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Solargraf Features


Solargraf Features

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  1. Example: In Company Settings > Company Info > Document Templates, items are listed in the order they were created. The order can only be adjusted by deleting items from the list and re-adding them in the desired sequence.

    There should be the ability to reorder lists in areas of Company Settings that allow for new items to be added, such as by dragging items to a specific place or adding a mechanism to shift items up and down in the arrangement.

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  2. As I understand, our team usually goes into a SolarGraf project and in "Pricing" they'll use the "Extra Costs" section to add any extra costs or the "Discounts" section to add any discounts. In the "Extra Costs" section, it is not uncommon for us to add stuff like, "LED", "Therm", "Critter Guards", "Electric Vehicle Charger", etc. We would prefer to enter those only once in SolarGraf and be able to pipe those same items from SolarGraf back into our Hubspot and subsequently our Netsuite from Hubspot. This information is helpful to us because when we're fulfilling the customer's order. It…

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  3. During the focus group, most users asked for the option to get the output file in PDF file type too

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  4. During the Focus group, participants agreed on the Preferred format for the SLD is PDF

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  5. During the focus group, participants asked to make the single-line diagrams generated in Solargraf compatible with AutoCAD files.

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  6. Glen would like to be able to add property value as a large selling point for them is increase to property value with Solar added.

    They have attached how they utilize this analysis in a spreadsheet

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  7. 0 votes

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    0 comments  ·  Proposal  ·  Admin →
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  8. In the "Usage Breakdown section is there a way to have just the monthly totals in the graph and not hourly? currently none of the Utility providers in our region have varying rates throughout the day so the hourly graph seems to just confuse people more ….Or are we missing something in the design & Quote that woudl want us to have that hourly showing?

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  9. Make the Chat window so it can be moved to other locations on the screen. It often blocks section you may need to look at during a Chat.

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  10. Hey, I'd like to add video imagery to the web proposal hero image. Could be a GIF.

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  11. Some SRECs are calculated per kW installed

    Currently this option is only available for incentives not marked as a SREC

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    0 comments  ·  Incentives  ·  Admin →
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  12. would like to remove the inverter from the contract. It's good to use to model it, but it's often selected by a salesman who doesn't have the design experience that our designer has. So when changes happen the change order process is a huge headache both for us (your customer) and for our customers

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