832 results found
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E-sign improvement
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 -
Display only the production
Only Show Production (for New Build)
1 vote -
Grid connection type under Utility Settings
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 -
Customize Extra Costs
need the option to calculate Extra Costs based on the Base Price + Other Extra Costs
1 vote -
Loans
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 -
Re-arrange loan terms on the proposal
Re-arrange the loan terms on the settings page and on the proposal.
1 vote -
PPA options needed
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 -
Sync Company Description with About Us section
Company description from Company Settings page not being populated into the about us section of quote. The information entered into the company description does not appear anywhere on the quote.
1 vote -
Separate grid cost
Please separate the monthly grid cost after the solar system is installed.
Do not include it in the loan but still, inform the client about that cost in a different section.1 vote -
Enphase battery diagram
adde a draw app like Draw.io to show the wiring of the enpahse battery with load shed and solar shed so this could me on the final design. i have an example if you need it. brandon@unplugged.soar
1 vote -
Use POINTS and FEES instead of Dealer Fee
Please note that I've been a loan broker for 20 years and have worked with hundreds of lenders. ALL of them use POINTS and FEES to describe and charge for loans. It is unfortunate that SolarGraf doesn't seem to use either. Hopefully there is some workaround with %markup and %margin. Those are new terms to me.
1 vote -
Support YGrene C-PACE Financing
I use YGrene C-PACE financing.
Can Solargraf integrate Ygrene C-PACE financing options.1 vote -
Description Field in additional Costs
I would like to see a field marked description in the Additional Costs such that notes can be left that describe what is included in those costs. Something to help me remember how I came up with that amount.
1 vote -
ROI Presentation Sheet Included In Proposal
Would love to have an ROI sheet with graph
1 vote -
Filter by Project Size
I need to be able to search previous projects by size. For example, can I search and see only projects over , say 100 KW.
1 vote -
Autofill data
Anything we can do to be able auto-fill data would be great. We use excel to enter new customer data. We would love to be able to import the data directly into Solargraf.
Also, the dates are on the proposals are hinkey. They start in April, move to May and then back to April. Is it GiGo on our part?
1 vote -
New Webquote Comments
- The calendar in the proposal has been goofy since you updated your software. I have to keep changing the dates in the proposal. Then what shows on the screen doesn't match what is in the pdf. Would like an ETA on when the fix is coming
- How come the pdf is the old version and the screen view is a new version? (The new version seems a little cartoonish)
- I think they should have rolled it out all at once (PDF + Webquote) so there is consistency in what the client sees. Did they do any market research on their…
1 vote -
Upload csv files
Need a way we can upload CSV files from out system directly into Solargraf.
1 vote -
Download All non-signed proposals (CSV file)
In the 'Export csv' button on the project page, there needs to be a download all non signed proposals in the filter options.
1 vote -
Adding on other services to my Solargraf proposal
I would like to offer air conditioning to every customer who receives a PV estimate.
If I could have a section that has boxes the customer can check to add other services to the estimate that would be great.1 vote
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