New Features
SL-1922: Added ability to create manual activity logs within a proposal, ability to enable reminders
Shoutout to Kilter Termite & Pest Control!
SL-3545: Implement Functionality to Disable Automations for a Specific Proposal
With this new feature, once a proposal has been sent, you'll have the ability to disable any active automations from executing for a specific proposal. For example, if a customer responds to an automated follow-up email and you don't want them to receive further communications that may be scheduled to automatically be sent out through an automation - you can now disable said automation for the proposal.
SL-3742: Added Form Types for Forms
Form types allow you to duplicate existing pre-mapped forms and customize them to your needs while ensuring you have the required fields used for state file generation such as AZ WDIIR and CA WDO.
SL-3961: Override Capability for Locked Proposals
Reload the tab after 1 minute countdown or has been taken over by the other team member.
SL-3966: California WDO Integration & Findings Section
Credit to all our California customers for requesting this feature!
Ability to add findings within Drawings tool or within Sections
Findings generate their own symbol for insertion into drawing tool
3 Different output templates: Default, Cali WDO 5, and Cali WDO 11
Ability to pre-set pricing description options in template settings
Intelligent generation of finding labels (1A, 1B, etc.)
Added Labeling Method option (Sections or Categories)
Custom additional line items can be associated with findings
Generate file compatible for upload to State for WDO filings
SL-4083: Added two new calculation methods into Dynamic Range Pricing - Aggregate Pricing
Credit to Stacey H. from Modern Exterminating for requesting this feature!
Aggregate pricing allows you to charge different pricing within each defined range. For example, if you want to charge $50 for the first 100 square feet, and then $40 for the next 100 square feet, etc. It will aggregate/sum each range rather than applying only the range pricing that the figure falls into.
SL-4127: Added "Notice Banner" into Proposal Web and PDF
Shoutout to our Georgia/Texas customers!
Notice banners allow you to display a message with a bold outline at the top of your web and PDF proposals.
SL-4195: Added "Accepted Popup" option within Proposal Templates
This feature allows a popup to display after the customer has accepted a proposal, providing you the opportunity for a final "Thank You" and to instruct of any next steps. For example: "Our office will contact you within 24 hours to schedule your services", etc.
SL-4166: Custom Email Integration
Define an email address that you want to represent all emails being sent out to customers
DNS records will be displayed for you to assign to your domain name, you should then click "I've added the records".
Smarter Launch will auto-verify the DNS records by checking every hour for up to 7 days. Once verified, we will enable sending by your approved email address.
Enhancements
SL-3540: Implement Versioning for Service Agreement Terms in Proposals
Added the ability to measure lines within the diagram tool
SL-3634: Convert measurement lines from Google Maps to drawing lines within diagram tool
SL-3742: Form type validation and mapping enhancements; Better readability conditions
SL-3785: Added the ability to edit the document's title
SL-3785: Added the ability to edit a document's title for better readability for customers
SL-4022: Make save & publish show even no changes
SL-4083: Added two new calculation methods into Dynamic Range Pricing - Aggregate; Check if IN_RANGE_BY_UNIT_INTERVAL
SL-4123: Added description field for description sets to better know what is contained within each
SL-4136: Fixed Graph Rendering Issue in Proposal Preview on Initial Load; Additional drawing enhancement - Save last camera position and zoom
SL-4141: Use demo data for the dashboard reporting/widgets when no data is available yet
SL-4148: Change background color on table row when dragging (Dark Mode)
SL-4205: Add customer contact details in Proposal overview
Bug Fixes
SL-3590: Only expand the newly added pricing group and fix scroll behaviour
SL-3705: Set 'Apply Taxes' as Default for Pricing Groups
SL-3874: Fix service plan display
SL-3966: Same top and left padding for the page; PDF Styling; Deleting findings will remove from the drawing tool; Prevent user from enabling Findings section when California WDO is not yet added; TODO - Append page 1 and page 2; Used pdf-merger-js to merge PDFs; Merged page 1 and page 2; Generate PDF when opening the document editor and saving directly without opening the document editor; Fixed bug where newly added finding label svg cannot be changed in color; Separate description sets settings for findings; Fixed error where proposal review page are throwing error 500 on older proposals - before findings; Locked finding item in drawing tool gets unlock when clicked again without inserting a new symbol; Fixed issue where expandable container rerenders when other component from proposal preview is interacted causing it to recalculate and calculate wrong; Fixed duplication of findings issue when labeling method is Category; Apply Description Sets and Quill updates; Applied Finding Description Sets; Fixed error when opening Description Sets; Open collapsible section after selecting description sets; Fixed issue where pricing group amount doubling up in PDF and review page
SL-3973: Fix score for default selected
SL-3981: Canceling a custom schedule will reset to the previously selected schedule; Removed null checking
SL-4021: Resolved issue Variables panel displaying behind Customer Edit modal in proposal flow
SL-4064: ExtractHtmlContent returns empty spaces; Removing in array not triggering change
SL-4065: Fixed the condition to allow default map code field values; Fixed issue where map code is missing; Fixed error #2 'Cannot read properties of undefined (reading 'code')'
SL-4066: Resolved rendering issue for buttons where it doesn't render when first load; Fixed issues where the button cannot be found and the checkbox receded because of it
SL-4070: Fix console error where checking its length; Removed console errors; Removed lint errors
SL-4085: Fixed error number.slice() is not a function
SL-4098: Removing in array not triggering change
SL-4101: Fixed issue where user is not able to create task - 'due_at must be a valid date format'
SL-4105: Fixed issue where user is unable to save automation form when filter is changed from IS NOT ONE OF to IS NOT
SL-4116: Fixed issue where the pricing line item values was removed after selecting another service plans
SL-4135: Fixed issue where we cannot choose 'Specific Service Plan' after choosing 'Specific Pricing Group'
SL-4136: Fixed Graph Rendering Issue in Proposal Preview on Initial Load; Additional drawing enhancement - Save last camera position and zoom
SL-4138: Fixed issue where field in proposal.form_table showing 0 score even if there's no scoring set; Improved FormField component codes; Fixed incorrect props
SL-4140: Fix QuillEditor's wrapper
SL-4145: Proposal Activity Log: Convert to sentence case those snake_case activity names; Display description up to 3 lines; Fixed error when editing a pricing line item when proposal has no findings data or when before findings update
SL-4157: Fix link validation error
SL-4171: Fixed issue Proposal Templates: Not showing all locations to select from when creating the proposal template
SL-4182: Fix form issue with or without form fields unique ID
SL-4184: Fixed the issue where service plans settings do not work in proposal edit page part 2; Fixed the issue where service plans settings do not work in proposal edit page
SL-4186: Change verbiage when deleting proposal
SL-4214: Fixed an issue when uploading a cover photo it shows blank, or [?] on some iOS devices
SL-4215: Resolved error undefined is not an object... proposal_values.servicePlansOrder.filter). Fixed issue #2
Where user cannot save profile changes when there's multi-select custom field value; Fixed as well error 'An option definition is in an incorrect format' when no option is selected
SL-4217: Launch Handbook Solution: when viewing a solution, description gets empty (intermittent); Description shows up correctly after save; Replaced Quill with Froala Editor in Solution Description
SL-4219: Resolved issue - Range value isn't holding in dynamic range pricing (check per unit pricing too)