Versions Compared

Old Version 1

changes.mady.by.user Samantha Lieberman

Saved on

compared with

New Version Current

changes.mady.by.user Samantha Lieberman

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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 functionality 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

  • Added monthly array production metrics: array_[array_index]_production_month_[month]

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 calculation

    Pipeline

    • 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.  

For questions about these improvements or anything else please reach out to our support team on chat or via support@sighten.io or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I attend in person training?