June 28, 2020

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.