New Features
A long-awaited reporting feature! Sighten now allows users to create reports and extract data in .csv from the platform. Five report templates are available spanning proposal generation, contracts, workflows, tasks, and credit.
Enhancements
- More efficient navigation: all Sighten functionality is now under the side navigation bar. The top righthand corner settings button was removed.
- Newly available filters that allow all operations users to curate the ops pipeline based on milestone status, including viewing and accessing completed jobs.
- Enhancement enabling API partners to be owners of personal webhook credentials.
- New Docusign integration allowing partners to use radio buttons within their contracts.
- Newly created accounts now start with the ability to send proposals via email.
Fixes
- Fix to allow ops coordinators to see their deals in the operations pipeline.
- Fix to ensure proposals sent by email are always delivered promptly.
- Fix to ensure the Amount Financed rule uses the correct metric.
- Fix to ensure the integrations page loads without throwing an error.
- Fix to ensure system production is optional when quoting by equipment in PriceCheck.
Release date 3/28/2017
1.39.0