HTML enabled proposal section for web quote customization
Create a section on the proposal that can be used by the customer for communicating what they want via text, graphics and hyperlinks.
Users can now add up to 3 custom sections to their Solargraf webquote. Each section consists of customizable subsections and content.
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Multiple proposal layouts at the company level, I want to be able to have different templated in different areas. Also a drag and drop to be able to further customize my quote
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Lalit Kumar
commented
In the About Us picture layout allow layout headings or descriptive text
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Hamilton Rufino
commented
The ability to create custom forms that auto populate information directly from the proposal to this custom form.
The same way we are able to create custom Terms & Laws, and input keywords like {{GrossCost}} but for custom forms where we can use keywords like {{Name}}, {{SystemSize}}.
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Garrett Kramer
commented
The user would like the option to:
Add more sections in the About Us section.
Add layout headings or descriptive text -
Jeannette Butts
commented
1. I'd love to edit the emails sent out for when you complete a step in the timeline. Also, it appears sometimes two emails are sent out at once?
2. Be able to create my own sections in proposals - I'd like to add links, pictures, videos etc. This is really important for us!
3. Allow section for customers to see uploaded documents from us and vice versa. Eliminating a lot of our emailed documents back and forth
4. Not being able to go back and edit the picture/background for a project. For example, we wanted to use Solargraf to bid on a job that has 9 units with two different roof types. We needed the ability for the options to have different background pictures.
5. Being able to create multiple timelines (the timeline all depends upon utility program they're in and a few other factors)
6. Taxes! That would be nice to have as a separate line that includes not just the base price of the system, but the additional materials as well
7. We often bid on homes that are new constructions. Sometimes I don't want to enter bills, but an estimated annual kWh usage. Also I'd love to edit WHEN power is used. If a home primarily uses power at night/evening I'd like to denote this. This ties into the fact that graphs can show NO pull from the utility when we've only proposed solar panels and no battery. This is obviously impossible as the home will pull power from grid when solar isn't producing. -
Cole Anderson
commented
Customizable Quote is a huge deal for us. We would like to be able to upload our own pages into the web quote and beable to add background images and graphics to each page.
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Kyle Polujancewicz
commented
I was wondering if there's a way to add a custom notes section on a quote. Like how there is general tab for their info, pricing, materials. This custom notes would appear and allow me to add custom notes about install, materials, financing info. Because not everyone is smart enough to reference solargraph everytime for special criteria.
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[Deleted User]
commented
Clients would like to add more specific company info into the customization. Such as added 'blogs' as to why their company is the best, real install photos their company has completed, website links etc.
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[Deleted User]
commented
Clients sometimes want to add links to websites or videos in the proposal for the client to see.