SolutionView 2.3.28 Release Notes
E-Sign Enhancements
We’ve improved the document signing experience to make it smoother and more intuitive for both field reps and customers.
- Scrolling through a document is smoother and always scrollable.
- You can toggle between full width and full height views using the icon in the top right.
- Updated buttons and experience to make user actions more clear.
- When entering a signature or initial, it now saves your input for quicker use on the next field. You can also easily redo a signature or initial if needed.
- All in all, the signing experience is now faster, clearer, and more efficient.
Preview Mode
Want to test your admin changes before going live? Preview Mode lets you do just that.
When enabled per user in the admin settings, a new option in the menu appears in the app allowing you to open an appointment using your current admin configuration. Great for reviewing pricing, forms, or presentation updates before publishing to your team.
Improveit 360 Enhancement - Resulting for Service
For service-based teams, there’s a new option to include declined products as a quote when marking an appointment as sold. This allows charges for declined service items to still be included in the appointment result.
The setting is enabled in the meeting setup and can be configured for specific appointment types. Contact SolutionView Support to turn this on.
Presentation Follow-Up: Areas
A new follow-up option has been added to presentations that allows you to recommend a new form (area) to the customer. Once selected, this form (area) is added to the appointment so you can walk the customer through additional solutions without going back to the inspection.
This allows recommendations to a customer that weren't discovered during the inspection. Once added, the user will be able to present, add products, and review the area project without navigating back to the inspection.
Customer Signed-in Portal
When reopening a previous appointment, SolutionView now checks whether a customer signed and approved a project through the Customer Portal.
If a signature is detected, the Complete Appointment screen will now present options. The user will be asked if they want to open the admin to include their signature and send it to the CRM, or remove the customer signature to modify the proposal that was previously sent to the CRM.
Manual Appointments Screen Enhancements
New controls have been added to the Manual Appointments screen.
You can now search for appointments, sort them, and delete one or multiple appointments directly from the screen.
Appointment Navigation Configuration
You now have more control over the left-hand navigation inside an appointment.
Admins can configure the order of sections or hide sections altogether depending on the meeting type.
Specification Screen
Updated specification screen to clean up the design.
Resolved Issues
Handling of placements within a Company Document missing details
Handling of app errors reported in previous version