SolutionView 2.0.13 Release Notes
Feature Summary
- Sub Area Form Feature Enhancements:
- The sub area feature for forms has undergone a design overhaul to provide a better experience. Updating sub areas now visually mirrors the primary form/area. Sub areas are now created as a tab at the bottom of the form making it simple to toggle between sub areas and the primary area/form. Additionally, you'll now get the benefit of getting immediate feedback when automating solutions and quick access to the side navigation and quick nav bar.
- Brand New Field Type: Sketch:
- Introducing a brand new field type, Sketch, designed to provide a handwriting-like experience within SolutionView. This feature is ideal for users who prefer the feel of sketching on paper. You can customize the size of the sketch pad, including an optional grid for a familiar grid paper experience. The Sketch field type also supports drawing directly onto an image, making it easy to incorporate worksheets, sell sheets, or other previously paper documents used during appointments. The final sketch field result is saved with the project and can be sent to your company's CRM if desired.
- Contract PDF Enhancements:
- Customizing your contract PDF has been further expanded. You can add a disclaimer to the customer consent section that displays with a large and bold font, ensuring clear understanding. Additionally, initials can be added below the customer consent section, allowing customers to sign off on specific project details. Global project warranties can now be assigned to the entire project, ensuring that global warranties are never missed. Lastly, a new feature called "Additional Notes" that can be included and is visible in the Specifications section, includes functionality to include default text that can then be edited later based on specific project requirements.
Feature Details
Sub Area Feature Enhancements
The visual above shows how the sub area section of the page has changed. In prior versions, when you pressed the + button, a drawer covered the full screen. In this version, when you press the + button, it creates a new tab.
The visual above shows how the sub area editing is handled differently. In this version, you still have access to all of the features you'd have while editing the primary form. The new design also intends to make it easier to understand how many sub areas have been created and make it more clear which one you are editing.
New field type: Sketch
Freehand Draw with or without a grid
The new field type can be customized to any size, and can even have a grid that is displayed to bring the experience of sketching on grid paper.
Draw onto preset image file
Whether you are doing freehand or drawing onto an image, the final result of the sketchpad is saved with the project and can even be sent to a company's CRM.
Contract PDF Enhancements
Add disclaimer to the customer consent section that includes larger and bold font
Add initials below the customer consent section
Assign global warranties to the entire project
Setup and utilize a new contract specifications feature called, "Additional Notes".
Set minimum font size on the entire contract PDF
This example is set to 12 pt minimum
