Features and Improvements - Sketch Pad floor plan shapes: Added new shapes to the sketch pad with common floor plan symbols (doors, windows, bathroom fixtures). Reps can now place these with a single tap instead of freehand drawing. - Warn on empty estimate at Resulting: SalesPro can now warn users who try to complete Resulting with zero line items on the estimate. They can go back to the estimate or continue Resulting anyway. - Cloned category order in Results: Fixed categories displaying in a different order in Results than in the Estimate. Results now mirror the Estimate's category order. - GreenSky offer screen now show an origination fee, updated loan summary and new disclosures. Bugs - Category toggles resetting: Fixed an issue where closing the app mid-estimate reset all category toggles to OFF. Toggles now persist correctly when the app is closed and reopened.

Credit Application Submission (Aqua): App now prompts for the sales rep's phone number when the lender requires it, so submission can continue without issues

Features and Improvements - Confirm customer details before leaving an estimate — SalesPro now prompts reps to double-check the customer's name and email before they leave the estimate page. - Automatic category numbering — Categories with Auto Number Products enabled now assign sequential opening numbers to estimate items automatically, based on the order they're added. - Access all uploaded documents, not just the most recent — Reps can now access every document created and uploaded from iOS from Completed Uploads, rather than only the most recent version of each one. Every retained document shows its name, template, generation date, and time, so it's easy to find the right version. - Cleaner section ordering for cloned categories — Documents with cloned category sections now keep trailing unlinked sections, like Terms & Conditions, anchored in their intended place at the end. This stops cloned content from pushing those sections out of position. - Dividend Financing now supports a complete workflow directly in the universal credit application. Loan documents, KYC, stipulations, product review, funding request and project status indicators can all be managed directly in the credit application. - Existing Applications office filter now surfaces selected offices at the top and only shows offices the user has access to. - Lender Waterfall Order setting now locks the submission sequence, requiring reps to submit to each lender in order before the next becomes available. Bugs - Fixed Image Thumbnails not displaying on iPad — RImages configured in Manage Images could show up blank and unselectable on iPad, even when everything was set up correctly in both the new and legacy document editor. Images now display and can be selected as expected. - More reliable appointment syncing — We tracked down and addressed an intermittent issue that caused appointments to disappear from a rep's schedule. Appointments should now stay visible and in sync without needing an app reinstall or manual data refresh. - Fixed price formula calculations in standard line view — Price formulas that reference standard lines now calculate correctly, matching the behavior that already worked in detailed line view. No more converting lines to detailed view as a workaround. - Polished HOVER and EagleView integration screens — We cleaned up the alignment and spacing of the Cancel button, title, and search field in the HOVER integration modal, plus the matching EagleView ordering screens. The header now feels tighter and more consistent throughout. Bugs - Universal Credit Application no longer carries over a previous customer's data into a new application.

- Admins can now set an Enforcement Start Date for Enforced Resulting in SalesPro. This allows teams to begin enforcement from a specific date without requiring reps to resolve older appointments. - Existing Applications now support filtering by office. Select one, several, or all. - Continue Existing Application now supports submitting with the SSN masked in the UI while the full value is still sent to the lender.

- New Sketch Shapes: Create cleaner sketches with built-in shapes like rectangles, circles, arrows, lines, and more. Shapes can be moved, resized, and styled using existing sketch settings. - Document Refresh Alerts: SalesPro now warns you when estimate changes may leave selected documents out of sync. Refresh your documents before sending to help ensure pricing and estimate details are up to date. - Resource Sharing (Rolling Out): Companies can enable sharing and printing for supported Resources using the native iOS share sheet. Print, save, AirDrop, or share PDFs and other supported files when available. - UCA credit application PDF: Added Occupation and other fields missing from stored and emailed credit app PDFs on iOS-originated UCA submissions for both Primary and Co-Applicant. - Annual income calculation: iOS app now correctly calculates and shows annual income if UCA Gross Monthly Income has comma in format. - Payment UX : Improved contract payment UX — LeapPay field now auto-opens on mode of payment selection.

Improvements • Improved Email Address Validation: Added stronger email address validation when editing customer information and sending contracts, helping catch invalid or incorrectly formatted addresses before they are saved or a send is attempted. • Cloned Category Grouping in Documents: Added support for grouping products by cloned category in linked document sections, helping keep items from separate categories organized rather than combined together. • Improved Siro Recording Names: SalesPro recordings sent to Siro now include customer and estimate context in the recording name, making recordings easier to identify and find without opening them individually. Bugs • Fixed Siro Prompts for Accounts Without Siro Enabled: Fixed an issue where users could see Siro microphone and location access prompts even when Siro was not enabled for their company account. • Fixed Required Field Indicators in Custom Documents: Fixed an issue where sections marked as required in Documents were not displaying as required within the app, which could cause reps to miss required information. • Fixed Document Order Sync Between Dashboard and iOS: Fixed an issue where document order set in Dashboard wasn't reflected on iOS. • Fixed Partial Measurements Prompt on Category Cloning: Fixed an issue where the partial measurements prompt appeared when cloning a category even if the original category wasn't sourced from EagleView or Hover. The prompt now only appears when applicable. • Fixed Linked Fields Not Persisting to Results: Fixed issue where linked field values were not populating in result report after saving an estimate and coming back to it later. • Fixed Duplicate Siro Recordings: Fixed an issue where starting a Siro recording from SalesPro could create multiple recording files in Siro. Each recording session now creates a single recording as expected. • Fixed Co-Buyer Signature Requirements: Fixed an issue where Co-Buyer signature fields could remain required when no spouse was associated with the customer if the spouse name placeholder included additional text or labeling. • Fixed Currency Formula Rounding Error: Fixed an issue where currency formulas were rounding "0.5" down instead of following standard rounding conventions.

- Bug fix in remote payment request

Features & Enhancements - Partial Measurement Reports: Users can now create estimates from selected roof sections within Hover and EagleView reports. This allows specific facets, ridges, and measurements to be imported into an estimate without requiring the entire roof to be included. - Accurate Contract Sign Date Tracking: SalesPro now captures and sends the actual date and time a contract is signed for both live signing and Leap SecureSign. This provides downstream systems with a more accurate contract sign date. - Hide Zero Values in Manual Input Fields: The Hide Value if Zero setting is now available for keypad and currency fields. When enabled, zero or cleared values will not be displayed in generated documents. - Improved Picker Selection Experience: Pickers now automatically select the first available option when users tap Done without making a selection. This eliminates the need to scroll the picker before a value will apply. - Enhanced Cloned Category Integration Metadata: Result payloads now include additional metadata for cloned categories, making it easier for integrations to identify cloned category instances and associate products with the correct category grouping. Bug Fixes - Siro Integration Visibility Fix: Fixed an issue where the Siro integration could continue appearing in the app after being disabled at the office level. The app now correctly reflects the integration's enabled or disabled status. - Cloned Category Total Refresh Fix: Fixed an issue where estimate totals would not immediately update after cloning a category with products. Totals now refresh automatically without requiring additional user actions. - Package Pricing Refresh Fix: Fixed an issue where pricing did not immediately update when creating a custom package or modifying an existing package. Package totals and estimate pricing now refresh automatically to reflect changes as soon as they are made. FinTech - Finance Calculator Ordering: Drag and drop finance options on the SalesPro dashboard to change the order displayed in the finance calculator.

• SalesPro now supports partial measurements: when building an estimate, reps can choose a partial scope instead of whole-building numbers, pick roof or wall sections in an embedded 3D House Visualizer, and apply server-calculated quantities to price-guide formulas. Full-report behavior with EagleView and HOVER is unchanged. • Various bug fixes and performance improvements to financing.

Features & Improvements: - FeneVision Logout Functionality: Added logout functionality for the FeneVision integration on iOS, allowing users to properly sign out of their FeneVision session from within the app. - Create Customer from Edit Customer Modal (Leap CRM): Users can now create a new customer in Leap CRM directly from the Edit Customer modal within the Leap Complete flow. - Copy Measure Sheet Item Order: When copying a measure sheet, the item order is now preserved in the duplicated sheet. - "Hide If Left Blank" Setting for Detail Image Line Item Cell Type: Added support for a new "Hide If Left Blank" setting to the Detail Image and Line Item cell types in document templates, allowing those cells to be automatically hidden when no value is entered. - SalesPro Payment Requests: You can now send payment requests to homeowners directly from the SalesPro app when using Leap Pay. To enable this feature, set it up in your contract settings within the SalesPro Dashboard. Bug Fixes: - Siro Notification Not Dismissing on Tap: Fixed an issue on iOS where tapping the "X" on a Siro notification would not dismiss it as expected. - Package Names Not Populating Correctly: Resolved a bug causing package names to not populate correctly in the documents. - FeneVision "Add Item" Button Display Issue: Fixed a display issue where the "Add Item" button was not rendering correctly for users with the FeneVision integration enabled. - Linked Totals and Custom Product Pricing in Contracts: Corrected pricing behavior for Linked Totals and Custom Products within Contracts. - Text Formulas Not Rendering in Document Templates: Fixed an issue where text formulas were not rendering in document templates.

- Additional Details shown on Custom Packages: Custom package creation now displays additional measure sheet item details, giving reps more context when selecting options. - Disable Custom Products: Added support to disable custom products, allowing companies to restrict reps from adding items outside the price guide. - General performance improvements and bug fixes.

Greensky enhancement: credit application submission process updated to display legal disclosures specific to applicant’s state

When documents are missing required values, the user will now be brought to the missing field to make it easier to find and fillout required fields. Added support for additional configuration options for Enforced Resulting to prevent access to next appointment until the current appointment is resulted. Fixed an issue where users were not prompted to complete required signature fields when the signature did not include a name placeholder. Fixed an issue where the delete button on Provia line items was not behaving correctly. Fixed an issue where deleting a duplicated estimate would cause the app to crash. Fixed an issue where custom packages were not auto-selected after being created. Fixed an issue where the package selection would change while scrolling through estimate categories. Enhanced the Continue Existing Application experience within the Universal Credit Application (UCA) to provide greater control and flexibility over how applications are viewed. Financing experience enhancement: more information added on credit application listings to improve recognition and searchability Our Financing partner Enerbank has been rebranded to Regions

• Fixed issue where users were prompted to sign Spouse's signature fields when there was no spouse associated with the estimate.

Features & Enhancements • Unresulted Appointments Screen: Added a dedicated screen in iOS allowing users to view and search all unresulted appointments in one place. • Enforced Resulting Support: Added support for Enforced Resulting to prevent access to today’s appointments until prior appointments have been properly resulted. • Fenevision Integration - Vytex Windows: Expanded the Fenevision integration to include Vytex Windows. Bug Fixes • Fixed an issue where duplicate items could appear within the Price Guide in the app. • Fixed an issue where Linked Fields were not persisting to appointment results after saving and reopening an estimate. • Fixed an issue where users were not prompted to complete required signature fields when the signature did not include a name placeholder.

Enhancements • Leap CRM + SalesPro Integration: Customer information can now be updated directly within SalesPro and will automatically sync back to Leap CRM • Credit Applications: Enhanced UX for existing applications page; Paginations for faster loading times and improved error messaging. Bug Fixes • Linked Fields: Addressed an Issue where Linked Fields weren't updating when Estimates were being edited. • Salesforce Integration: Fixed an issue where secondary contact information was not displaying properly in SalesPro when synced from Salesforce • Document Editor: Resolved a rendering issue where header outlines were not displaying correctly in documents

Enhancements: • Enhanced Universal Credit Application Submission Process: Users can now submit to the universal credit application simultaneously to multiple lenders. • Automatic Sale Result: When a signed contract exists, appointment results will now default to a Sale Result Report. Bug Fixes: • Document Detailed Line Item Visibility: Fixed an issue where detailed line item sections were still visible even when all fields were blank and “Hide if left blank” was enabled.

Bug Fix: • Addressed an issue where copying estimates to a different office resulted in a blank estimate

Enhancement: • Appointment and job description fields in the LEAP CRM integration are now auto-populated to make creating customers and appointments faster. • Enhanced real-time data error validation for Universal Credit Applications • New logs added for improved error tracking and debugging Bug Fixes: • Fixed an issue where users could not access the Contract/Proposal sections after updating missing customer contact information. • Fixed an issue where commission formula priorities were not being applied correctly. • Fixed an issue where placeholders appeared on UPDF documents after saving and reopening. • Fixed an issue where the %identifier.quantity% (upcharge quantity) placeholder did not display 0 on documents. • Fixed an issue where result report prices were misaligned when items contained very long item names. • Fixed an issue where header borders were not rendering properly in documents. • Fixed an issue with Create Customer in the Leap CRM integration where newly created appointments were using an incorrect time zone. • Fixed issue where Size Picker was not appearing on additional details for upcharges.

Bug Fix: • Addressed a bug where changing offices led to a blank estimate.

Improvements: • Category Cloning - You can now clone estimates within the same category without duplicating your price guide in dashboard. Reach out to your CSM for early access! • Users can now create customers and jobs in LeapCRM directly from the SalesPro app. • Introduced a new signature workflow with saved signatures and an improved signing sequence. • Permission based views added to the credit application pipeline. All users can view loans submitted by them. Users with the ability to search for other user's estimates can view credit applications by others • Sales reps can now view their past Leap Pay payments within their Sales Pro app. Payments can also be cancelled within 25 minutes of payment from the past payments. Bug Fixes: • Fixed issues where certain text formulas would break due to identifier conflicts. • Improved consistency for dynamic fields triggered by linked values. • Text paragraph fields now expand automatically while typing. • Fixed missing titles for non-required sketch fields in PDFs. • Resolved an issue where CompanyCam images could be overwritten when adding more photos.

Bug Fixes - Implemented stability improvements to enhance overall application performance. - Resolved an issue where measurement reports were not persisting in Resources when navigating away from and returning to an estimate. Enhancements - Added a new Job Title field to the user profile, along with a corresponding placeholder. - Refined modal text for improved clarity when switching between customer estimates. - Limited credit application pipeline results to 20 records per view to deliver a smoother user experience. - Ensured the search bar in Standard View Estimates is always visible for better accessibility. - Improved the readability of notes in iOS documents and product screens by updating font size and color for greater accessibility. - Replaced the scroll-wheel Date/Time pickers with a Calendar view to make date selection more intuitive.

What’s New • Early access to FeneVision integration is here! Select accounts can now enjoy seamless quoting and document generation tailored for window and door manufacturers. • Note: This feature is part of a limited release and is not yet available to all users. • General performance enhancements and other improvements to keep things running smoothly. Have questions or want to learn more? Contact your Customer Success Manager or SalesPro Support.

• Improved the usability of live signature fields in SalesPro by enlarging the signing area and making it more visually identifiable. • Fixed an issue where users could occasionally experience a crash during live signing

This update resolves issues introduced after upgrading to iOS 26.0: - Keyboard Compatibility – Fixed an issue where external Bluetooth keyboards were not functioning properly with the app. (Note: The app works with or without a keyboard.) - Pickers – Corrected a UI issue that made selecting values in pickers difficult when using the iOS floating keyboard.