New Features & Enhancements

Sales Platform

• We have added a link back to the project phase from In Proposal Design. If you have permission to access the project phase, you can now link directly back from the proposal so that you can easily make more detailed edits to the design. You can access this link through the new menu option in the top right.

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  New Menu option in the top right of in proposal design editing.
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  Edit in Project Phase link.

• Resolved bug that occurred when user clicked Preview PDF from proposal phase, causing PDF download to fail.

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?