Proposal version history
Proposal version history:
Currently, when a rep reprices a project in Solargraf, the previous pricing is overwritten with no way to recover it. The customer is requesting the ability to view prior versions of a proposal, so that if pricing changes over time, users can go back and see what was originally quoted.
For example: a client is quoted in February, a new rep takes over and reprices the project in April, and the client asks about the original price. Today there is no way to retrieve that earlier quote. A version history feature would preserve a snapshot of each proposal at the time it was sent or modified, allowing reps to compare pricing across versions and reference what was previously quoted to a homeowner.
2
votes
AdminAna Arriaga
(Admin, Enphase Energy )
shared this idea