Proposals
Activity timeline — see a full history of every view and interaction on a proposal. No more guessing whether your customer has opened it.
Finance payment option — the payment schedule now supports "Finance" alongside Stripe and bank transfer.
Hide hardware pricing — hide the price on individual hardware blocks while still rolling the cost into the overall summary.
Carousel improvements — better behaviour and more controls on the horizontal carousel block.
HubSpot Connector
Quote details now come through as structured fields on the deal, not buried in a single note
Contact and lead info in HubSpot now updates automatically when it changes in Simplified Energy
Address data now splits correctly into street, city, and region
Custom deal naming — configure what your deals are called in HubSpot
Go High Level Connector
The GHL connector is now publicly available — previously limited, now open to all customers. If you're using Make.com or Zapier as a workaround, now's the time to switch.
Custom opportunity naming — configure how your opportunities are named in GHL
Solar Kiosk
Tariff intelligence — savings calculations now factor in tariff data for smarter outputs
Customer mode lock — when set to customer mode with admin full-control, customers can no longer edit the quote
Pricing trace tool — you can now trace exactly how a price has been calculated, useful for sense-checking or explaining to customers
