New Features:
SL-3635 - Automations, declined proposal, add filter by Decline Reason. "Too Expensive", automatically send an email to the customer, offer discount to accept today, etc.
SL-3741 - New Forms Input Type: Hidden Field
SL-3848 - Added Expand Icon on the bottom of Service Agreement with ability to expand/collapse agreement area.
SL-3831 - Evolve CRM Integration
SL-3927 - Ability to change recipient on export of proposals list or dashboard report
Bug Fixes / Enhancements:
SL-3557 - Schedules - prevent automatic description generation if it has been set manually.
SL-3837 - Updates to all Custom Settings tables to not make additional API calls unless necessary.
SL-3845 - Improved "Required Fields" indicator on Forms, improved form field validation
SL-3882 - Improvements to Launch Handbook search and category filtering
SL-3860 - New side menu icons for several sections including proposals, service plans, etc.
SL-3862 - Additional padding around signature
SL-3883 - Icon alignment in Proposal Edit pricing table
SL-3891 - Additional suggestion in 500 page to refresh page
SL-3872 - Various bug fixes for text input editor, PDF style handling
SL-3898 - Prevent email field validator from validating null values
SL-3921 - Decline reason titles were not being returned from the API
SL-3878 - Added timezone functionality to Dashboard reporting, revamped reporting generation
SL-3926 - Fixed issue where custom fields that are hidden conditionally are being validated in proposal pricing step
SL-3831 - Add refresh functionality to all integrations that display logs
SL-3932 - Fixed issue where Service schedule in proposal review and proposal overview do not match. Proposal review is the correct one.
SL-3930 - Fixed issue where Billing schedule in proposal overview displays the unselected line item/s
SL-3875 - Refresh list of variables after adding / updating new custom fields
SL-3913 - Fixed issue where Variables not rendering from company description
SL-3928 - Fix display of assigned team member for a proposal
SL-3937 - Fixed issue where PDF sent to CRM includes the hidden pricing items
SL-3741 - Sanitize form submission to remove fields with unmet conditions | Removed comment variable for hidden input
SL-3894 - Added new columns to proposal export: Integration, Integration Customer ID and Annualized Revenue
FieldRoutes - Include officeID upon creating new alert/task via Automation