Enhancements

• "About Us" proposal page: proposal settings now include an option to add an optional "About Us" page added to the proposal. This page can be used to communicate information about your company (mission statement, core values, product offerings) to a homeowner reviewing a proposal. Users with "Organization Administrator" permissions can edit the content of this page in their Proposal Settings near the referrals page. The page will be available on the Standard Proposal and Full Proposal. If a customer doesn't want to include this page in a given proposal they may leave the text field blank.
• Proposal locks after emailed to a homeowner: proposals lock content after they are downloaded and now also after they are emailed out to a customer. This helps reps and managers make sure they have a record of what was sent to the homeowner for review. New proposals can always be created by clicking "+ Proposal".
• Ability to add a legal address for use in contracts: the qualification page now has the ability to add a legal address. This address is intended to reflect the address that needs to appear on contracts and will override the site address on contracts.

Fixes

• System image: small fix to ensure the system image always appears on the proposal.
  

Release Date: 5/25/2017

2.1