SolutionView 2.1.0 Release Notes
Product Clauses Added
Proposals can now include product clauses that include dynamic data like sold quantity and unit price, offering clear, customized conditions alongside your products.
Document Packets & Recommended Drawing
We've added flexibility in sharing the recommended drawing, ensuring it is included in the contract PDF regardless of your recommendation settings.
Job Information Page Revamp
Introducing itemized pricing to the Job Information page printouts, catering to precise budget discussions and transparency with your clients.
Introducing Recommended Solutions Page
A new optional page in your contract PDF showcases declined solutions, presenting customers with alternative options and the associated investment, keeping future possibilities open.
Appointment Summary Page Overhaul
Upgraded layout for better readability and a neat photo grid at the bottom, transforming your appointment summaries into a visual narrative.
Presentation Enhancements for a Streamlined Experience
Solution Presentations Update
Solution titles now prominently displayed within presentation mode, reinforcing the value and focus of the solution being presented.
Refined Accomplish List & Add Solutions Workflow
Now when you select or add solutions, they are primed for presentation, aligning with companies requiring findings-based solution addition.
View Products Flow Enhancement
Experience a seamless flow when reviewing products with a new screen that integrates inspection details, product listings, and solution status - a one-stop overview for informed decision-making. When advancing past this screen, you’ll also see a project review that includes the status of all solutions added to the project.
Include Products Toggle for Tailored Proposals
Gain control over solution content with a toggle that defines whether products are included by default or require manual addition, tailoring proposals to each client's unique needs.
Solution Card Display Update
A new "Review" button on solution cards prompts sales teams to review the solution and products, in cases where a company has the Include Products toggle turned off.
Accounting Details Enhancements for Precision
Set It and Forget It - Default Tax Rates and Finance Plans
Configure your default tax rates and finance plans to be auto-selected, with the flexibility to switch as needed, streamlining your financial processes.
Project Editing Made Smoother
Annotator Tools Personalized
Your preferred annotation settings are now saved and applied contextually, making your editing experience more intuitive and less repetitive. Settings used for markup on a photos, for example, won’t interrupt the settings set for photo annotation.
Edit Product Price Redefined
Adjusting product prices is now a more natural and user-friendly process, taking the hassle out of price modifications.
Enhanced Product Filtering
A more robust filtering system for products now supports detailed searches by price, properties, and categories, helping you find the perfect fit for your projects swiftly.
The Finishing Touches Before Finalization
Complete Section Revamped Review Screen
An enhanced layout displaying selected financing plans enhances the review screen, mirroring the client's perspective for consistency between SolutionView and the customer portal.
Streamlining Meeting Setups
Set Default Status for Solutions
Default statuses for common solutions can now be preset, saving time and ensuring consistency across your sales appointments.
Offline Login Fine-Tuned
The offline login process has been refined to accurately reflect connection issues, directing you appropriately when the internet is unavailable.