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Solargraf Features


Solargraf Features

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  1. 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

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  2. 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

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    0 comments  ·  Financing  ·  Admin →
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  3. 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

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  4. Direct inbound and outbound webhooks for integration

    2 votes

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  5. I want to be able to have both cash and finance options show on the same proposal.

    1 vote

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  6. Make Material categories editable.

    2 votes

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  7. 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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  8. Remove the Social media icons and links (Facebook and Twitter) from the auto emails that are sent to customers from installers.

    The images show up as attachments in some email clients and homeowners are clicking the links by mistake.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  9. I have created a project under the BOM pricing, I want it to be $/watt pricing and this cannot be done. I was told by tech support that I have to scrap all the work I have done and create the project again from scratch, for a business owner time is money and this can cost a lot of time depending on the complexity of the project. There should be an option to change the pricing schedule at will so you can toggle between the two. Just my opinion but I think it would be a good addition to this…

    1 vote

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  10. Please include co-signer field on all proposals. About 30% of my projects now require co-signers.

    1 vote

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  11. The Manage Signatures has been a problem. I now know that any proposal that has already been sent out before the release needs to be configured for the correct signature and resent. If the customer signed before the release, we need to manage sigs on the quote and resend. The issue now is if I set up the installer sigs to be the project owner, what happens if the customer signs and the installer is not available? What if they are on vacation for a month? For us to sign we need to change the installer assignment and resend. It…

    1 vote

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    1 comment  ·  Proposal  ·  Admin →
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  12. Support ADU Accessory Dwelling Units as an array type. In California they often build external structures, right now when they design these arrays, they are floating panels in the backyard of the house and it deosnt look good to the homeowners.

    1 vote

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  13. The user would like for the option to enable a toggle somewhere which would allow for them to enter a number on the inverter field without having to erase the number which was previously there. They click on the field box and by clicking on it it already cleared the content.

    "When I go back to edit inverters in the project, I have to delete the data from the cells before adding new information. When I type new information it should automatically overwrite the old info."

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Have solargraf make .PAN file types : I have developers asking for specs AND .PAN files.
    now 2 different large project leads according to my salesman

    1 vote

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  20. I would like to be able to sign the contract as the installer before sending it to the homeowner to be signed and approved.

    1 vote

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