Configure API tokens, vendor IDs, finance partners, legal names, and warranties.

Set up general and vendor-specific Shines forms in Document Manager.

Automatically populate installer, vendor, project, and contact details from proposal data.

Finalize and send completed forms to the government directly.

Organization onboarding updates — move the mandatory Sales Info step from Organisation Details to the onboarding page, with Seamless Organization and Annual Revenue fields now included.

Automatic account value calculation — estimated annual account value is calculated using estimated monthly projects and platforms. For Seamless organizations, projects and estimated monthly projects are excluded from the calculation.

Gutter quoting — add Gutter or Others as scopes for Home Improvement proposals. Gutter requires a design tool selection, while Others does not.

Payabli integration — Payabli replaces Stripe as the payment gateway for organizations, with corresponding updates to the payment interface.

Design Tool tab for copied proposals — when creating a change order or copying a solar proposal without financing, the Design Tool tab now appears alongside Financing and Equipment.

Dual Financing for Solar Jobs — finance the discount and prepaid amount provided through Maxwell Power with a secondary finance provider while selecting panels, inverters, and batteries. This is available for the new proposal flow and Solar job type only.

Simplified proposal flow — the Preferences tab has been removed, while package prices and the total package price are now displayed directly.

Separated packages and adders — packages and adders now have dedicated areas, with Summary renamed to Pricing and Adders moved to a separate tab.

Simpler package configuration — Water Purification configuration is managed through the database instead of AI-generated packages or editing packages directly inside proposals.

Water Purification job type — Water Purification is now available as a job type under Preferences.