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Solargraf Features


Solargraf Features

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  1. We are noticing that the estimated new utility bill is only based on year 1 billings which is essentially higher than what we would like to show in the grand scheme of things so I hope you guys can consider making a way to extend the time table for this average billing so we can base it on the length of the loan or the length of the savings we are trying to base everything else on (30yrs). This would help greatly and reduce the need to explain the difference between what the proposal is showing and what the utility…

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  2. To do Homeowner credit prequalification and send all required loan documents directly from the Solargraf portal.

    1 vote

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  3. A client wants the downloaded proposals to be editable so that they can retain the original design elements while editing text content, preferably in MS PowerPoint.

    "Hello,
    Could you please let us know how we could download proposal templates from Solar Graf?
    We'd like to download editable forms of the templates which allow us to retain the original design elements while editing text content, preferably in PowerPoint format.
    This is for our account under partners@sunlabs.uspartners@sunlabs.us.
    Thank you,
    Charlotte Mao
    SunLabs.us"

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  4. Private discounts

    1 vote

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  5. Allow users to setup an API integration with Sunbase CRM.

    2 votes

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  6. The user needs to be able to add their own incentives for Canada on a company level

    1 vote

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  7. 1 vote

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  8. 8 votes

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Option to update the inverters from the order form when using multi-panel inverters, IQ8D Is able to support more than 1 panel.

    1 vote

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  13. When selecting multiple loans setup, the underwriting that displays the monthly payment when the ITC is not applied only includes the Residential Renewable Energy Tax Credit (ITC) 30% ( even if the client selects an additional incentive). All the incentives selected in the " Select Applicable Incentives" section of the loan modeling feature don't show up.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Client would like an expanded notification process for leads/projects. For example, instead of being notified when a project is sent, viewed and signed, he wants an additional notification for follow up in between viewed and signed.

    1 vote

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  17. When applying for a permit, there are several extra steps he has to take each time he changes the materials.

    If we had a link where he could update the materials section directly from the permit order form without starting over the permit plan set/ stamps application.
    For example,
    Steps:
    -click on missing rack
    - go to the materials section
    - go back to the form without having to start from scratch.

    1 vote

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  18. client would like to be able to adjust production estimates based on their desired criteria.

    1 vote

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  19. Be able to print out marketing materials withdrawn solar on to mail to potential customers."

    1 vote

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  20. I also wanted to see if Solargraf would be interested in having a "Down Payment" option show up on a customer's proposal when they select a financing option up top? Maybe the customer can type in how much they want to put down and it would take it right off the top and calculate a new monthly payment? I think this would be something very interesting......

    3 votes

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    2 comments  ·  Financing  ·  Admin →
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