New Features & Enhancements

Proposal

• Dynamic Proposal specific (beta partners only)

  • Users can now search for images within the Edit Image module

  • Solar and Storage monthly payments display separately in the Payments section of PPAs quotes with storage where a split quoting method is used.

  • Added Set Recipients option to action menu of the dynamic proposal templates in settings.

  • Added Contract Signed and Contract Cancelled status icons to the quote cards of dynamic proposals to display based on contract status.

Operations

• DocuSign subject line will now truncate appropriately when sending subjects with 100+ characters

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?