July 20 2020

Signature Validation

If a proposal contains any signature block which does not have signee assigned to it, proposer can not move forward to emailer wizard. User will be shown a pop-up a message that signature is not assigned. Clicking on the Ok message, user will be navigated to the page that has unassigned signature block.

Export to PDF of Landscape Layout of Proposal

You and you clients will be able to export the proposals that have landscape layout configured. We will continue to refine the PDF export file to include the signature audit trail, edges in a consistent manner.

Minor Update to Email Wizard

  • You will see names of proposer and client rather than their emails. Of course email addresses are displayed once you click on its name.
  • 'Email Preview' mode will show actual values of all placeholders used in a selected email template

Lazy Loading Effect

  • If user has viewed entire proposal or template, he would not have faced any issue. Since each section is now loaded only if it is opened, this caused Repeater Mode, Style Setting mode to temporarily show blank pages. Repeater mode, Style Settings modes are now fixed to take into account lazy loading effect.

Fees Table Issue

Squashed issue related to displaying proposal value (in $ or other currency) when a proposal is generated from a template. The issue was also related to the lazy loading effect introduced in last version.

[Updated July 21, 2020]

Client Preview

Clients viewing proposals on smartphone/mobile, were unable to navigate using section list in the left side panel, though normal scrolling would work fine. When you tap a section listed on left panel, it'll navigate to desired section. It is now working fine.