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Solargraf Features


Solargraf Features

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  1. Project and Docusign placeholder placement to be retained for future application on new contracts to reduce repetitive task.

    1 vote

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  2. To customize Solargraf based on regional needs. (Region management tool)
    - Regional system size limitations
    - Default utility section based on Area, not the state
    - Jurisdictions

    1 vote

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  3. Under the financing section of the proposal there is a line that reads "Old Utility Bill" then gives an amount. This amount should not represent 'past' utility bills and should represent and an average monthly utility cost for the next 12 months if the consumer does not get solar. Of course that amount should include the inflation rate to be most accurate. That may already be how that amount is calculated; if so, then the amount should just be described differently.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  4. When changing the project price on the project level, it does update on the webquote immediately, it takes several seconds, unless you change the financing option ( that is the only way it happens immediately). The client asked if there is a way to sort a thinking circle that shows the system is recalculating the information on the proposal. This would help them a lot when pitching clients.

    1 vote

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  5. 1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  6. 1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  7. Simpliphi battery size is wrong in your tool. Should be 3.8 kWh per battery (only shows "3" in Battery Pricing and on customer-facing proposal.

    1 vote

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  8. Create a button to open a support chat when you're inside a project. It would be much more convenient if we didn't have to exit a project in order to get support on it.

    1 vote

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  9. 1 vote

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  10. As a user I want the ability to see which trees and branches impact the shading on panels

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. I am no longer using the direct send from solargraf to send quotes to clients and instead am copying the link and sending the quote via my own sales email but the only problem is I no longer get the same tracking data. Can it also track these external opens?

    1 vote

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    0 comments  ·  Others  ·  Admin →
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  14. system size on cover page for single proposal option.

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    0 comments  ·  Proposal  ·  Admin →
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  15. Add PGE employee discount in so we can make the $$ match the kwhr

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  16. We would like to see customer invoicing as a part of this tool. Thank you.

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    0 comments  ·  Others  ·  Admin →
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  17. Request to add commercial incentive: Federal investment and production tax credits for businesses, nonprofits, and other entities that own solar facilities, including both photovoltaic (PV and concentrating solar-thermal power (CSP) energy generation technologies.

    I am attaching the incentive description.

    1 vote

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    0 comments  ·  Incentives  ·  Admin →
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  18. There should be 24 hour or service help for EST customers as I am currently trying to build a system and once again there is a bug in the software to where I am unable to move on to the next step after having found the home for an address that your software put way out of the way.

    1 vote

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    0 comments  ·  Others  ·  Admin →
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  19. If the project ppw is adjusted to a custom ppw, it should not revert back to the default ppw when adders and discounts are changed. it would also be nice if there was a way to save the history of what pricing has been shown and how it has changed

    1 vote

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  20. 1 vote

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    0 comments  ·  Financing  ·  Admin →
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