SolutionView 2.3.13 Release Notes

This release introduces a series of powerful enhancements aimed at improving usability, efficiency, and customer engagement.

Below, you’ll find each enhancement listed that includes a summary, and either a video or images to illustrate the enhancements.

New Drawing Screen Enhancements

The drawing screen in SolutionView Tablet has undergone a full redesign to improve usability and offer greater flexibility.

Highlights

Enhanced Navigation: Access the drawing screen via side navigation or quick nav.
Improved Project Visibility: Preview individual project drawings directly within the appointment.
Independent Drawings per Project: Unsync projects from the base drawing to import unique artwork for each project.
Add Additional Drawings: Create multiple drawings per project for detailed views, enabling better product placement and customer understanding.

These enhancements provide more control over drawings, making it easier to deliver clear, professional project proposals.

New Enhanced Document Signing Experience

The latest release introduces a streamlined document signing process designed to improve efficiency for sales reps and enhance transparency for customers.

Highlights

Brand New UI and Experience: Redesigned from the ground up for improved usability and visibility to the customer where they are signing.
Merged PDF Signing: All documents (including standard and company PDFs) are now presented as a single merged PDF, eliminating the need to open each document separately.
In-PDF Signature Guidance: Visual markers and a “Next Field” button guide users through each required signature or initial field.
Signature / Initial Reuse: Customers can reuse their initial and signatures across the document.
Sales Rep Signatures: Company representatives sign directly within the same flow, with specific signature areas highlighted.
Reset Option: Users can clear and re-sign if changes are needed before final submission.

This enhanced experience simplifies the signing process, making it more intuitive for both sales reps and customers while providing a smoother and more professional proposal presentation.

“Send Portal Link” Functionality to Send Customer Portal during Appointment

This release introduces the ability to send the customer portal link at any point during an appointment, offering greater flexibility and enhancing communication.

Highlights

Send Portal Link Anytime: The portal link can now be sent from the “More” section within an appointment, not just at the end.
Real-Time Updates: Information entered during the appointment, such as photos, inspection details, and interviews, is instantly reflected on the customer portal.
Pre-Appointment Access: Send the link ahead of the appointment to give customers access to introductory presentations and initial information.
Controlled Finalization: Once the appointment is marked as pending or sold, further updates to the portal will only be sent when you “Send to Cloud”.

This new functionality ensures better transparency and keeps customers informed throughout the sales process, creating a more seamless and professional experience.

Only available to companies using Salesforce Native or improveit 360

Enhanced Presentation Screen

This update introduces key improvements to the presentation screen, providing sales reps with greater control and flexibility over the content shown to customers.

Highlights

Build Presentation Interface: Reorder and adjust presentations using intuitive arrows and edit (pencil) icons for more customization.
Selective Content Display: Easily enable or disable specific presentations within each section, ensuring only relevant content is shown to customers.
Reordering Areas and Solutions: Adjust the order of inspection areas and solutions to align with customer priorities.
Streamlined Presentation Queue: The presentation queue is now better organized, grouping content by section (e.g., introductions, solutions) and showing only selected presentations.
Solution Titles and Improved Navigation: Solution titles now appear in the queue, making it easier to track progress and switch between sections during the presentation.

These enhancements allow sales reps to create cleaner, more focused presentations that align with customer needs and preferences, improving clarity and confidence during appointments.

Inspection Enhancements

Updated Photos Icon and Grid View

The photo capture and solutions icons found at the top of the forms now includes a counter – stating how many photos and solutions have been included.
A new grid view displays all photos added to an inspection form after photos have been added, making it easier to review images during inspections or continue to add additional photos.

“More” Menu Enhancements

Reorganized Features

Items previously found at the bottom of the left navigation have been consolidated into a new “More” folder. The new menu includes Exit Meeting, Files, Resources, and the “Send Portal Link” feature. This reorganization improves navigation clarity and prevents overlap in the primary menu.

Download Screen Update

A refreshed design that now displays the download size and estimated time remaining for better user experience.

Customize Product Quantity Display on Contract PDF

Use Inspection Form Fields for Product Quantity

See above, the quantity reads as “See Included Areas”, but within the included sub-areas it uses details from the inspection.

This functionality is configurable, and is used for contractors that want to give more transparency around the specified areas for the product vs. product estimations.

To include this functionality, please request placement by your SolutionView contact.

Updates to the Add Solutions Field Type

Consistency and Usability Enhancements

Adjusted title sizes to match other section titles for visual consistency.
Introduced a customizable subtitle to provide users with more context about the form.
Solutions can either be displayed in a full list or selected individually, or not displayed at all.
When areas are selected (e.g., “Basement”), users can now customize the prompt text below, such as “What needs to be accomplished?”

In the example above, the field includes the new subtitle, and also has solutions set to not be displayed.

In the example above, “Concrete: What needs to be accomplished?” is included as the customizable prompt. Additionally, the solutions are set to be selected individually.

In the example above, “Floor Accomplish List” is included as the customizable prompt. Additionally, the solutions are set to be displayed as a full list.