This release gives your teams more control, more accuracy, and less manual cleanup. With improved proposal workflows, smarter automation logic, and cleaner database management, your operations run sharper and faster.

Why this matters: Every minute you spend on repetitive admin work is a minute you're not closing deals or managing projects. These updates cut the busywork.

Reorder proposal sub-stages with simple drag-and-drop in the database. The order you set is exactly how sub-stages appear for reps inside proposals.

Pro Tip: Standardize your sub-stage order across the org so every rep follows the same workflow.

You can now manage HVAC offers directly from the HVAC Adders section in your database. Select the EPC offer recipient, add amounts, and send offers for HVAC projects — plus retract them anytime from the Project tab.

💡 EPC (Engineering, Procurement, Construction): The company that handles the full installation process for your project.

Personalize automations based on customer language. A new "Customer Language" condition is now available under the If/Else block, so your automations can trigger tailored communication by language preference.

Real-World Example: A solar company serving both English and Spanish-speaking customers can automatically send contracts in the customer's preferred language.

A new "Perfect Packet" trigger is now available inside automations. This gives admins more control over when tasks, emails, or actions fire based on perfect packet completion.

💡 Perfect Packet: A complete set of all required documents and information needed before a project can move to the next stage.

Document mapping just got smarter! Click "Smart Map with AI" to auto-map fields to recipients. AI detects required fields, assigns them per signer, and configures dimensions.

Pro Tip: For lengthy documents, a "Map Fields" status will appear once AI processing is complete — no need to wait on the page.

Admins can now control which task fields appear during task creation. Three fields remain fixed, but all others can be toggled ON/OFF or set as required/not required.

Optimizers are now an official equipment type in the Solar database. Add SKUs manually or auto-generate with your Account Manager. Sales reps can select an optimizer and quantity directly from the Solar Details section in proposals.

💡 Optimizer: A device attached to individual solar panels that maximizes energy output, especially useful on roofs with partial shading.

Under Add Form Data in the database, you can now select recipients beyond email input fields. Choose org users, customers, or roles who should receive disclosure form emails.

Enphase Monitoring and Concert users are now assigned View All permissions, ensuring only the correct user profiles can access these sections.