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Solargraf Features: Company Settings

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Retro apply company Settings, except on signed projects

Allow all sections of the company Settings page to be applied retroactively on existing projects.

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ryan.urbano shared this idea  ·   ·  Report…  ·  Admin →
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  • Eddie Alarcon commented  ·   ·  Report

    There should be a button to apply new financial products to existing proposals. Sometimes finance partners come up with new products that can make a difference. Having to enter the same new product several times for existing proposals seems inefficient.

  • Andrew Curtis commented  ·   ·  Report

    Financial Options added to Company Settings should be applied retroactively to projects that have not yet been signed

  • Matt Estes commented  ·   ·  Report

    when we add a new loan, it should appear available in all projects, not just new ones

  • AdminAna Arriaga (Admin, Enphase Energy ) commented  ·   ·  Report

    Changes made to the quote customization and financing settings among others are not retroactive. The user would like to be able to edit all projects at once, not just future projects.

  • David Higgins commented  ·   ·  Report

    Ability to update the settings fo the account, and have those changes reflect on proposals that have already been created without having to create a new proposal, or manually adding in the information that was added to the settings.

  • AdminAna Arriaga (Admin, Enphase Energy ) commented  ·   ·  Report

    Ability to edit past projects with changes that usually only reflect on future projects to avoid manual work of editing past projects accordingly