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Solargraf Features: Proposal

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PDF Pagination and Layout

Update PDF to have the customer information on the top right corner of all pages when saving as a PDF.

When saving Quotes as a PDF, these are the issues:

The payment schedule is split into two different pages and other pages with just a few lines in them.

The project overview page lists panels for each array under the solar proposal right side of the page and again under the array details. It is very redundant to have "Panels LG 350" Listed 3 times there and again under array details. Should only be listed once under the system info and then broken out under array details.

What determines what is part of Material and Specs vs. Additional Materials? I would think Panels, Inverters, Micro-Inverters, Optimizers, Rail, etc, all the stuff required should be under Materials and Specs and any additional materials would be Snow Guard, Charger, Critter Guard, and items that are not necessary. The previous version looked a bit better.

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Jocelyn Neves shared this idea  ·   ·  Report…  ·  Admin →
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  • Joseph Coyle commented  ·   ·  Report

    I want to be able to adjust the format of the proposal when it's downloaded. There is a lot of blank space under the purchase option information when the PDF is downloaded.

  • Jared Durrant commented  ·   ·  Report

    terms and conditions cut off between pages.

  • Jocelyn Neves commented  ·   ·  Report

    When you print a contract out, the Limited workmanship warranty cuts off on the pages that print. It doesn't seem to put in a proper page break at all.

  • Cesar Prieto commented  ·   ·  Report

    Layout of current proposal template is awful. We have the payment schedule split into two different pages and other pages with just a few lines in them.

  • Ben Landau commented  ·   ·  Report

    Too many pages that are not relevant. Furthermore, there are things he would like to include like the spacing, information on the product the client is getting, and a better idea of the cash flow summary.

  • Aaron Reckley commented  ·   ·  Report

    Could definitely use more page layout customization. There's a large amount of space on the bottom half of the Timeline page, but it will still put a single line on a new next page. The materials list could also be combined with the array details. Deciding what prints where on the page would be huge for paper-saving as well as overall presentation.

  • Jim Jacobsen commented  ·   ·  Report

    Optimize the PDF proposal page for 'Project Steps' to remove excessive blank space at the bottom, as it appears that only 5 project steps are shown per page and this usually leaves a lot of blank space at the bottom of the page.

  • Jeff Brown commented  ·   ·  Report

    Currently, it is only possible to display 5 steps per page.
    This limitation divides the timeline at an awkward step and leaves too much blank space for the rest of the page which looks unprofessional/disorganized.

  • Jocelyn Neves commented  ·   ·  Report

    We finally had customer contact information returned to the top right corner of each page on the quotes (saved as pdf) But the address is on one line rather than broken up by street name (enter) then city, state, zip. It would be more pleasing to the eye if the address line was broken up.

  • Anonymous commented  ·   ·  Report

    Combine the 'Purchase' page with the 'Cost & Incentives' page on the PDF to minimize blank spaces.

  • Ron Urban commented  ·   ·  Report

    Do not like the new pdf layout at all.