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Solargraf Features


Solargraf Features

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  1. 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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  2. 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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  3. think it would be a good idea to have within a proposal a section where we can see out material and labor costs to the company to make sure that we are hitting our company gross profit margin marker. A cross-reference, our cost vs customer cost.

    1 vote

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  4. I want the contract to autofill the relevant info from the Soalrgraf proposal (example name address , system size etc

    1 vote

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  5. Bypass going to the project page in order to send a quote. Gve the user the option to send email quote without having to click into the project, wait for the preview to load, wait for send to load, and then click send.

    1 vote

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  6. I would like to be able to add pictures to materials in a project

    1 vote

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  7. In the Racks in the materials section of a project. I would like the option to change from Quantity to Complete set so the customer doesn't think they're getting 1 rack.

    1 vote

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    0 comments  ·  Materials  ·  Admin →
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  8. Currently, I have to call in to get changes to a proposal I have ordered. It would be nice if there was a revision button I could utilize on a proposal order when a customer changes their mind. This happens frequently and I have to call in to make changes.

    1 vote

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  9. We would like to use solargraf with Autocad. We have an engineer on our team who will be doing the CAD design for us

    1 vote

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  10. Need to merge projects rather than separate links, all in one quote and different options.

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  11. Add a "Savings" column in the savings section on the web quote.

    1 vote

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  12. When ordering plans, incorporate additional locators for inverter, disconnect, battery, transfer switch. The disconnects are required by code. this will make the creation of the directories much easier for the draftsman. Where do I vote on existing ideas to improve Solargraf?

    1 vote

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  13. ensure that some private rebates are not removed before calculating loan amounts

    1 vote

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  14. E-sign improvement - The Sales Rep should be able to show to the homeowner a page that is not showing all the Settings option and should have a section wherein their clients can sign the quote when presenting it in person. They can't have the homeowner access their emails from the Sales Rep devices.

    1 vote

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    1 comment  ·  Proposal  ·  Admin →
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  15. Only Show Production (for New Build)

    1 vote

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    1 comment  ·  Proposal  ·  Admin →
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  16. Reaching out to request a change in the way solar savings are being calculated on our proposals. Instead of showing savings as old bill minus new bill, we would like to have it calculate by multiplying system production by utility buy rate.

    1 vote

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  17. need the option to calculate Extra Costs based on the Base Price + Other Extra Costs

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    1 comment  ·  Financing  ·  Admin →
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  18. Would like to option to model 3 loan options.
    Example,
    1. 12 months interest only on PV cost.
    2. 10 years P&I on PV cost.
    3. 0 interest 7 years on battery cost.

    1 vote

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  19. Re-arrange the loan terms on the settings page and on the proposal.

    1 vote

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  20. add in a buy-out amount option and indicating the PPA terms are both important features so it would be good to add these ideas. Without them there isnt a good way to propose the sale to the clients i am trying to set up as they are a lot of non profit churches.

    1 vote

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