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Release Notes

Version history for Propper for Salesforce. The newest release is listed first.

1.0​

The first generally available release of Propper for Salesforce.

  • Propper Sign and Propper Gen in Salesforce. Send agreements for signature and generate documents from Account, Contact, Lead, Opportunity, and Case records, as well as the standard and custom objects you configure.
  • OAuth connection. Connect your org to Propper with OAuth, with no API keys to generate or rotate.
  • Guided Setup Wizard. A step-by-step wizard for permissions, the connection, record pages, Send Configurations, and automation, with an honest completion summary.
  • Send Configurations. Define what gets sent (object, template, and recipients), and choose immediate send or draft-for-review delivery.
  • Optional Agentforce add-on. Send agreements and check status from a conversational agent.

For setup steps, see the setup and administration guide. For everyday usage, see the user guide.