845 results found
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1 vote
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Allow other roles to edit Roles and Permissions
Requiring only the account owner to be able to update permission roles is very limiting. In order for more than one person to be able to change permissions, we’d need more than one Admin? Why not have the Admin allow other roles to have this capability?
1 vote -
Manage Signatures Using User Roles
The Manage Signatures has been a problem. I now know that any proposal that has already been sent out before the release needs to be configured for the correct signature and resent. If the customer signed before the release, we need to manage sigs on the quote and resend. The issue now is if I set up the installer sigs to be the project owner, what happens if the customer signs and the installer is not available? What if they are on vacation for a month? For us to sign we need to change the installer assignment and resend. It…
1 vote -
Average Utility Bill should be based on entire project lifetime, not just first year
We are noticing that the estimated new utility bill is only based on year 1 billings which is essentially higher than what we would like to show in the grand scheme of things so I hope you guys can consider making a way to extend the time table for this average billing so we can base it on the length of the loan or the length of the savings we are trying to base everything else on (30yrs). This would help greatly and reduce the need to explain the difference between what the proposal is showing and what the utility…
1 vote -
API integration with Almika (Lender)
To do Homeowner credit prequalification and send all required loan documents directly from the Solargraf portal.
1 vote -
Edit project in downloaded proposals
A client wants the downloaded proposals to be editable so that they can retain the original design elements while editing text content, preferably in MS PowerPoint.
"Hello,
Could you please let us know how we could download proposal templates from Solar Graf?
We'd like to download editable forms of the templates which allow us to retain the original design elements while editing text content, preferably in PowerPoint format.
This is for our account under partners@sunlabs.uspartners@sunlabs.us.
Thank you,
Charlotte Mao
SunLabs.us"1 vote -
Private discount items
Private discounts
1 vote -
Pricing grand total
I'd like to see a grand total of pricing listed under the pricing tab under 'Manage Project'. The only way of currently reviewing the total price is to look at 'preview quote' or to download the proposal.
3 votes -
More customizable proposal sections
Add the ability to "drag & drop" proposal sections, possibly resize them, and toggle on/off different values within sections. An example of this would be in the "Energy Usage" section. Being able to default view the monthly graph and toggle the different consumption/production/utility values on/off. Another option could be to show utility above production and the sum of the two equaling consumption.
4 votes -
Create your own incentives in Canada
The user needs to be able to add their own incentives for Canada on a company level
1 vote -
1 vote
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Manually changing statuses
I would like to be able to change the 'signed', 'seen', 'sent' statuses manually. We don't typically use the quote feature for customers, they sign our contract.
2 votes -
1 vote
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1 vote
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1 vote
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2 votes
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Option to update the inverters from the permits order form when using multi-panel inverters
Option to update the inverters from the order form when using multi-panel inverters, IQ8D Is able to support more than 1 panel.
1 vote -
The underwriting displayed on the financing section of the proposal shall show all the incentives selected in the " Select Applicable Incent
When selecting multiple loans setup, the underwriting that displays the monthly payment when the ITC is not applied only includes the Residential Renewable Energy Tax Credit (ITC) 30% ( even if the client selects an additional incentive). All the incentives selected in the " Select Applicable Incentives" section of the loan modeling feature don't show up.
1 vote -
1 vote
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1 vote
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