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Solargraf Features: Company Settings

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CA Consumer Protection Guide

We really need the CA Consumer Protection Guide added to the quote. Its a real hassle not to have all the needed signed docs in one spot.

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Timothy Dominguez shared this idea  ·   ·  Report…  ·  Admin →
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  • Ryan Mckovich commented  ·   ·  Report

    Generating contracts. We are interested in having contracts auto generated based on the solargraf proposal selected by the customer. So the customer can sign through the proposal. Is this something Solargraf can have done.

  • Ryan Mckovich commented  ·   ·  Report

    I would love to be able to upload a blank contract and California Solar Protection Guide into our proposal software! So a customer can close directly onto the proposal that has already been created. Right now we are having to do double the work by drafting up a Solargraf proposal and then when a customer wants to move forward we have to then draft up Solar Agreements on our blank contracts and also send out the California Solar Protection Guide with all the same names and numbers that are already in the proposal..........
    Keep in mind we will need a copy of a "signature summary/Signature Evidence summary" of the electronic signature from the customer........ This is required for documentation when submitting for NEM/ PTO.