New Features & Enhancements

Project

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Usage

• Improved error handling on demand management to ensure min value is 0, excluding 0 as an allowed value.

Quote

• Added product rules that determine product eligibility based on the percent of project cost dedicated to solar, storage, or energy efficiency

Proposal

• Added the following metrics: total amount financed, install cost per watt & APR to the metrics selection dropdown menus.

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• result of the credit application and production methodology used.

Proposal

• Fixed issue with availability of proposal pages for copying into templates.

Operations

• Added the ability to have links display in the comments section and open in a new tab

• Added the ability for milestone owners to update the submission deadline

• Added the ability for comments to be set as public or private to an organization

Operations

• Added the ability for comments to be set as public or private to an organization

Settings

• Allow archived proposal templates to be re-shared downstream

• Added webhook events for stage changesrename uploaded files, archive files uploaded in error, and compress and download all files uploaded in a task.

• Updated the UI to show warnings of upcoming milestone submission deadlines.

• Updated the milestone deadline time of enforcement to be midnight of the user’s local time.

• Updated contract, milestone, task comment, and milestone comment to contain milestone and task definition IDs for improved processing of webhooks.

Settings

• Added the ability to change the production methodology used on the account level.

• Ensured that archiving adders carries down across data sync partnerships.

• Ensured that the Status is displayed and editable when adding a new user.

• Added the ability to assign milestones and tasks to different users based on workflow.

Stability

We have been hard at work generally improving the stability of our platform. Some of the specific improvements are:

• Project

  • Added Improve the error messaging in the UI and improved handling for when EagleView is not available for a site

  Quote

  • Improved handling of re-quoted quotes belonging to a different organization in a channel, maintaining promos and adderscase of a PV Watts API outage.

  • Resolved error with sunroof area loading.

• Quoting

  • Fixed issue where install cost and line item mismatch by manually entering install cost and then using cost buildup without quoting.

  • Ensured that cost build up always shows correct details as per the project to be quoted

• Contract

  • Ensured that contract preview displays the correct document in multiple contract scenario.

• Account

  • Improved error handling preventing circular partnerships (where organizations are upstream partners of each other).

See our release schedule to learn more about release timing and upcoming release dates.  

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