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Solargraf Features


Solargraf Features

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  1. Per conversation with Mark in tech support:
    Give me an option in extra costs, so I can apply "before financing markup" or "after financing markup" just like incentives.

    At the very least, please do not dump the "financing markups" into the SOLAR cost. The markups should be PER ITEM.
    Currently if we send an estimate for solar only, then later we add another product/cost, the solar cost goes up!! The markup is being dumped into the solar cost rather than the other item. Customers dont like that. It's hard to explain and it's a deal killer.

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  2. On the web quote under the section 'Reasons to go solar', can you take out the purple figure (it's useless and adds no information), and make the blue figure show the Zillow study (https://www.zillow.com/research/solar-panels-house-sell-more-23798/) with a calculation of 4.1%) their home value (requires Zillow API)? If not, take out both, they are just fluff and take up space.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
  3. Remove "Loan Capital (Deducted)" in fields marked "Solar Savings". Including it is incredibly mis-leading to a client (and arguably unethical). In PDF versions of a proposal the "Solar Savings" does not show how the numbers are calculated (as they are when you hover over them in the digital version), so a client has no way of knowing that you're deducting capital costs and considering them "savings".

    You are causing sales people (who probably themselves don't understand how you have come to your "Savings" calculations) to show homeowners WILDLY inaccurate savings figures. Please remove Capital Cost (Deducted) ASAP!

    4 votes

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    Completed  ·  3 comments  ·  Financing  ·  Admin →
  4. Exclude Discounts from Loan Amount

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  5. Allow installers to add in a complex dealer fee (ex: $1000 + 10% markup of base loan amount). Currently we only support either $, % margin, or % markup.

    6 votes

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    1 comment  ·  Financing  ·  Admin →
  6. We desperately need an option that adds a selected loans dealer fee to the price of an adder.

    e.g. If I want to have an adder for a battery that's $15000 then I have to have second adder for the same battery at $20545.13 if my dealer fee is 26.99%. and if I have multiple loan options then I have to have an adder for that one battery at multiple prices. We have 15 battery configurations we offer; our adders list is going to be longer than the great wall of China with it set up like this. That or…

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  7. Quote Cash option vs Loan Option vs Lease option Or quote 3 different cash deals Or 3 different loans in the comparison chart

    4 votes

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    Completed  ·  3 comments  ·  Financing  ·  Admin →
  8. being able to display ROI (return on investment) on the proposals.

    3 votes

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  9. I would like to be able to show the LoanPal Flex Pay option in proposal form. Preferably show the both payments. The Low introductory payment and the max payment with no prepayment. The rep would be responsible to go over the different scenarios of pay back in between. Thank you

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  10. How do I add the Loanpal 2.99% 25 year loan? How do I add a 18 month no payment option with Loanpal proposals? Thanks.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
  11. Reps need to be able to pick and choose the finance option applicable to their customer very quickly and easily in a similar manner to choosing the panel type/options. The admin can easily click a “heart” icon to allow panels to quickly be available as an option or not. The sales rep should be able to quickly click a “heart” based on what financing options they want to show instead of clicking edit and having to uncheck and save the option. This will speed up the proposal process and allow options to updated more efficiently.

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  12. Discounts --would like option to set order of add-ons and discounts

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  13. Simplify the payment factor calculations. Without this, it takes a very long time to find the correct PF to setup Sunlight and ELN loans (particularly for two payment periods).

    Also, increase the number of decimal places for a more accurate loan payment.

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  14. Under loan options, show both estimated payments based upon the payment factors entered in the loan set up to show customers the first "x" months payments, and the monthly payment after the first "x" months if they do not make the ITC payment.

    2 votes

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  15. 1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  16. For the loan option, next to the cash option, the first amount is the monthly payment, client wants a disclaimer right under that says this is including incentive (number affected by incentive)

    1 vote

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

    We now include a disclaimer below the Loan terms to show that the monthly payments are impacted by the applicable incentives.

  17. As they are creating a proposal in front of the client, they need the client not to be able to look at the other lenders such as Loanpal, Mosaic, Greensky and Dividend as these are not loans he offers and it throws off the homeoner

    1 vote

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    0 comments  ·  Financing  ·  Admin →
  18. How the financing integration can be more useful.

    10 votes

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    Completed  ·  4 comments  ·  Financing  ·  Admin →
  19. "We are having a compliance issue with one of our lenders, due to the fact that interest rates on the proposals do not have “APR” showing beside the rates. Is there a way we can add “APR” to the rates that are shown on the quotes"?

    At the moment, we can only display the rate as an interest rate, not an APR rate.

    1 vote

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    Completed  ·  0 comments  ·  Financing  ·  Admin →
  20. Est. Monthly Payment on loan = utility bill + loan payment. If the loan is a split loan, we should include the higher payment in the calculation rather than the lower, as the higher is what customer will pay for the majority of the loan. This will make the est. more realistic.

    4 votes

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    1 comment  ·  Financing  ·  Admin →
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