SolutionView 2.3.3 Release Notes
Form Enhancements
Add Solutions Enhancement
Solutions can now be sorted based on company preferences instead of just alphabetically, allowing for a more tailored and efficient experience when adding solutions to forms.
Presentation and Project Enhancements
Solution Details
Dive deeper with enhanced features
- Product sub-areas are now hidden by default but can be displayed easily.
- Newly designed 'Add' and 'Remove' product buttons.
- Sub-area titles are now conveniently displayed under the product title when not all sub-areas are added.
- Enhanced navigational buttons to proceed to the Project Cart or Continue Presentation after adding or declining solutions.
Project Cart
Introducing a new Project Cart screen accessible via the “Your Project” button. Review solutions with statuses like “Added to Project” or “Declined” alongside the “Customer Why” feature, providing insights right at the top, and a summarized project cost at the bottom.
Solution Cards
Updated solution cards now feature a direct access button with a chevron to view solution details seamlessly. Sub-area chips are visible directly on the card, improving selection visibility and management. Lastly, for solutions that include products with sub-areas, each product is summarized into one row.
Product Placement Tool Enhancements
Customize Defaults
Admins now have the ability to set default configurations for Product Placement Tools, like grid visibility and measurement settings, streamlining setup across your team.
Contract PDF Enhancements
Solution Recommendations
Enhanced to include deselected products or the remainder of recommended quantities within solution recommendations on contract PDFs.
Job Information Page
Now features the option to include selected drawings at the end of the job information pages, further enhancing project comprehensiveness and clarity.
SolutionView E-Sign Integration
Automatic PDF Tagging: E-signatures are simplified with automatic tagging of PDF documents for e-signature via the customer portal, eliminating the manual tagging process and streamlining document preparation.
Efficiency and Engagement
With SolutionView 2.3.3, your ability to manage and present project details is enhanced, ensuring that every interaction with your customer is as informative and efficient as possible. These updates are designed to help you streamline operations and enhance customer interactions, making every project smoother and more professional.