871 results found
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2 votes
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Sales manager role
This user wants to identify a specific user who is the sales manager, and identify other users - typically salespeople - who report into this manager
The sales manager will only see users that report to them, and only see projects owned by users who report to them
Only an account owner (or parent admin) can define which users report into which manager
2 votes -
Hidden extra cost adders not reflected in visible proposal line items
When extra cost adders are set to "Public without cost showing" or "Private," their values are included in the Total System Cost but not reflected in any visible line item on the proposal, causing the line items to not add up to the total. This is particularly problematic for adders calculated as "% of storage price," which are not absorbed into the Battery Cost or any other visible line, unlike other adder types (such as $, $/watt, or % of solar cost) that correctly roll into the Solar Cost line. The expected behavior is that hidden "% of storage price"…
2 votes -
Proposal version history
Proposal version history:
Currently, when a rep reprices a project in Solargraf, the previous pricing is overwritten with no way to recover it. The customer is requesting the ability to view prior versions of a proposal, so that if pricing changes over time, users can go back and see what was originally quoted.For example: a client is quoted in February, a new rep takes over and reprices the project in April, and the client asks about the original price. Today there is no way to retrieve that earlier quote. A version history feature would preserve a snapshot of each…
2 votes -
Show Nameplate Capacity on Proposal for EG4 All Weather Battery
As an installer, I want to show Nameplate capacity on the proposal for the EG4 All Weather Battery
2 votes -
Additional information show in comparison chart for Propel financing.
As a user I want to to see more metrics for Propel in the comparison chart.
2 votes -
Add signature trail / verification for web proposal signatures
PG&E is requiring some form of signature verification or audit trail. Currently, they are sending separate DocuSign contracts because DocuSign provides a detailed signature certificate / audit trail.
They are asking if Solargraf can provide similar documentation (e.g., timestamp, IP address, signature certificate, or downloadable audit record) to validate customer signatures for compliance purposes.
Without a signature verification trail, users may need to rely on third-party tools like DocuSign to meet utility requirements, creating additional steps in their workflow.
2 votes -
2 votes
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Make cash vs financing toggle more visible in proposals
Homeowners often aren’t aware that multiple financing options are available in the proposal. Making the cash vs financing toggle more visible, especially within the payment or detailed proposal section, would help customers better understand their options and reduce confusion around pricing and payments
2 votesThis idea had been previously closed, I reopened upon examination that this feature hasn't been implemented.
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Add an “Approve for stamps” button to the Permit Order page
Add an “Approve for stamps” button to the Permit Order page.
Currently, users must submit a revision and leave a note, which creates extra steps and confusion, particularly for new users.2 votes -
Allow us to complete the "Render 3D" steps manually. This seems like the old Wizard which never worked great.
Allow manual step-by-step 3D roof modeling alongside automated rendering.
In the previous design flow, users could either use the Wizard or complete each modeling step manually. Some users preferred the manual approach and did not rely on the Wizard.
Because the user associates Render 3D with the old Wizard experience, they feel they’ve lost control and now have to spend more time correcting automated results.2 votes -
Enable customization of the shade report layout for LightReach projects
As an installer, I would like the ability to customize the shade report layout for LightReach projects.
The current shade report is primarily a technical loss report (TOF, SAV, TSRF percentages) and offers limited flexibility. Installers report that this format does not always support LightReach documentation or customer-facing needs, and additional layout control would help them present shading impact more clearly.2 votes -
Automatically carry forward existing system production data for system expansions
When adding a system expansion, the existing system’s solar production data should automatically be included in the usage information.
Currently, installers must manually go back and re-enter this data. Automatically carrying it forward would improve accuracy, reduce manual work, and prevent errors when modeling expansions.
2 votes -
As an installer, I want the PW3 battery to be added automatically when this inverter is used
When he adds the PW3 inverter in solar design, he feels it’s redundant to have to separately add the PW3 battery under battery design.
2 votes -
Make it easier to snap portrait panels to landscape
This user wants it to be easier to snap portrait panels to landscape panels, and vice versa
2 votes -
Add latest keyboard shortcuts to "old" design experience
This user likes the fact that all tools display on the screen at all times in the "old" design experience, but likes the expanded keyboard shortcuts seen in the "new" design experience
2 votes -
Persist panel placement method selection
This user wants their choice between "auto" and "manual" panel placement method to persist until they change it
Today, as soon as the menu is closed, and re-opened, "Auto" is pre-selected
2 votes -
New Proposal PDF Cover Page to Include More Customer Info
Current behavior:
- PDF includes project address on cover pageClient request:
- Client requesting PDF cover page include customer name, address, phone number and email.2 votes -
Multiple Inflation Rates Modeling Capabilities on Proposal
Utility, Florida Power & Light, adjusts utility rate based on previous year hurricane activity. Client requested ability to have multiple utility rates modeled in the proposal to account for these rate changes.
2 votes -
As an installer, I want to see if a project has a signed document at a glance
User doesn't want to have to click around too much from the project overview to see which documents have been imported, sent or signed. They want this data front and center on the project overview.
2 votes
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