832 results found

1. Hiding Extra Costs at all levels and restrict loan option edit

   Need to make some extra costs hidden from sales reps. These extra costs are inputted at the company level for all projects based on our internal costs.

   Need to restrict sales rep access from editing loan options to see dealer fees and any other configuration associated with that specific loan.

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   0 comments  ·  Company Settings  ·  Delete…  ·  Admin →
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2. Urgent Need Generac PV & Battery Calc tool

   I would like to see a Generac PV link and battery calculator in my SolarGraf account reference project.

   6223 Fringe Sage Ct NE, Albuquerque, NM 87111, USA

   Please see my Alt account at Albert@nmsolarpro.com for example

   See option 1 settings for easy review

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3. Editing a pdf proposal and adding in an additional page of print screen of other option, allowing to offer all in one proposal.

   Editing a pdf proposal and adding in an additional page of print screen of other option, allowing to offer all in one proposal.

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   0 comments  ·  Proposal  ·  Delete…  ·  Admin →
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4. Option to disable decimal points on financing Options

   Have the option to disable decimal point on financing options, payments need to match lenders contract and the lender only round up or down. Please enable the option to remove decimal points on loan payments.

   2 votes

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5. Please put "Contract" in the header/footer for Sunlight Requirements

   Sunlight Financial is rejecting my clients signed proposals because they do not say "Contract" on the header/footer. It says "Solar Proposal" at the top of each page. Please change it to "Solar Contract" to satisfy Sunlight Financial requirements.

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6. Add an option for default documents (e.g. company presentation) that applies to all proposals

   Add an option for standard docs (e.g. company presentation) that are set by default on the company settings and applies to all proposals under the 'Project Files' section of the project page.

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   1 comment  ·  Company Settings  ·  Delete…  ·  Admin →
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7. Add generator button to proposal/permits.

   Add generator button to proposal/permits.

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8. FEDERAL TAX CREDIT NOT BEING CALCULATED IN THE PDF

   WHEN PAYMENTS ARE CALCULATED IN THE PDF IT NEED TO BE CONSISTENT WITH THE PROPOSAL. IN THE PDF THE FEDERAL TAX CREDIT IS NOT BEING CALCULATED SO IT SHOWS A HIGHER LOAN AMOUNT. REALLY CONFUSING TO OUR CUSTOMERS

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9. Integration with SolarAPP

   Integration with SolarAPP

   1 vote

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   0 comments  ·  3rd Party Integrations  ·  Delete…  ·  Admin →
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10. Make Chat option easier to find

    Please make your CHAT WITH US feature easier to find.

    Most other companies already have a easy link that pops up on the page once I pull up their product page. (Would you like to Chat with Us?)

    It would seem to me as a tech company, this should have been done long before me having to ask for this.

    Please catch up to other companies on this!

    3 votes

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    1 comment  ·  Company Settings  ·  Delete…  ·  Admin →
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11. Have more than 1 email template in Company Settings

    Have more than one email template which will allow us to more efficiently serve our customers

    2 votes

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    1 comment  ·  Company Settings  ·  Delete…  ·  Admin →
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12. have the option on Project Timeline to calculate steps based on % of TOTAL project cost

    Currently SG's timeline calculates the % of the timeline based on the project price - any other fixed amounts from the other steps.
    The user needs to have the option on the Project Timeline to calculate every % step based on the % of TOTAL project cost without the fixed costs playing a factor.

    2 votes

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13. Need to show panels on a vertical surface/wall.

    Need to show panels on a vertical surface/wall.

    1 vote

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    0 comments  ·  Drawing Tool (Solar Design)  ·  Delete…  ·  Admin →
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14. Need mandatory password reset for our employees after X amount of days.

    Need mandatory password reset for our employees after X amount of days.

    1 vote

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    0 comments  ·  Company Settings  ·  Delete…  ·  Admin →
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15. Would like to show Cash and Loan options seperately in Each option on the same project page and not have to toggle in proposal.

    Would like to show Cash and Loan options seperately in Each option on the same project page and not have to toggle in proposal.

    1 vote

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    0 comments  ·  Financing  ·  Delete…  ·  Admin →
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16. Make changes to 'About Us' section retroactive

    Make changes to "About Us" in "Quote Customization" applicable to projects created prior to the changes. We are one of your oldest subscribers. We are an Enphase Gold Installer. We have a heavyweight account. Please fix this immediately.

    2 votes

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17. Solar Shingles Desing tool

    Hi, Would you be able to incorporate a layout tool for Certainteed Appollo II solar shingles? I am starting to offer these for my customers. Thanks

    7 votes

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    2 comments  ·  Drawing Tool (Solar Design)  ·  Delete…  ·  Admin →
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18. Wanting to show 25 production of system.

    Wanting to show 25 production of system.

    1 vote

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    0 comments  ·  Proposal  ·  Delete…  ·  Admin →
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19. Customize company utility settings to have different utility options at different project locations

    Customize company utility settings to have different utility options at different project locations

    2 votes

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    0 comments  ·  Utility Settings  ·  Delete…  ·  Admin →
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20. QA notes on SG

    1. Adding a new loan option default AFTER creating a proposal does not show the new loan option.
       (confirmed bug, will create bug card)

    2. Save button is inconsistent
       Done
       Save
       Floppy disk icon
       No warning when not saving changes
       (legitimate issue, will add as a separate Uservoice issue)
       NEW IDEA SUBMITTED

    3. When editing a drawing and clicking to draw, the right click should cancel adding or removing points instead of having to click “undo” all the way to the right
       NEW IDEA SUBMITTED

    4. “Edit project” and “Open project” are too similar and confusing. Either combine them or make it clearer what they mean
       NEW IDEA SUBMITTED

    5. “Edit drawing” is misleading because it controls a lot more things than just “editing the drawing” (panel amount, panel location, panel orientation etc). It needs a better name. Also calling them drawing is a misnomer. They are designs not drawings no one is drawing anything.
       NEW IDEA SUBMITTED

    Proposal Creation/Customization/Panel Sizing Pricing etc

    There needs to be (in addition of offset KW/H) the following (on the edit drawing scree)

    1. Offset $$ monthly
       NEW IDEA SUBMITTED

    2. Also the proposal is not taking an average of utility bills, it’s only taking the earliest one for some reason
       NEW IDEA SUBMITTED (so we can do outreach to client to clarify this, as it's not enough information)

    3. New utility payment monthly $$
       Loan payment monthly $$
       Differential/net credit/debit = Old utility payment - (new utility payment + loan payment)

    *** THIS IS CRUCIAL to being able to right size the array. Having this instant feedback will greatly improve the speed and relative ease of figuring out the right amount of panels to quote someone
    Also, we are fully aware the loan terms, efficiency, etc factor into the above savings differential, this feature would just make it a lot easier to calculate
    Actual Proposal PDF
    (legitimate issue, will add as separate UV, savings differential request for financing team)

    The estimated savings over the life of the panels is good
    The estimated monthly savings is good
    NEW IDEA SUBMITTED

    1. The year over year chart is WRONG It takes a single month’s calculation and extrapolates it across 12 months This does not factor in months where there is more sun production. Long story short the full term savings and the monthly savings and the yearly break down need to coincide. NEW IDEA SUBMITTED

    1. Adding a new loan option default AFTER creating a proposal does not show the new loan option.
       (confirmed bug, will create bug card)

    2. Save button is inconsistent
       Done
       Save
       Floppy disk icon
       No warning when not saving changes
       (legitimate issue, will add as a separate Uservoice issue)
       NEW IDEA SUBMITTED

    3. When editing a drawing and clicking to draw, the right click should cancel adding or removing points instead of having to click “undo” all the way to the right
       NEW IDEA SUBMITTED

    4. “Edit project” and “Open project” are too similar and confusing. Either combine them or make it clearer what… more

    3 votes

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    Under review  ·  0 comments  ·  Others  ·  Delete…  ·  Admin →
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