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Solargraf Features


Solargraf Features

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  1. Need to make some extra costs hidden from sales reps. These extra costs are inputted at the company level for all projects based on our internal costs.

    Need to restrict sales rep access from editing loan options to see dealer fees and any other configuration associated with that specific loan.

    1 vote

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  2. I would like to see a Generac PV link and battery calculator in my SolarGraf account reference project.

    6223 Fringe Sage Ct NE, Albuquerque, NM 87111, USA

    Please see my Alt account at Albert@nmsolarpro.com for example

    See option 1 settings for easy review

    1 vote

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    0 comments  ·  Materials  ·  Admin →
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  3. Editing a pdf proposal and adding in an additional page of print screen of other option, allowing to offer all in one proposal.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  4. When setting up Lead Status', It would be helpful to have the ability to edit the description.

    3 votes

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  5. 1 vote

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    1 comment  ·  Proposal  ·  Admin →
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  6. Add generator button to proposal/permits.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  7. 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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  8. Improve the map search functionalities. There is an address that appears on Apple Maps but Solargraf (and Google Maps) is unable to locate this address.

    2 votes

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  9. Integration with SolarAPP

    1 vote

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  10. Need to show panels on a vertical surface/wall.

    1 vote

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

    1 vote

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  12. 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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    0 comments  ·  Financing  ·  Admin →
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  13. Need a way to customize Utility Bill portion of proposal.

    3 votes

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    0 comments  ·  Proposal  ·  Admin →
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  14. Have the option to disable decimal point on financing options, payments need to match lenders contract and the lender only round up or down. Please enable the option to remove decimal points on loan payments.

    2 votes

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  15. Sunlight Financial is rejecting my clients signed proposals because they do not say "Contract" on the header/footer. It says "Solar Proposal" at the top of each page. Please change it to "Solar Contract" to satisfy Sunlight Financial requirements.

    2 votes

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  16. Need Contract not to say Proposal on it for lender.

    3 votes

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    0 comments  ·  Proposal  ·  Admin →
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  17. Wanting to show 25 production of system.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  18. 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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  19. 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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  20. 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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