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Solargraf Features


Solargraf Features

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  1. 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

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  2. Integration with SolarAPP

    1 vote

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

    2 votes

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  5. 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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  6. Need to show panels on a vertical surface/wall.

    1 vote

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

    1 vote

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  8. 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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  9. 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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  10. 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

    8 votes

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  11. Wanting to show 25 production of system.

    1 vote

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

    2 votes

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    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…

    3 votes

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    Under review  ·  0 comments  ·  Others  ·  Admin →
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  13. The option to account for savings for those who Work From Home who claim there home office as a business expense.

    1 vote

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  14. What we would like to have is the bottom part where it shows the payments breakdown, at the top, and the part showing the loan amount at the bottom on the opposite end.

    Loan payments, estimated new utility bill and estimated new monthly bill at the top
    then below Loan Term, Loan APR and Loan amount on the bottom in that order

    2 votes

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    1 comment  ·  Financing  ·  Admin →
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  15. Allow for the ability to add or remove certain columns in the Month-by-Month details on the proposal.

    Our state doesn't have net metering credits so it shows up as 0 causing customer questions.

    1 vote

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  16. Allow option to hide equipment type. With supply chain issues as of late, we could end up changing out the panel type before construction. Most customers don't care what type panel so why introduce a name to them at this point in the sales funnel?

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  17. think it would be a good idea to have within a proposal a section where we can see out material and labor costs to the company to make sure that we are hitting our company gross profit margin marker. A cross-reference, our cost vs customer cost.

    1 vote

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  18. I want the contract to autofill the relevant info from the Soalrgraf proposal (example name address , system size etc

    1 vote

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  19. On a new project, could you please put an option for "Off Grid." All we have to do is check mark that box and it will negate the finance part of designing a system.

    3 votes

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