845 results found
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Apply financing options per proposal option, rather than per project
As an installer I would like to be able to apply financing options per proposal option, rather than per project.
I want to create a Solar design option for one TPO product and a Solar+Battery design option for a different TPO product and I would like my customer to only see the specific TPO pricing for each specific design (proposal) option
6 votes -
Hidden extra cost adders not reflected in visible proposal line items
When extra cost adders are set to "Public without cost showing" or "Private," their values are included in the Total System Cost but not reflected in any visible line item on the proposal, causing the line items to not add up to the total. This is particularly problematic for adders calculated as "% of storage price," which are not absorbed into the Battery Cost or any other visible line, unlike other adder types (such as $, $/watt, or % of solar cost) that correctly roll into the Solar Cost line. The expected behavior is that hidden "% of storage price"…
2 votes -
Integrate Adobe Sign for e-signature capture alternative to Docusign
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 -
Ability to rename Label on Proposal from "System Cost to System Price"
Allow customization of pricing breakdown labels within proposals, including the ability to rename terms such as system cost to system price
1 vote -
Improve ease of use for document placeholders
Simplify contract placeholder management by making placeholders easier to find and use
1 vote -
One-click path from proposal to final contract
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 -
1 vote
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1 vote
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1 vote
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1 vote
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Flat roof azimuth auto rotation: request for toggle to disable
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 -
1 vote
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As an installer I want auditable logs for the below
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 incentives1 vote -
post sale project managment filters by status
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 -
1 vote
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As an installer, I want more recent lidar in Canada
As an installer, I want more recent lidar in Canada, so that I can create 3D models with the correct pitch.
1 vote -
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
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 -
1 vote
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1 vote
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1 vote
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