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Solargraf Features


Solargraf Features

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  1. Client is requesting Adobe Sign to be integrated to Solargraf as an alternative to Docusign for E-signature capturing.

    Additionally, new client All Energy Solar, is requesting alternative e-signature capturing integration from Blue Ink.

    1 vote

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  2. Allow customization of pricing breakdown labels within proposals, including the ability to rename terms such as system cost to system price

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  3. Simplify contract placeholder management by making placeholders easier to find and use

    1 vote

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  4. Add a one-click path from the proposal to the final contract so customers can review the complete contract terms before accepting the proposal

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  5. 1 vote

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  6. 1 vote

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    0 comments  ·  Financing  ·  Admin →
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  7. 1 vote

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  8. 1 vote

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  9. User wants a toggle to disable the azimuth line auto snapping to south on flat roofs. That behavior is separate and has no documented toggle to disable it.

    1 vote

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  10. 1 vote

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  11. Want to track any changes to the following, either in the UI of the project overview page or available via an export:
    - Change to Utility company selection
    - Change to Utility/consumption data
    - Change to customer contact information (name, phone, email)
    - Change to options (option 2 created, etc etc)
    - Change to financing product availability (including whether they change the default for the project)
    - Starting a LightReach (or other integration) application process
    - Change to owner/users on the project (SG users, that is)
    - Change to pricing
    - Change to incentives

    1 vote

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  12. I want more post sale project managment features to be more like a full crm. Mainly, I want the project timeline Status to be available on dashboard and offer filters between all the timeline steps to pull up all projects under each step when selected

    1 vote

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  13. 1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  14. As an installer, I want more recent lidar in Canada, so that I can create 3D models with the correct pitch.

    1 vote

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  15. As an installer I would like to be able to set "Manual" panel placement as default rather than "Auto" so I am able to manually place panels in my designs without having to make that selection within the project each time

    1 vote

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  16. 1 vote

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  17. 1 vote

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    0 comments  ·  Others  ·  Admin →
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  18. 1 vote

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  19. 1 vote

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  20. 1 vote

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    0 comments  ·  Project Settings  ·  Admin →
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