SalesPro, formerly Leap 2.40.0 - App Store

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About SalesPro, formerly Leap

SalesPro by Leap is the leading in-home sales app that digitizes every step in your sales process. Automate everything from estimating, proposals, and contracts to financing, payment capture, and e-signatures - all in one...

SalesPro by Leap is the leading in-home sales app that digitizes every step in your sales process. Automate everything from estimating, proposals, and contracts to financing, payment capture, and e-signatures - all in one place. Available as an add on to your current CRM, a Leap plan, or as a standalone tool, SalesPro gives you what you need to start closing more deals for more money. -Digital Estimating & Documents -Resource Center -Industry Leading Integrations -Workflow Enhancements -Credit Approvals In-App -Remote Signatures & Payment Capture -Works with or without internet connection -Price Guides WHAT IS LEAP? The Leap platform is a comprehensive home improvement technology solution offering CRM, project management, and point of sale functionality. Providing a unified platform to manage customer interactions, track project progress, and automate the sales process.

Version History 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. 2.40.0 May 18 - 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. 2.39.0 Apr 27 Greensky enhancement: credit application submission process updated to display legal disclosures specific to applicant’s state 2.38.1 Apr 17 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 2.38.0 Apr 13 • Fixed issue where users were prompted to sign Spouse's signature fields when there was no spouse associated with the estimate. 2.37.1 Mar 12 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. 2.37.0 Mar 11 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 2.36.0 Feb 18 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. 2.35.0 Feb 3 Bug Fix: • Addressed an issue where copying estimates to a different office resulted in a blank estimate 2.34.1 Jan 27 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. 2.34.0 Jan 19 Bug Fix: • Addressed a bug where changing offices led to a blank estimate. 2.33.1 Jan 15 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. 2.33.0 12/15/2025 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. 2.32.0 11/24/2025 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. 2.31.0 10/21/2025 • 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 2.30.3 10/07/2025 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. 2.30.2 10/02/2025 Bug fixed preventing incorrect Leap Pay account assignments to payments accepted in SalesPro app. 2.30.1 09/25/2025 Improvements & Bug Fixes General • Improved sync reliability – "Refresh Price Guide" and "Refresh All Server Data" now update as expected, including recent price edits. • Crash fix – Resolved an issue where tapping Detail Line Items could cause the app to crash. • Smarter estimate names – Estimates will now automatically display the Homeowner’s Name and Estimate Date for easier tracking. Documents • Text Formulas in linked sections now work as intended. • Formulas and Dynamics are functioning correctly again. • Document thumbnails now appear in high resolution in the PDF view. Finance • Fixed an issue where the GreenSky inactive toggle wasn’t properly removing plans from the GreenSky credit application and the finance calculator. • LeapPay default payment processor toggle changes are now correctly reflected. 2.30.0 09/08/2025 • The LeapPay default payment processor setting will now reflect accurately based on what is set in dashboard 2.29.1 08/19/2025 • Pull to Refresh Credit App Pipeline: You can now pull down to refresh the Legacy and Universal Credit Application pipelines for real-time updates. • Improved LeapPay UX: Users without the required payment permissions will now see a clear error message earlier in the workflow and will be prevented from opening the payments form. • Other Enhancements: Includes additional minor improvements and bug fixes for overall stability. 2.29.0 08/06/2025 Enhancements: • more Appointment information is transferred to the created Customer • the Deep Drill Down view now offers a Category Search • users can proceed to a UCA credit application submission even if save and sign fails • credit application scan updated to also capture co-applicant’s zip-code and address state Bug Fixes: • Detail Line Item edit "Done" button is only selectable after editing completes, preventing an app freeze • resulting an Estimate with missing required fields is no longer possible • the app now correctly honors all the Dashboard "Show In" options for Hover reports (Proposals, Contracts, Resources) • when Signatures are added to Contracts, the Next button will now properly enable/disable • the Price Guide Option price and MSRP should stay in sync when scrolling • due to a UPDF update, PDF Form pickers disappeared in Contracts: pickers now appear for contracts produced with either version of UPDF • field validation added for the SSN field in credit applications to prevent invalid entries • required fields on the credit application can no longer be bypassed by entering spaces 2.28.0 07/14/2025 Improvements Enhanced the appointment result flow for Leap CRM customers to clearly display validation errors before submission, reducing confusion and rework for users. Updated how PDF forms handle picker fields Introduced an auto-sort feature for items within Deep Drill Down estimates, helping streamline estimate organization. This feature is available by request—contact support to enable it. 2.27.10 06/30/2025 Improvements - Decision messages are now permanently displayed on the credit application submission page. - Removed UI validations that were preventing users from submitting default credit applications. - The credit application status will now auto-refresh while waiting in a pending state. 2.27.8 06/23/2025 Improvement: • Credit application decision messages are now permanently displayed on the credit app submission page Bug Fix: • Fixed an issue where tapping on some detail line items in documents was crashing the app 2.27.7 06/11/2025 Improvement - Linked Fields in PDF Forms: PDF Forms now support linked fields, allowing data entered in one field to automatically populate others. Bug Fixes - Text Cell Movement in Landscape: Fixed an issue where text cells would shift unexpectedly when using the app in landscape mode. - UCA Settings Fetch Error: Resolved a bug that caused a failure when attempting to fetch Universal Credit Application settings. - Sketch Pad Persistence: The Sketch Pad now saves properly when reopening a draft document. - Contract Information Loss: Fixed a bug where contract details were being lost after editing documents. - Green “Done” Button Issue: Resolved an issue where the green “Done” button was unresponsive after making selections in documents. - Deleted Packages Affecting Contracts: Ensured that deleted product packages no longer impact active contracts. - Back Button Disappearing: Fixed a UI issue where the back button would disappear when trying to navigate from a Terms & Conditions screen. - Dynamics Not Triggering: Addressed an issue where dynamic fields were not correctly triggering 2.27.6 06/03/2025

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Previous Versions

Here you can find the changelog of SalesPro, formerly Leap since it was posted on our website on 2016-12-22 18:43:46. The latest version is 2.40.0 and it was updated on 2026-06-24 00:22:35. See below the changes in each version.

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Related Apps

Here you can find apps that are similar with SalesPro, formerly Leap.

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