832 results found
-
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 -
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 -
multiple addresses for branch offices
Need to list multiple addresses for different branch locations in different states
2 votes -
Calculate Incentives using Inverter AC kW Rating
Calculate Incentives using Inverter AC kW Rating
2 votes -
Display the Offset as Actual Production Used / Base Production'.
Display the Offset as Actual Production Used / Base Production'
2 votes -
Import Address List / Export Custom Mailers
I would like to be able to import an address list. CSV is fine. Typical Fields Street, City, State, Zip, Phone, Email. Ideally Solargraf would take those addresses and be able to Auto Design a default layout preference in order South, East, West solar depending on. But I'll settle for creating layout by hand. So Once addresses are imported they fall into a Status of say "imported no layout". I'd like to be able to say draw layouts. If opens the list of items without layout and draw them. Click save and it changes status to say "imported layout drawn"…
2 votes -
Assign a custom Status to each project
Assign a custom Status to each project
2 votes -
Automatic Bill of Material
Automatically generating Bill of Material just from the design and emailing it to suppliers for quotes.
2 votes -
Include the shade analysis graph in proposal.
Include the shade analysis graph in proposal.
2 votes -
Automated Tasks
I would like to see automated task/ event as we go to different stages in the Project timeline. Like a task to follow up 3 days after the proposal has been open by the client.
2 votes -
Page size to Letter instead of A4
The "Create pdf" functionality is great and it's what our office uses for all our proposals, but there is one problem.
The pdfs being created are sized for A4 paper. A4 is the standard paper size for Europe and a large part of the world but in the US we use Letter size paper.
I'm 100% certain it's a simple toggle in whatever tool is being used on your back end to create the pdfs, so this fix should be quite simple. Heck, you may even be able to provide users with the ability to change page size and from…
2 votes -
Neighborhood Solar Directory
Solar Neighbors... is there any way the system will display neighbors in a 20-25 mile radius that have gone solar? to help with a visual of letting the customer know that they are not the only ones thinking about solar.
2 votes
- Don't see your idea?