New Features & Enhancements
Proposal
Made improvements to the PDF preview proposal view
Added the following metrics: quote_monthly_payment_count, project_racking_model
Quote
Set a maximum install cost per watt to reduce errors on Quote Phase
Contract
Pipeline
Improved filtering funcitonality by condensing duplicate filter options
Project
Added validation to the Demand Management in Project Phase details to limit cap to between 0-100 kW
Performance improvements to the speed of project calculation by calculating arrays in parallel
Contract
Ensured that outgoing signed webhook events are happening for financing products with integrated contracts
Added metrics to the data snapshot to ensure more complete job information is saved at the time of contract creation
Settings
Enabled incentive blacklisting by financing type
Added the ability to set a negative utility rate escalator
Improved performance of user settings page especially for large organizations
Added racking and monitoring equipment to the Project Phase settings, which will be available to add to projects in the Project Phase once set up
Stability
We have been hard at work generally improving the stability of our platform. Some of the specific improvements are:
Project
Reduced timeout instances on array calculationPipeline
Removed the error that was occurring when adding a pipeline filter on an empty pipeline
Settings
Fixed Updated the issue of the default signer showing as available for inactive partnerships
Ensured that all proposal pages are available to copy into a new template for ease of editing and customization
Enabled the sharing of default lead sources to downstream partners even when not editable
Fixed the team assignment of transferred users when moving them to an upstream organization
Metrics
Ensured that the metric system_capcaity_ac_kw populates correctly when requested with other metrics copy on the DocuSign integration tile to make it more clear that it is not required to connect your company’s DocuSign account in order to send contracts through Sighten
Resolved an issue with manually adding legal contacts
Quote
Fixed error to ensure the eligibility modal accurately reflects product eligibility prior to quoting
Fixed issue to ensure the markup minimum is applying to quotes using cost buildup
See our release schedule to learn more about release timing and upcoming release dates.
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