Comments
- Team members, reviewers could add comments, pointing a specific location on a page. Now clients can also add specific comments
- There was a minor issue - New comment box was showing up even after adding a new comment. System now understands that comment is added just now.
Importing Section from Content Library
- Fixed issue related to importing section from content library for default templates
Dashboard
- Proposal Acceptance Rate chart updated to reflect quarterly numbers, on a scale of 0-100 and also consistent with rest of the chart in terms of look and feel.
Create Proposal Wizard
- The default date showed up for proposal Validity Date, Due Date were showing dates from the past, corrected to show current date
Managing Team Members
- Smashed issues related to adding team members (confirmed, non-confirmed) and retained role/ permission for account owner.
Help Guide Access
- Users can now access the help guide even inside the editor or proposal wizard or emailer part of proposal creation.
Minor Enhancements/Fixes
- Introducing help guide access button required us to move the Advance menu upward (close to draggable set of component like textbox, image, video, fees table, content table, etc).
- The icon showing profile pic changed to show initials of the logged in user if profile pic is not available
- Guided tour can now continue to second phase (Template Editor)
- Fixed issues related to side panels displayed when proposal is viewed on smartphone and tablets or low resolution desktop/laptop
- Updated Signature font when client signs the proposal.