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Solargraf Features: 3rd Party Integrations

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Integration with Docusign so homeowners can electronically sign T&Cs and additional PDFs and Signature boxes

A lot of our clients upload PDF documents to projects and to their financial settings. They need their customers to sign these additional documents through Solargraf once the project is sent.

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  • Stefan Booy commented  ·   ·  Report

    In Arkansas there are additional documents to sign as part of doing solar there. Would like to see the option of adding sections to the PDF and Web-quote in Solargraf and have integration with Docu-sign

  • Javier Villegas commented  ·   ·  Report

    The user needs a native e-signature option on Solargraf. (An integration like DocuSign.)

  • Jared Barclay commented  ·   ·  Report

    Please add an additional customer box on the general information page, and an additional signature box for agreements that have a dual applicant Our banks need 2 signatures if two customers are on the same loan. we cant fit 2 signatures on the current 1 box provided.

  • Shane Eslahi commented  ·   ·  Report

    Docusign Integration Desperately needed. We currently use a portion of our sales agreement to let the sales rep type in specifics about each job and the liabilitys to be covered by each entity. For example, if the homeowner is agreeimg to pay for tree trimming or if we wil l be covering it. as well as energy efficiencies to be included or not be included. Currently we have to take way to many steps to get the job done.

  • Jeremy Kanning commented  ·   ·  Report

    Need an area added to allow for more than one signature from the Home Owner for terms on an installation contract.

  • Skyler Ormsbee commented  ·   ·  Report

    E-docusign feature with respect to the state requirements.

  • Isaac Chung commented  ·   ·  Report

    E-docu sign feature. I want Solargraf to be a 1-stop shop for all my needs.

  • Tanner Davies commented  ·   ·  Report

    Wants to have a co-signee on the web quote. So we can increase the close rate of our sales.

  • Allen Swearingen commented  ·   ·  Report

    The state of Arkansas has required a specific T&C's, they're not very sales friendly but the contract wont hold up on a court of law if they don't adhere to them. They are requesting a customizable format such as DocuSign with two signatures for the client. I read that it will take some time for DocuSign to be implemented, but is there anything we can do about the two signature box? Allen requested to be beta testers if we are thinking of implementing it

  • Pankaj Desai commented  ·   ·  Report

    Sometimes customers ask to give additional amendments to the proposal. We are not able to add additional documents when we download the proposal Pdf. We would like to add an additional documents to the proposal.

  • AdminMaxime Fafard (Admin, Enphase Energy ) commented  ·   ·  Report

    A lot of our clients upload documents to their account and proposals, but at the moment, there is no way for their clients to sign them electronically. They have to print them or open a different software that allows them to E-sign.