rows not wanting to update properly.
• [Approval Workflow] Refactor to improve code after multiple implementation.

# October 7, 2021

IMPROVED

• [Onboarding] Made some changes to the onboarding process so users will not be shown the questionnaire again after skipping it the first time.
• [Billing] Fixed an issue where invalid zip codes errors weren’t showing up where you expect in the zip code field. Now you’ll know where the typo lies.
  

# October 6, 2021

IMPROVED

• [Approval Workflow] Fixed a bug preventing recurring row fees with one-time payments from triggering approval workflow.

# October 4, 2021

IMPROVED

• [Onboarding] Sorted things so that only one onboarding document is created when users click “skip for now” in the onboarding process.
• [Onboarding] Replaced the in-app Intercom widget with a PX Bot. Now when a user clicks the lifesaver icon, a robot tells them what to do.

• [Approval Workflow] New tables now properly trigger discount approvals.

# September 27, 2021

WHAT'S NEW

• [Roles & Permissions] Added a Total Discount option to turn on Approval Workflow (for a document) when its total discount value exceeds the set threshold.

IMPROVED

• [Onboarding] Users are able to skip the onboarding questionnaire if they want to skip it.
• [PDF] Fixed an issue where content was not downloading properly in PDFs.

• [Salesforce] Found an issue where Salesforce stopped working in Proposify. We fixed it by making it work.

• [Editor] Fixed a bug that prevented users from tabbing lines in text boxes.

# September 22, 2021

WHAT'S NEW

• [New Pricing Tables] New trial accounts now start with our new pricing tables.

IMPROVED

• [Onboarding] Simplified the onboarding setup so that preferences and new templates are created at the end of the onboarding questionnaire.
• [Templates] Changed things around so new accounts' starter templates in the Template Gallery use the new pricing tables.
• [New Pricing Tables] Fixed a bug where adding a text row between fee rows in a page flow table spanning multiple pages makes it split into two sections.

# September 20, 2021

IMPROVED

• [Plans] Updated the tax codes, now accounting can charge everyone the correct amount of taxes.
• [Onboarding] Simplified the Onboarding questionnaire so users can start using Proposify quickly instead of answering a bunch of questions. Less like family dinner on Sunday with your nosy aunt and more like saying you’re an accountant so people leave you alone.
• [Document Settings] Previously, setting your Proposal Number higher than 4294967295 would cause problems in our database. We now simply prevent proposal numbers from exceeding that value.
  

# September 16, 2021

IMPROVED

• [New Pricing Tables] Fixed a bug that prevented variables and table totals in the Client Preview from updating correctly after a user cleared/selected the optional checkbox on line items.

# September 15, 2021

WHAT'S NEW

• [Templates] Have the Pricing Tables beta flag turned on? All your templates in the Template Gallery will display the new tables!
• [Templates] Added an icon to indicate that a duplicate template has been converted to the new pricing tables.
• [New Pricing Tables] Converting tables now automatically hides the recurring details panel.

# September 13, 2021

Improved

• [Onboarding] Made adjustments to the Landing Page following signup. Now users will be directed to a “Create a Template” page.
• [General] Fixed a bug where duplicating a document would add the original’s signature box and signing history to the new copy.
• [General] Duplicating documents containing attachments now works as intended instead of throwing an error message.
  

# September 7, 2021

Improved

• [General] Made the “click here” link when an error is thrown on the account registration page open a new tab.
• [Permissions] Fixed an error when users requested approval on older proposals.
• [Mobile] Users can now anonymously view lost, archived and awaiting approval documents in the Mobile preview. They’ll still need to verify their identity before commenting or signing
• [Billing] Updated things in our billing app to make sure everyone is paying the proper taxes.
• [Metrics] They now calculate according to the documents' true value instead of claiming that they are worth nothing.
• [Onboarding] Updated the signup page error messaging when a user was having registration issues so it now includes a KB link
  
• [New Pricing Tables] Fixed a bug that incorrectly displayed the table and document totals of a PDF when the document was created from a converted Advertising template.

# September 2, 2021

Improved

• [Pricing Tables] Found an issue where newly-added line items would vanish from a table when clicking out of the cell. We’ve resolved the issue and your line items will now stay where you left them.

# September 1st, 2021

Improved

• [Pricing] Removed some outdated code from our Plans page related to our old Tall plan.
• [Approvals] Prevented Free and Team plan accounts from accessing and changing approval settings on the Template Settings page.
• [New Pricing Tables] Caught a bug that didn’t let the subtotal price display a recurring fee (above the total) when 'command+A' was used in the table.
• [New Pricing Tables] Fixed a bug where a decimal in a unit/quantity fee is converted into an integer if an integral is absent from another cell in the row.
• [New Pricing Tables] Fixed a bug that was preventing the old tables from converting to the new tables when inline to a text box.
  

# August 26, 2021

Improved

• [Pricing Tables] Found an issue where, in certain situations, optional rows weren’t calculating correctly inside page flow tables. We’ve fixed the math and your total should be correct.

# August 25, 2021

Improved

• [HubSpot] Adjusted the Proposify and Hubspot fields to match up as expected.
  
• [HubSpot] Added more options to the default fields available on the HubSpot integration.

# August 23, 2021

Improved

• [Mobile] Reformatted the mobile app notifications and included 3 new notifications: Request Approval: Notifies the document owner and the document reviewer that a document needs sign-off. Approved/Rejected: Notifies the user who sent the request and the document owner of the document’s approval status.
• [Templates] When moving a custom template to some accounts, we found we were sending many copies of the same template. Fixed it so you no longer get your template in bulk.
• [Pricing Tables] [Beta] Fixed a bug where converting an old table would change the price column to 0 and the quantity column to 1 for unit/quantity line items with a 0 in the subtotal.

# August 18, 2021

Improved

• [PDF] Fixed an issue preventing certain Simplified Chinese characters from showing up in a downloaded PDF. Now clients will see Simplified Chinese, Traditional Chinese, and Japanese characters in PDFs as they do in Preview.
• [Pipeline] Certain users with restricted view privileges received an error when attempting to view the Latest Activity pane. We’ve resolved the error.
• [Pricing Tables][Beta] Fixed a bug where importing recurring fees keeps the Recurring Details panel open even if the Show Recurring Details option is unchecked.
• [Pricing Tables][Beta] Resolved an issue where the total would be inaccurate when using optional fees that reference other tables in the same page flow section. The total now updates correctly when selecting optional items.
• [Images] Caught a bug that reopened documents in a new tab from images that were linked to a different page within the same document. No, this does not mean the prospect should pay twice.

# August 16, 2021

Improved

• [Salesforce] Moved generated PDF when document is won from Notes & Attachments to Files in Salesforce
• [Pricing Tables][Beta]Fixed a bug preventing users from aligning the cells of optional rows containing an editable quantity.

# August 11, 2021

Improved

• [Integrations] Made some branding corrections for our integration partners. No, we’re still calling it Infusionsoft.
  
• [Basecamp] Instead of dragging your Won documents into the Endless void to never be seen again, they now move to Basecamp as intended.
• [Basecamp] Improved our Basecamp integration to show all items under the Select A Project Template menu. This is an improvement to our previous version: showing the first 15 and assuming you had everything you needed.
  
• [Integrations] Corrected the spelling across all of our account pages from Hubspot to HubSpot. Our technical writing team can finally relax…

# August 9, 2021

Improved

• [Pricing Tables] [Beta] Fixed things so that optional checkboxes are left-aligned in the fee row. For those times you tilted your head and said, “shouldn’t that be over there?”
• [Pricing Tables][Beta] Fixed bug that would turn table header to “Price” rather than “Amount” when converting an old table. The price is, in fact, not right.
  
• [Permissions] Added some new things to the Permissions actions to streamline the process and make it easier to edit.
• [Pipeline] Caught a bug that was preventing further action for a document in the Pipeline that had a lot of Snapshot activity.
• [Text] Fixed a bug that was affecting the main page flow text box when unlocked items layered behind it were adjusted.
  
• [Preview] Fixed an error that was blocking access to the Preview and Snapshot screens of documents.

# August 5, 2021

Improved

[Pricing Tables][Beta] Squashed a bug causing a fee to remain visible in the recurring details footer after clearing its “Show in Recurring Details” option.

# August 3, 2021

Improved

• [API] Added a new service to our API to help improve performance.
• [Pricing Tables][Beta] Found a bug that would, in some circumstances, show an incorrect (and ridiculously huge) table total when someone refreshed the Editor.

# July 28, 2021

Improved

• [Pricing Tables][Beta] We’ve launched the conversion tool to help our users switch to the new pricing tables with one button. This beats our old process, getting users to painstakingly delete and re-add every table.

# July 26, 2021

Improved

• [Quickbooks] Swept up a broken Knowledge Base link from Quickbooks Integration Settings.
• [Input Fields] Fixed a bug preventing prospects from entering information into the input form fields.
• [Pricing Tables] [Beta] Fixed a bug that was blocking the Right Align function in a recurring subtotal cell.

# July 21, 2021

Improved

• [Android] Fixed the push notifications in the Proposify Android app. The fix: You’ll now see notifications.
• [Salesforce] When we moved the “Proposal won!” message from Chatter to Activity, we forgot to include the PDFs. PDF copies are once again active in your feed.

# July 12, 2021

Improved

• [Plans] Free Plan users will now see a banner to upgrade if they’ve hit their active document limit.
  
• [PDF] Fixed an issue where PDFs didn’t quite resemble what you saw in the Editor. Now the dimensions match!
  

# July 7, 2021

Improved

• [Plans] Updated the Switch to Free Plan button to provide more plan details.
  
• [Salesforce] Fixed an issue preventing users navigating from Editor to Preview back to Editor in the App Exchange app.
  
• [Proposify Free] Updated how we handle creating new documents on the Free plan.

# July 5, 2021

Improved

• [Email] Updated our email servers to recognize and send notifications of bounced emails for clients.

# June 16, 2021

Improved

• [HubSpot] Added a 'Do Nothing' Hubspot stage mapping option.
• [Pipeline] Found a bug where our server couldn't calculate old table calculations as formulas, preventing proposals from loading onto Pipeline. We gave it a refresher on BEDMAS and now everything loads correctly.

# June 30, 2021

Improved

• [Images] Found an issue where clicking the checkmark to save an image crop did nothing. We’ve fixed it so it does something.
  
• [Pricing Tables] [Beta] Fixed an error that occurred when deleting rows from an optional page flow pricing table.

# June 28, 2021

Improved

• [Mobile] Fixed up a bug that prevented users from getting their mobile notifications.
• [Safari] Resolved an issue where our 404 page would not appear on Safari browsers. Now users of all browsers can be annoyed by our cute Mario gif.
• [Approvals] Found an issue where an approving role could dismiss an approval request without taking action on it. We’ve fixed it so you no longer have to worry about leaving an approval on “read”.
• [PDF] Squashed a bug where the PDF converter did its own math and included the taxes, even when it wasn’t supposed to. Everything is back to normal and the PDF matches the document.

# June 22, 2021

Improved

• [Plans] Fixed it up so that when you click on the “Powered by Proposify” badge, it will send the user to the Powered by Proposify marketing page.
• [Hubspot] Added the option to not sync a deal or document to Hubspot so it doesn’t impact the close date in Hubspot.
  
• [Salesforce] We’ve moved our document activity from your opportunity’s Chatter field to the Tasks field.
  
• [Salesforce] Added new document status' (“Document Unsent” / “Document Archived” / “Document Unarchived”) to the Salesforce Activity Feed
  
• [Templates] Fixed a bug that was causing a time-out error for accounts trying to accept transferred templates. Now everyone can collaborate again.
  
• [Totals] - Table tax is added to the proposal total and total variable even though "Include taxes in preview" checkbox is unchecked.
  
• [Pricing Tables] Fixed a bug where invoices with a table discount printed incorrectly.
  
• [Pricing Tables] [Beta] Values weren’t properly updating in the footer after the client signed the proposal. Fixed it so this doesn’t happen anymore.
  
• [Plans] Adjusted one of our "Downgrade to our Free Plan" buttons to display the list of features that would be removed in a popup window.
  

# June 15, 2021

Improved

• [Pricing Tables] Some rows would be missing a description when imported from the fee library. We’ve fixed it so the description is imported with the rest of the row.
• [Pricing Tables] Formulas weren’t calculating correctly when a new table was added. We’ve told it to look at it’s own homework and not try to copy.
• [Editor] Squashed a nasty bug that would cause accounts with multiple imported templates to be unable to access the editor.
  

# June 14, 2021

Improved

• [Plans] Added a banner to the top of the Template Gallery to prompt plan upgrades (when maximum document number is reached under the Free Plan)
• [Pipeline] Added a counter to the top of the Pipeline to let Free plan users know how many active documents they have left.
• [Roles and Permissions] Fixed an issue that prevented clearing General Permissions from saving correctly.
• [Mobile] Changed the preview link from the anonymous link to the internal link when previewing a document in the mobile app.
• [PDF] Fixed it so that any changes to the subtotal and total show correctly in the PDF after the document has been signed.
  

# June 9, 2021

Improved

• [Pricing Tables] Improved the display when shuffling the rows around in a table.
• [Pricing Tables] Found a bug that would only delete a portion of selected text in a row’s Title/Description cell. It’s a two-for-one deal for your delete key.

# June 7, 2021

Improved

• [General] Tweaked the wording of our “active proposal limit reached” notification.
• [Pricing] Adjusted the wording of the business plan and number of users included. Ten seats are included, not the minimum.
• [Preview] Prevented the Vidyard videos from changing its window sizes in Previews. Think of it as ‘The Snyder Cut’ for Vidyard users.