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Solargraf Features: Proposal

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Automatic Proposal Expiration

Option to set up automatic proposalThere should be a way to set it up where quotes automatically expire after a specified period of time from creation. This way client's cant e-sign a quote that has been in their inbox for months while material prices increase.

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Cody Wilson shared this idea  ·   ·  Report…  ·  Admin →
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  • Michael Jenkins commented  ·   ·  Report

    Can we get a button or a permanent feature of some kind where on the proposals it states that the proposal is only good for X days?

  • AdminLinda Liu (Admin, Enphase Energy ) commented  ·   ·  Report

    Client wants to set a time limit on how much time the homeowner has to sign a proposal contract, before it becomes invalid. I told the client that I believe this will come with the Docusign integration, since Docusign has this feature.

  • Christopher Hayden commented  ·   ·  Report

    Option to set an expiration date on proposals that have been sent out.