845 results found
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As an installer, I want to be able to chat with Managed Service providers
For Permit services and PaaS, add a chat functionality (similar to what is available to Enphase permit customers) that can be accessed in Solargraf for installer and in ENLM by design teams (internal)
1 vote -
Expand Timeline Steps functionality
Expand the use of Timeline Steps. For details, see attachment.
1 vote -
Applying a new default loan to existing projects
As a company, Go Green Electric, would like to see a toggle or something of the sort to swap an existing loan for a new default loan on previously existing projects. It would save substantial amounts of time when lenders create new loans with different rates/dealer fees.
1 vote -
Improve how phone is listed on proposal email
Improve format for the text/phone number in the quote emai.
1 vote -
1 vote
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As an installer I would like user roles that do not count towards my subscription number. E.g. Accounting
Casey from SolQ would like a user role that has no permissions for drawing. For example, office managers, accountants.
Users that would only log in periodically and would not be counted towards total no. of users for subscription $
1 vote -
Project Exports to export to files as .xlsx or PDF
Currently project data can be exported to CSV. The request is to add .xlsx and PDF as file types to be downloaded.
Customer understands that CSV can be opened in Google Sheets or Excel and printed to PDF, but he'd like to skip those steps and export directly to these file types.
1 vote -
Default Material Groupings
When certain materials such as roofing material is set, a default preset list of components are assigned to the project. For example: If rolled asphalt is set as roof material; racking, standoffs and flashings are set to predetermined (by the company) default components.
2 votes -
1 vote
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1 vote
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Add utility bill number to contract template
Hello,
We need to add utility bill account number to have it show up in the contract template when the customer signs our contract and right now we don't know of a way to make it automatically be inserted.
I know there's a way to add a custom placeholder in the pdf, but that means the sales reps need to remember to add the account number before sending the contract for signing.
Suggestion 1: a custom place holder could be added to prompt the sales rep or customer to input this information while they are signing.
Suggestion 2: adding a…2 votes -
Pricing grand total
I'd like to see a grand total of pricing listed under the pricing tab under 'Manage Project'. The only way of currently reviewing the total price is to look at 'preview quote' or to download the proposal.
3 votes -
1 vote
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digital stamp request
I have been a subscriber for a couple of years and have been struggling with the digital engineer stamp for come counties in Florida. What they require when hovering over the stamp is a number or group of letters to identify the engineering company. In the past I have ordered hard copies with a raised seal but now they only want digital. This puts me in a difficult situation. Can anyone help?
1 vote -
Card info for each user
I would like to see an option that users under your account can put in their own card to order purposals as appose to using the admin card. For example, I have channel partners selling solar for me and I set them up with a salesman account under my account and they charge my card for every purposal ordered where I wanna see an option that they have to put their card in.
1 vote -
Manually changing statuses
I would like to be able to change the 'signed', 'seen', 'sent' statuses manually. We don't typically use the quote feature for customers, they sign our contract.
2 votes -
Build INbound and outbound webhooks
Direct inbound and outbound webhooks for integration
2 votes -
Cash and Financing in the same proposal
I want to be able to have both cash and finance options show on the same proposal.
1 vote -
Editable Materials categories
Make Material categories editable.
2 votes -
Combine pages on pdf print outs
I would like to have more than 1 section per page on the PDF layout. When it is printed, we have pages with only 1 or 2 items listed & the rest of the page is blank. It not only looks unprofessional, but it increases the cost of printing.
1 vote
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