Skip to main content

Release Notes

What changed in each version of Propper for Salesforce.

For which versions are current and supported, and for how long, see versions and support. This page covers only what changed; that one is the single place a version's status and support dates are stated.

Build numbers change more often than the feature list below. The beta page always carries the current install link.

Earlier versions are not listed. 1.0.0 and 1.1.0 were never distributed, so there is nothing to upgrade from.

1.2.0​

The current beta of Propper for Salesforce. General availability and the Salesforce AppExchange listing are still ahead; see the beta page for the build to install.

  • 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.