832 results found
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More customizable proposal sections
Add the ability to "drag & drop" proposal sections, possibly resize them, and toggle on/off different values within sections. An example of this would be in the "Energy Usage" section. Being able to default view the monthly graph and toggle the different consumption/production/utility values on/off. Another option could be to show utility above production and the sum of the two equaling consumption.
4 votes -
Prevent child roles and permissions (pricing permissions)
As a parent account owner, I would like to be able to restrict our children account owners from editing the pricing in Discounts & Extra Costs. I would like to be able to do this from my own account without having to access each child account to change the account owner's roles and permissions.
1 vote -
SG charges sent as email notifications
email notifications for when we are billed. most businesses need these charges entered into their system for tracking. an email would help charges not fall through the cracks.
1 vote -
As SG, allow users to setup deposit milestone which do no impact "% of project price" calculations
As SG, allow users to setup deposit milestone which do no impact "% of project price" calculations
1 vote -
Void Previous Contract Icon
Sometimes a customer signs a contract and changes need to be made after signing. We clone the project, make the changes and the customer signs the new proposal, we would like to see some sort of void previous contract icon when a second proposal is needing to be signed. This avoids confusion and incorrect documentation being used.
1 vote -
Support larger commercial systems
Improve the capacity of the drawing tool for commercial designs.
23 votes -
New design tool enhancements: To extend the obstruction modeling options (Add more shapes and sizes )
New design tool enhancements: To extend the obstruction modeling options (Add more shapes and sizes )
1 vote -
Remove Tree Height Limit
Remove tree height limit. We have customers with trees that exceed 100ft.
1 vote -
Improve reporting functionalities in Solargraf
To add more reporting functionalities.
Analytics on what the sales reps are doing ( what they are quoting and how they are doing it)
Projects created; quotes sent
How many Cell Fab 370 panels have the quoted
How many batteries have they quoted
Average price per watt
How many clients have been quoted
How many projects have been signed
How many quotes does it take to close a deal
2 votes -
As an installer, I want the consumption profile (custom or default) to appear on the web quote and proposal
As an installer, I want the consumption profile (custom or default) to appear on the web quote and proposal
1 vote -
1 vote
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2 votes
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Support Utility tariffs in the Cayman Islands
I would like to see Solargraf support Utility tariffs in the Cayman Islands.
1 vote -
Timelines by state
When we select the timeline in settings the first option should be State. Then each state will have its on timeline. Ie Approvals(utility) in CT take about 45days longer then FL.
2 votes -
Adder Menu On Proposal Page
Have an adder menu on the proposal page to rapidly add or remove extra costs from the proposal page to prevent our salespeople from page jumping while making a presentation.
1 vote -
adding a disclosure sentence at the signature line
we want to have a disclosure line as a Signature line right ON the signing page.
Disclosure: Bold-face type of the minimum size of ten points, near signature.Line we wished to add is shown below:
“You, the buyer, may cancel this transaction at any time prior to midnight of the third business day afterthe date of this transaction. See the attached notice of cancellation for an explanation of this right.”
1 vote -
Monthly consumption
Make monthly selection easier when entering consumptions. Just one button to push to select a month.
1 vote -
Split up consumption data from utility data, or provide specific permissions for each
Currently Utility and rate selection is on the same pre-design and Utility settings page as entering Usage/Consumption data. As an installer, I want to be able to restrict access to changes to the utility information (Rate selection, inflation rate, buy back and sell rates) but continue to allow outside sales rep to enter homeowner consumption.
And/Or - provide specific permissions to restrict data entry for each of these sections from the utility page
1 vote -
1 vote
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1 vote
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