ProVision
New features, improvements and fixes in ProVision, the platform behind OneVision support.
Added support for project templates. Templates can be used to quickly create projects with pre-defined values.
Added filter support for "Project Type".
Added better parsing when interpreting phone numbers to improve reliability with SMS.
Added support for tasks in Proposals and Documents. Tasks can be assigned to users, linked to projects, and have due dates.
Improved the UX around folder creation.
Documents! Create and share documents directly in ProVision. Think of them like Proposals, but without the pricing.
Folders! Organize your documents and proposals into folders.
Improved the UX around proposal viewing.
Moved Proposals and Documents into a Documents section.
Fixed issue where line item edits were not saving.
Added a preview button in proposals.
Improved the UX on message replies.
Improved the look and feel of labels in conversations.
Tasks are now at the project-level.
Tasks can now be viewed in List or Board view.
Various improvements to the Create Task dialog.
Tasks! Manage tasks for your team directly in Provision.
Minor improvements around the proposal creation.
Added the ability to view the proposal form split with the proposal canvas.
Line items in proposals now support more attributes (labor cost, equipment cost, and more).
Various improvements to the proposal form.
Proposals now support a pricing engine. Add line items, set discounts, and more.
Added a product catalog. Create a catalog of products and services to use in proposals.
Improved the overall reliability of Proposals.
Improved UX around proposal creation.
