As an installer, I want to mark a design & project as signed without getting an e-signature
This is useful in California as they sign contracts outside of Solargraf.
With this they will be able to filter in the project list for Signed proposals.
You can now manually mark a proposal as Signed by going to Project → Edit Proposal → Mark as signed.
-
Harry Dohnert
commented
Currently, the Solargraf selected proposal option is not sent through the Docusign integration. Client would like the proposal option selected and signed to be shown in the pulled data through the API.
-
Brandon Garrett
commented
Could we get a way to change a project to reflect signed for customers that prefer to not use email and would rather sign the PDF version of the proposals? This will give our company a more efficient way of calculating our ratio of signed jobs in relation to proposal deliveries.
-
AdminAndy
(Admin, Enphase Energy )
commented
Toggle at Account Owner preferences allowing them to mark the proposal off as "Accepted in person" or "signed outside of Solargraf"
-
Ryan Hurlock
commented
Often we will present multiple options to the homeowner. Each option has a different configuration, including differing sizes of PV Solar and Storage. It is not uncommon for us to present4 or 5 options to the homeowner for consideration.
We need the ability to mark the option that was selected while retaining the other options. There can never be more than one selected option at any given time. In the event that the homeowner changes their mind, we should be able to un-select one option and select another.
We would prefer not to have to delete the options that the homeowner did not select so that we have inquiry access in the event that the homeowner has questions.
If a Proposal has an option that was selected, Solargraf should automatically set focus on that option whenever the Proposal is opened.
-
Charles Dong
commented
In some cases, the customers signed the actual paper proposal and didn't do it by email, need a function that we can mark those proposals as signed so we can manage it easier.