AutoPilot just got more powerful with new conditions and actions that make proposal creation even more streamlined. Use conditions like AHRI information and Bundle Tags to target specific equipment matchups, and automate additional proposal elements like rebates and financing plans. These enhancements help you save time, reduce errors, and build accurate proposals faster. Learn more here
Additional Enhancements
Database Upgrade: Upgraded our database to provide a safer, more reliable, and stable platform.
ServiceTitan Quick Post: Fixed an issue where product names were missing from the Quick Post recap message.
Proposal Snapshot Log: Fixed an issue preventing users from printing proposals from the Proposal Snapshot Log.
Financing Discounts: Fixed a visual alignment issue with financing markdown discounts on presented proposals.
Dark Mode: Added a new Dark Mode option for the Office and Proposal Builder, providing a more comfortable viewing experience. This setting does not affect customer-facing proposals.