New Features
SL-3010: Proposal Templates Allow for Multiple Locations - Added ability for proposal templates to support multiple locations similar to Service Plans.
SL-2923: Activate/Disable User - Added means of activating/disabling of account/user.
SL-3031: Proposal Automation Visibility Fix - Fixed unable to view proposal automation in activity entries.
SL-3126: TARF Integration Update:
Removed default TARF number input.
Added starting TARF number input.
Replaced date select field with date range field for generating XML.
SL-3137: Proposal Creation Speed Optimization - Optimized the speed in Proposal Edit / Creation process.
SL-3127: Integration ID in Search - Added integration id in search functionality.
SL-3076: Email Address Custom Field Type - Implemented Email Address Custom Field Type for Automation Integration.
SL-3142: Drawing Placeholder Icon - Developed a new drawing placeholder icon with auto-insert functionality.
SL-3153: Forms and Attachments Enhancement
Added the ability to associate a PDF directly with a form inside of the Forms interface.
Updated Form migrations to update attached documents and field unique_id.
Additional Features and Fixes:
SL-2950: Photo, PDF, and Video Upload Enhancements - Implemented the ability to disable autosave for photo, PDF, and video uploads.
SL-2996: Proposal Template Exit Enhancement - Enhanced the proposal template exit process.
SL-3057: Sent Date Update - Updated to use updated_at instead of created_at for sent date.
SL-3024: Phone and Email Links in Proposal Overview - Added phone and email links to proposal overview.
SL-3038: Tax Ranking Update - Taxes now follow the ranking from the settings.
SL-3013: HEIC File Type Support - Added support for uploading and converting HEIC file types to JPEG.
SL-3073: Improved Forms Validation - Improved proposal forms validation to validate only the current form and page.
SL-3016: Display Drawing Symbols on Proposal PDF - Display drawing symbols on the Proposal PDF.
SL-3049: Inconsistent User Progress Tracking - Fixed inconsistent completion tracking.
SL-2872: Match Written Signature Font - Match written signature font family between drawing image and default.
SL-3076: Email Address Custom Field Type - Implemented Email Address Custom Field Type for Automation Integration.
SL-3153: Forms and Attachments Enhancement
Added the ability to associate a PDF directly with a form inside of the Forms interface.
Updated Form migrations to update attached documents and field unique_id.