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February 9, 2025 Release Notes

Software Release Notes

Updated Features

  • Updated "Book Boss" column title on Opportunity > Proposal > Assignments grid 
  • Updated requirement window to change the title depending on whether or not the requirement is being created or edited.
  • Writer packages are now generated with bold outline headings.

  • Improved new Company setup experience with more default settings.  
  • Various updates to Company settings UI to improve useability.  
  • Updated Shred > Numbering Options labels and help tips. 
  • Shredded Requirements now sort by source (document shred or custom) to make them easier to find when mapping. [Opportunity Proposal Tab, Project, Outline, Requirements Panel on right]
  • Changes to default reviewer ratings text and colors.
    Reviewer ratings in the Word Add-In
  • Improvements to Quick View of the 'Review' column when viewing in the Opportunity listing. 

    Bug Fixes

    • Fixed issue with saving SWOT items. 
    • Fixed issue with unsaved changes modal appearing after saving a new Contact Note. 
    • Fixed issue with Add Project option not appearing in Opportunity > Proposal > Projects list. 
      • Fixed issue with mapping a requirement directly after exporting it from a document shred.