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Solargraf Features


Solargraf Features

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  1. Include "MSRP" for Enphase products within catalog.

    1 vote

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    0 comments  ·  Materials  ·  Admin →
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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. We are in need of a CRM for lead and appointment booking. We would like to add this functionality in to Solar Graf.

    1 vote

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    0 comments  ·  Others  ·  Admin →
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  6. Essential Power would like to see the New Jersey SREC to be added to the Incentives list in Solargraf.

    1 vote

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    0 comments  ·  Incentives  ·  Admin →
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  7. I want to delete projects as a non admin

    1 vote

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  8. 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

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  9. Expand the use of Timeline Steps. For details, see attachment.

    1 vote

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  10. 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

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  11. Improve format for the text/phone number in the quote emai.

    1 vote

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  12. 1 vote

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  13. 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

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  14. 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

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  15. 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

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    0 comments  ·  Materials  ·  Admin →
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  16. 1 vote

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  17. 1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  18. 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

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  19. 1 vote

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  20. 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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