SolutionView 2.1.3 Release Notes

Enhanced Form Functionality for Streamlined Product Recommendations

New Field Type: Filtered Product Recommendation Dropdown

Elevate your product recommendation process with our latest field type. This feature automatically populates a dropdown with products that align with set filters, based on properties or categories. Selecting a product from this dropdown adds it to the project, tailored to the defined quantity and solution parameters.

Complete Section Update

Customer Email Control

We’ve added a new layer of flexibility for documentation management. For businesses that have their Customer Packet automatically email customers, a handy switch in the Complete Section now enables you to choose whether to email the customer packet immediately or not. This allows for adjustments to the project without premature customer notifications, ensuring documentation is sent only when you're ready.

Tweaks for a More Accurate Contract Presentation

Deselected Products on Contract PDFs

We've refined the contract PDF generation process. Now, when a product is deselected from a customer's project, it will no longer appear in the Job Specifications sections of the contract PDFs. This update ensures that the contract accurately reflects the final customer selections.