Quote Reports & E-Signature Integration

• DocuSign Integration — Added support for sending quote reports through DocuSign for electronic review and signature.
• PandaDoc Integration — Added support for sending quote reports through PandaDoc for document approval and electronic signature workflows.
• Document Tracking — Users can track the status of sent documents, including viewed, completed, and signed statuses.
  

Board Task Management Enhancements

• Task Status Update via Dropdown — Added the ability to change board task statuses directly using the Status dropdown, providing a quicker and more streamlined way to manage task progress.
• Improved Workflow Management — Users can now update task status without opening the task details, improving efficiency when managing board activities.
  

SEPA Processing Enhancements

• Selective Record Processing — Added the ability to select specific records in both Verify Payments and Create SEPA File processes, allowing users to process only the required records instead of the entire dataset.
• View Selected Records — Added a View Selected option, enabling users to quickly review the records chosen for processing before proceeding.
• Improved Processing Control — Enhanced user control and efficiency by supporting targeted payment verification and SEPA file generation workflows.
  

Scheduler Enhancements

• Day-Based Color Coding — Added color coding for scheduler days to improve visibility and help users quickly identify and distinguish scheduled activities.
• Day Names Display — Added day names to the Week and Work Week views, providing clearer navigation and improved readability when viewing schedules.
• Enhanced Scheduling Experience — Improved the overall scheduler interface, making it easier to interpret and manage appointments and workloads across different calendar views.