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New Features & Enhancements

Settings

Proposal

Usage

  • California NEM3 glidepath adders are now available to be selected. In the post-project rate schedule dropdown, you'll be able to select low income or a new build. The standard NEM3 rate contains the standard glidepath adder.

  • Charts and graphs in the usage and project phase have been updated to match the platform branding colors.

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 dynamic 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.

    • If user clicks ‘Add Quotes’ on a proposal that has the new dynamic template selected, then they will see an ‘Incompatible’ marker on quotes that are not compatible with the new proposal template. An error will be thrown if an incompatible quote is selected.

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

  • Builder small improvements:

    • When in the builder, the sidebar automatically switches to modules when a new section is created.

    • Updated the offset dummy data to be consistent between modules.

  • Template small improvements:

    • Updated the color of the ITC toggle when branded.

Stability

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

  • Resolved the intermittent issue generating dynamic proposals when non-authenticated users accessed the proposal on an iPad.

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?