New Features & Enhancements

Settings

Proposal

For Partners in the New Proposal Beta group only

• Proposal defaults to the new proposal template when eligible:

  • When a user creates a proposal, the proposal template will be automatically set to the new template if the user quotes an EverBright Financing or cash quote.  

  • If the user would like to add a non-EverBright financing, or non-cash quote once the new template is auto-selected, they will need to click ‘Change Template’ and select the ‘old’ template (the non-dynamic) in order to add the non-EverBright, non-cash quote.  

• ‘Dynamic’ marker on template thumbnails of Change Template modal to indicate which templates are the new dynamic template

Stability

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

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