SalesPro, formerly Leap

Features and Improvements - Confirm customer details before leaving an estimate — SalesPro now prompts reps to double-check the customer's name and email before they leave the estimate page. - Automatic category numbering — Categories with Auto Number Products enabled now assign sequential opening numbers to estimate items automatically, based on the order they're added. - Access all uploaded documents, not just the most recent — Reps can now access every document created and uploaded from iOS from Completed Uploads, rather than only the most recent version of each one. Every retained document shows its name, template, generation date, and time, so it's easy to find the right version. - Cleaner section ordering for cloned categories — Documents with cloned category sections now keep trailing unlinked sections, like Terms & Conditions, anchored in their intended place at the end. This stops cloned content from pushing those sections out of position. - Dividend Financing now supports a complete workflow directly in the universal credit application. Loan documents, KYC, stipulations, product review, funding request and project status indicators can all be managed directly in the credit application. - Existing Applications office filter now surfaces selected offices at the top and only shows offices the user has access to. - Lender Waterfall Order setting now locks the submission sequence, requiring reps to submit to each lender in order before the next becomes available. Bugs - Fixed Image Thumbnails not displaying on iPad — RImages configured in Manage Images could show up blank and unselectable on iPad, even when everything was set up correctly in both the new and legacy document editor. Images now display and can be selected as expected. - More reliable appointment syncing — We tracked down and addressed an intermittent issue that caused appointments to disappear from a rep's schedule. Appointments should now stay visible and in sync without needing an app reinstall or manual data refresh. - Fixed price formula calculations in standard line view — Price formulas that reference standard lines now calculate correctly, matching the behavior that already worked in detailed line view. No more converting lines to detailed view as a workaround. - Polished HOVER and EagleView integration screens — We cleaned up the alignment and spacing of the Cancel button, title, and search field in the HOVER integration modal, plus the matching EagleView ordering screens. The header now feels tighter and more consistent throughout. Bugs - Universal Credit Application no longer carries over a previous customer's data into a new application.