New Features & Enhancements

Settings

• Added additional fields to insurance information, these fields will be required for selling TPO products in New York State. Please reach out to your Account Manager if you’re interested in selling TPOs in New York.

Proposal

• Added the ability to view expired proposals, and proposals with expired quotes. In the new, Dynamic Proposal, there will be an indicator on the financing card.

• Updated the way cash products display in the Dynamic Proposal to be more fitting for that financing method.

Stability

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

• Updated the daily payments digest email to show the total payment net clawbacks.

• Resolved intermittent issue blocking the use of the “Add Quote” button on the proposal phase

• Ensured that the menu on the quote bar in the proposal phase does not render behind the “Add Quote” button.

• Resolved some errors on the Dynamic Proposal experience that were not blocking user activity, but still disrupting the user experience:

  • While removing a module a template in the builder

  • While accessing a proposal as a non-logged in user

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

...