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  • Email customization - The proposal emails are not now fully customizable, including the ability to edit the to, from, & signature fields

  • Added ability to attach files to proposal email

  • Add ability to specify a page of the proposal for equipment spec sheets and to associate specific spec sheets with equipment to automatically have the correct spec sheet show in the proposal

  • Charts - Solar Access Summary, Energy costs chart

  • Added ability to re-size charts

  • Refer a friend - It is now possible to add various different number of referrals to be collected directly from your proposal

  • List view of proposal templates for easier viewing and updating

  • Ability to insert quote metrics onto new pages

  • We have added a significant number of new metrics and re-organized these lists to ensure you can add any data you want to your custom templates easily and quickly

  • Automatically update template used for proposals currently using an archived template

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