New Features & Enhancements

Quote

• Ensured that pricing is accurately calculated when quoting with expired RIC 1.0 pricing. This should resolve the PRD-003 errors relating to stub payment thresholds being hit when quoting with expired pricing.

Proposal

• Added the ability for organizations to upload and delete custom images in their dynamic proposal templates.

• Added a toggle to apply the tax credits to both the cash flows as well as the utility vs. solar costs chart.

• Updated the financing card for EverOwn products to show the total amount financed instead of the solar rate.

• Made updates to the Financial Opportunity Module to remove the total solar spend over the comparable value term.

Contract

• Blocked regeneration of contracts while out for signature. Contracts must first be voided before they can be generated again.

Operations

• Ensured that workflow documents only show stale in "in progress" or "rejected" milestones.

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 Book live training?