Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

New Features & Enhancements

Settings

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

Stability

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

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?

  • No labels