Clicking Build Proposal from the appointment screen now takes advisors directly to the options page — no extra step selecting a workflow. Guided Mode can still be launched from the options page. Faster and more direct.

Advisors can now choose which options to include when sharing a proposal with a homeowner. The Share flow respects the visibility settings in the Eyeball modal — whatever you hide or show is exactly what the homeowner sees. Hidden options are also excluded from the shared link, Compare view, and PDF.

A new Manage Options button in the Builder lets advisors rename, duplicate, remove, and reorder options from a single editor. Drag and drop to adjust order, add new options, and save to update both the proposal layout and PDF in one step.

Add items directly from pricebook search results with a single tap — no need to open the full product detail page. Ideal for building options with multiple line items.

Homeowners can now see all available financing plans in the proposal, not just the default. Helps customers compare monthly payment options and choose the plan that fits their budget.

Upgrades now appear in the Price Breakdown view — putting add-ons right where homeowners are comparing cost and features. Advisors can reinforce value and answer "what am I getting?" at exactly the right moment.

Discount items now appear in pricebook search results, making it easier to find and apply price adjustments without navigating away.

More than one Statement of Work can now be attached to a single proposal option — supporting complex jobs and giving teams more flexibility when defining scope.

A dedicated Social Proof map is now part of the proposal presentation, (anonymously) surfacing the neighbors of your current customer that have purchased from you in the past.