106 results found
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Need to have a basic template for Leads page.
Need to have a basic template for Leads page.
1 vote -
Need to be able to make appt date and follow up actions on Leads section.
Need to be able to make appt date and follow up actions on Leads section.
1 vote -
Add Bank Account Option for Solargraf Account Payment
Allow for bank accounts to be added, not just debit/credit cards. Debit cards have a limit that can be spent in one day and if you have over 5 permit sets to order, you will hit that limit and nothing else will be able to be spent on the card for that 24 hour period which can cause issues if it is a company card.
1 vote -
Option to apply new default Project Timeline to existing projects
the option to modify previous projects when adding a new default project timeline
1 vote -
Company stats page to reflect projects from date selected and status
The filter under 'Company Stats' does not take you to the corresponding project list within a selected time range. I need to see a list of how many projects I sent last week. I would think that would be a flaw that would just needed to be fixed. We are basing our company on this software integrations with salesforce and we are not sure Solargraf will do what we need.
2 votes -
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
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