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Solargraf Features


Solargraf Features

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  1. The verbiage in SG does not work for Goodleap Fastpay Loan. The first payment is the principle-only payment, and the payment in the underwriting is the ITC amount; the numbers reflected are correct

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  2. Please add the option for customer make a down payment if they do not want to finace 100% of the system cost with Mosaic.

    0 votes

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  3. To improve Dividend API integration: Dividend's form is different from Mosiac's, which creates confusion for clients. For example, The section called SALES REP INFORMATION is to be filled in with the email of whoever their relationship representative from Dividend is instead of the company's rep.

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  4. Compute the Dividend loan calculations automatically via an API integration.

    3 votes

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    3 comments  ·  Financing  ·  Admin →
  5. Update the list of current user permissions to include the option to manage access of the financing partner settings.

    1 vote

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  6. Allow us to collapse lenders when they have dozens of loan options.

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  7. As an installer, I need the maring dealer fee to be distributed amongst each line item, otherwise the Solar Base Price is hugely inflated.

    2 votes

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    Completed  ·  1 comment  ·  Financing  ·  Admin →
  8. Can we add to the proposal, a chart option, for showing total annual positive or negative cashflow, for the full financing term, or cash term, with all incentives, including the FTC, if the client keeps it or not, and the solar payments & after solar bill, annualized, for 25 years, besides the cost of not going solar, old bill, annualized for 25 years with increases.

    2 votes

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    0 comments  ·  Financing  ·  Admin →
    Completed  ·  Nardine Hanna responded

    Cashflow is now available in the Savings section as part of the C&I features.

  9. Need a Differential/net credit/debit.

    New utility payment monthly $$
    Loan payment monthly $$
    Differential/net credit/debit = Old utility payment - (new utility payment + loan payment)

    THIS IS CRUCIAL to being able to right size the array. Having this instant feedback will greatly improve the speed and relative ease of figuring out the right amount of panels to quote someone
    Also, we are fully aware the loan terms, efficiency, etc factor into the above savings differential, this feature would just make it a lot easier to calculate
    Actual Proposal PDF
    (legitimate issue, will add as separate UV, savings differential request…

    1 vote

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    0 comments  ·  Financing  ·  Admin →
    Completed  ·  Nardine Hanna responded

    Hi Joe,

    Thank you for your feedback.

    Net Savings can be viewed on the Solargraf Webquote by going to CUSTOMIZE on the top right of the webquote and toggling on 'Show Net Savings'.

    If you still have questions, please reach out to our support team at support@solargraf.com.

    Thank you,

    Nardine Hanna,
    CX Application Specialist, Solargraf Team

  10. 5 votes

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    Completed  ·  2 comments  ·  Financing  ·  Admin →
  11. Support additional paydowns at the end of month 18 for Goodleap loans (in addition to the federal ITC).

    When you only apply the ITC towards the incentive in the loan setup (old UI on SG Classic), both monthly payments (before and after ITC) match Goodleap's calculator. However, when you apply an additional pay down at month 18 (ITC + Illinois SREC Shines) neither of the pre or post paydown monthly payments are correct.

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  12. 3 votes

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  13. Allow installers to define a lump sum $ dealer fee from Company Settings

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  14. To improve UI to model loans in solargraf

    The client finds it difficult to add loans in Solargraf. His team requested several times assistance with modeling Almika's loans. His team received live chat support, direct assistance from the financing team, and the client also took financing orientation with the training team.

    On March 16th, Ryan asked for a refund due to an incorrect dealer fee setup. After completing our internal review ( calls, emails, and live chat communications) it was concluded the error was on the client's side, there was a miscommunication within their staff. Even though the refund was…

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  15. automatic loan configuration

    4 votes

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    Completed  ·  1 comment  ·  Financing  ·  Admin →
  16. Be able to activate multiple SRECS to the same proposal. Stack SRECS

    1 vote

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    0 comments  ·  Financing  ·  Admin →
  17. Currently, the user is only able to set one incentive/SREC per proposal, so one incentive settings for all of the options created.

    The user would like to be able to add different Incentives and SRECS to different proposal options.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
  18. Cash Discount-- New changes--that limit only 1 loan option on web quote

    We already have a cash discount ...but we like to offer customers several loan options for instance some customers want lowest payment usually a 25 yrs term while others willing to pay more per month to pay off quickly .. while I have noted we could save pdfs of other loan options this will make it more difficult to compare loan options side by side .. they likely will then start printing out pdf's get pages mixed up .. --because there are also equipment package options as well…

    5 votes

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    Completed  ·  4 comments  ·  Financing  ·  Admin →
  19. I want the ability to have multiple financing options as well t he cash option and customers average bill on the same report. preferably on the same page.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
  20. I need another Financier added to the lease drop down menu. Swell Energy. Either add it or allow for a write in option.
    Also need to be able to add an escalator to the lease payments over 20 & 25 years.
    Dennis Cox - Planet Solar

    5 votes

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    Completed  ·  2 comments  ·  Financing  ·  Admin →
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