101 results found
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Have a setting to block the creation of duplicate addresses in Solargraf instead of only showing a warning about them.
Have a setting to block the creation of duplicate addresses in Solargraf instead of only showing a warning about them. The account owner needs to control this so sales reps do not create competing proposals within the same company (which they are currently doing and would not stop).
1 vote -
Livechat box blocks the entire left side of my screen
How I am supposed to get good customer service when the chat box blocks the entire left side of my screen.
1 vote -
Hiding Extra Costs at all levels and restrict loan option edit
Need to make some extra costs hidden from sales reps. These extra costs are inputted at the company level for all projects based on our internal costs.
Need to restrict sales rep access from editing loan options to see dealer fees and any other configuration associated with that specific loan.
1 vote -
Edit Lead Status
When setting up Lead Status', It would be helpful to have the ability to edit the description.
3 votes -
Need mandatory password reset for our employees after X amount of days.
Need mandatory password reset for our employees after X amount of days.
1 vote -
have the option on Project Timeline to calculate steps based on % of TOTAL project cost
Currently SG's timeline calculates the % of the timeline based on the project price - any other fixed amounts from the other steps.
The user needs to have the option on the Project Timeline to calculate every % step based on the % of TOTAL project cost without the fixed costs playing a factor.2 votes -
Send proposals straight from search page
Bypass going to the project page in order to send a quote. Gve the user the option to send email quote without having to click into the project, wait for the preview to load, wait for send to load, and then click send.
1 vote -
Add an option for default documents (e.g. company presentation) that applies to all proposals
Add an option for standard docs (e.g. company presentation) that are set by default on the company settings and applies to all proposals under the 'Project Files' section of the project page.
2 votes -
Make changes to 'About Us' section retroactive
Make changes to "About Us" in "Quote Customization" applicable to projects created prior to the changes. We are one of your oldest subscribers. We are an Enphase Gold Installer. We have a heavyweight account. Please fix this immediately.
2 votes -
Have more than 1 email template in Company Settings
Have more than one email template which will allow us to more efficiently serve our customers
2 votes -
Make Chat option easier to find
Please make your CHAT WITH US feature easier to find.
Most other companies already have a easy link that pops up on the page once I pull up their product page. (Would you like to Chat with Us?)
It would seem to me as a tech company, this should have been done long before me having to ask for this.
Please catch up to other companies on this!
3 votes -
Re-arrange loan terms on the proposal
Re-arrange the loan terms on the settings page and on the proposal.
1 vote -
Project Step or Stage completion notifications
To have notifications for particular stages of the project - Ie: This user gets notified for every project that is signed by a client
or another user only gets notified when a meeting has been booked etc2 votes -
multiple addresses for branch offices
Need to list multiple addresses for different branch locations in different states
2 votes -
Calculate Incentives using Inverter AC kW Rating
Calculate Incentives using Inverter AC kW Rating
2 votes -
Filter by Project Size
I need to be able to search previous projects by size. For example, can I search and see only projects over , say 100 KW.
1 vote -
Upload csv files
Need a way we can upload CSV files from out system directly into Solargraf.
1 vote -
Download All non-signed proposals (CSV file)
In the 'Export csv' button on the project page, there needs to be a download all non signed proposals in the filter options.
1 vote -
Show company description in proposal
There is a section for the company description in Settings but this info does not transfer to the quote. Clients want the description to show in their proposals so that their clients can see the info.
1 vote -
2 votes
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