845 results found
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Re-arrange loan terms on the proposal
Re-arrange the loan terms on the settings page and on the proposal.
1 vote -
PPA options needed
add in a buy-out amount option and indicating the PPA terms are both important features so it would be good to add these ideas. Without them there isnt a good way to propose the sale to the clients i am trying to set up as they are a lot of non profit churches.
1 vote -
New Webquote Comments
- The calendar in the proposal has been goofy since you updated your software. I have to keep changing the dates in the proposal. Then what shows on the screen doesn't match what is in the pdf. Would like an ETA on when the fix is coming
- How come the pdf is the old version and the screen view is a new version? (The new version seems a little cartoonish)
- I think they should have rolled it out all at once (PDF + Webquote) so there is consistency in what the client sees. Did they do any market research on their…
1 vote -
Import Address List / Export Custom Mailers
I would like to be able to import an address list. CSV is fine. Typical Fields Street, City, State, Zip, Phone, Email. Ideally Solargraf would take those addresses and be able to Auto Design a default layout preference in order South, East, West solar depending on. But I'll settle for creating layout by hand. So Once addresses are imported they fall into a Status of say "imported no layout". I'd like to be able to say draw layouts. If opens the list of items without layout and draw them. Click save and it changes status to say "imported layout drawn"…
2 votes -
Assign a custom Status to each project
Assign a custom Status to each project
2 votes -
Sync Company Description with About Us section
Company description from Company Settings page not being populated into the about us section of quote. The information entered into the company description does not appear anywhere on the quote.
1 vote -
Automatic Bill of Material
Automatically generating Bill of Material just from the design and emailing it to suppliers for quotes.
2 votes -
Separate grid cost
Please separate the monthly grid cost after the solar system is installed.
Do not include it in the loan but still, inform the client about that cost in a different section.1 vote -
Enphase battery diagram
adde a draw app like Draw.io to show the wiring of the enpahse battery with load shed and solar shed so this could me on the final design. i have an example if you need it. brandon@unplugged.soar
1 vote -
Use POINTS and FEES instead of Dealer Fee
Please note that I've been a loan broker for 20 years and have worked with hundreds of lenders. ALL of them use POINTS and FEES to describe and charge for loans. It is unfortunate that SolarGraf doesn't seem to use either. Hopefully there is some workaround with %markup and %margin. Those are new terms to me.
1 vote -
Support YGrene C-PACE Financing
I use YGrene C-PACE financing.
Can Solargraf integrate Ygrene C-PACE financing options.1 vote -
Description Field in additional Costs
I would like to see a field marked description in the Additional Costs such that notes can be left that describe what is included in those costs. Something to help me remember how I came up with that amount.
1 vote -
ROI Presentation Sheet Included In Proposal
Would love to have an ROI sheet with graph
1 vote -
Filter by Project Size
I need to be able to search previous projects by size. For example, can I search and see only projects over , say 100 KW.
1 vote -
Autofill data
Anything we can do to be able auto-fill data would be great. We use excel to enter new customer data. We would love to be able to import the data directly into Solargraf.
Also, the dates are on the proposals are hinkey. They start in April, move to May and then back to April. Is it GiGo on our part?
1 vote -
Upload csv files
Need a way we can upload CSV files from out system directly into Solargraf.
1 vote -
Download All non-signed proposals (CSV file)
In the 'Export csv' button on the project page, there needs to be a download all non signed proposals in the filter options.
1 vote -
Adding on other services to my Solargraf proposal
I would like to offer air conditioning to every customer who receives a PV estimate.
If I could have a section that has boxes the customer can check to add other services to the estimate that would be great.1 vote -
Tesla Tiles (PV vs. non-PV)
The Tesla solar roof consists of PV and non-PV tiles. How do we adjust Tesla solar roof project configuration to take into account tiles that are not photo voltaic? Your software auto populates the max amount of tiles/panels that fit into an array, but not all of the Tesla tiles are PV, and it appears the your software is counting them as PV. We need the ability to visualize the entire Tesla roof (both PV and non-PV tiles) with customers.
1 vote -
Have Green Button data or Utility API in Solargraf
Get Green Button data from utility API
6 votes
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