871 results found
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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 votes -
Notes/Appt/Follow-up Fields for Lead Page
On Leads Page:
1- Add a "Notes" Field
2- Make Appt Field modifiable for Sales Rep
3- Add a "Follow-Up Date" Field
4- Add a "Next Action" Field
5- Disconnect the Calendar and Clock dropdowns from Date/Time fields.Thank you!
sonia@magenta.solar2 votes -
Create custom field in Projects page
I am in need of creating custom fields in the project page for each new project/Lead. How can I make a custom field?
2 votes -
Company stats page to reflect projects from date selected and status
The filter under 'Company Stats' does not take you to the corresponding project list within a selected time range. I need to see a list of how many projects I sent last week. I would think that would be a flaw that would just needed to be fixed. We are basing our company on this software integrations with salesforce and we are not sure Solargraf will do what we need.
2 votes -
View posted Ideas before posting your own on Uservoice
In Support the "Post Idea" button takes you to a box directly to post an idea ... It would be better to upon clicking button to be able to see recent ideas posted first before posting your own .. in case someone has already posted.. also so users can view all recent ideas and vote! -- There is no link in support to see recently posted ideas!
2 votes -
Would like to see revisions be free even after the 6 month time period.
Would like to see revisions be free even after the 6 month time period.
2 votes -
email report
email a monthly report for the day/ week/ month/ year summery of the dashboard items.
2 votes -
Improve the map search functionalities. There is an address that appears on Apple Maps but Solargraf (and Google Maps) is unable to locate t
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 -
Option to disable decimal points on financing Options
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 -
Please put "Contract" in the header/footer for Sunlight Requirements
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 -
Support for bifacial panels
Support for bifacial panels.
2 votes -
have the option on Project Timeline to calculate steps based on % of TOTAL project cost
Currently SG's timeline calculates the % of the timeline based on the project price - any other fixed amounts from the other steps.
The user needs to have the option on the Project Timeline to calculate every % step based on the % of TOTAL project cost without the fixed costs playing a factor.2 votes -
Add an option for default documents (e.g. company presentation) that applies to all proposals
Add an option for standard docs (e.g. company presentation) that are set by default on the company settings and applies to all proposals under the 'Project Files' section of the project page.
2 votes -
Make changes to 'About Us' section retroactive
Make changes to "About Us" in "Quote Customization" applicable to projects created prior to the changes. We are one of your oldest subscribers. We are an Enphase Gold Installer. We have a heavyweight account. Please fix this immediately.
2 votes -
Have more than 1 email template in Company Settings
Have more than one email template which will allow us to more efficiently serve our customers
2 votes -
Customize company utility settings to have different utility options at different project locations
Customize company utility settings to have different utility options at different project locations
2 votes -
Automatically detect Panel Info
Uploading a panel spec sheet should automatically fill out the panel info in Solargraf
2 votes -
Making the 'Detailed Information' Section in 'Manage Sections' More Customizable.
What we would like to have is the bottom part where it shows the payments breakdown, at the top, and the part showing the loan amount at the bottom on the opposite end.
Loan payments, estimated new utility bill and estimated new monthly bill at the top
then below Loan Term, Loan APR and Loan amount on the bottom in that order2 votes -
Pre-fill company signature on signed quotes
The user needs to have the company signature prefilled for all of their quotes, to avoid going back in to sign every quote.
Also to have installer signature appear first in proposal
2 votes -
Project Step or Stage completion notifications
To have notifications for particular stages of the project - Ie: This user gets notified for every project that is signed by a client
or another user only gets notified when a meeting has been booked etc2 votes
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