845 results found
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Not CRM--proposal customization
Hey Ryan, There are a couple of presentation/proposal features that would be great to have:
1) I would really like to see the cost of doing nothing. If I pay my electric bill for the next 25 years, assuming a 3-4% inflation rate it will cost me X. (lets say $180,000 for example) just to power my home for the next 25 years. That's the cost of doing nothing, the status quo. I think this is an important number to see on a proposal in order to put the numbers in perspective.
2) if my electric bill is 200 dollars…
1 vote -
5 votes
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Support PACE loans
PACE loans are very common, especially in CA. At the moment, we cannot fully support this option and we need to get information from the financing company to do so.
9 votes -
2 votes
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Option for Quote without design
I would like to generate a quote for a client without doing the whole design.
This is better when I am in the field, so i only would have to do a design for the clients who are actually interested and not waste so much of my time.1 vote -
Campaign Management (CRM functionality)
Ability to create marketing campaigns using various tools such as email, texting and autodialling.
1 vote -
Be able to choose $ amount the energy efficiency item will reduce the electric bill by
When adding an energy efficiency item. Have option to select the $ amount the item will reduce the electric bill by.
1 vote -
Purchase materials through Solargraf
Be able to purchase materials for projects through Solargraf
1 vote -
Collect deposits and payments through Solargraf
Be able to collect payments from your customers in Solargraf
2 votes -
Customer Signature(or a warning) requirement on the quote before saving or sending back. to the Project Owner.
On the proposal signature box, there must be a warning that a customer's signature is required before you can save or send the proposal.
2 votes -
Be able to select when a project is a Ground Mount so stamp images are not needed
Images are not needed for ground mount structural stamps, but clients cannot move forward without uploading something in this section. There should be a box they need to select that tells the system it is a ground mount so they can proceed with the order without needing to upload any photos.
2 votes -
1 vote
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0 votes
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Ability to Reorder Lists in Company Settings
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.
0 votes -
Add Adders and Discounts to Open API
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…
0 votes -
EDT enhancements: to get the output file in PDF file type
During the focus group, most users asked for the option to get the output file in PDF file type too
0 votes -
EDT enhancement: to generate the SLD in PDF format
During the Focus group, participants agreed on the Preferred format for the SLD is PDF
0 votes -
EDT enhancements: To integrate the SLD into AutoCAD
During the focus group, participants asked to make the single-line diagrams generated in Solargraf compatible with AutoCAD files.
0 votes -
Allow us to enter property value in proposal
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
0 votes -
0 votes
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