New Features & Enhancements

ProjectProposal

• Dynamic Proposal

  • New FAQ module has been added to the EverBright base template

Operations

Stability

...

• • Added branding data to existing data sync functionality

Operations

• Multiple Org Legal Addresses/Names:

  • Enabled the use of multiple legal names and multiple legal addresses pulled into contracts appropriately by state

  • Admin user blocked from adding addresses for the same state in org settings

  • Default address pulls in appropriately in contracts for states where an installer doesn't have a legal address

• Updated permissions to allow users to be able to sign operations documents without access to the operations phase.

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@goeverbright.com 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 live training?