184 results found
-
1 vote
-
Preliminary proposal option
Client suggested that a preliminary proposal to be sent to client in the design process for array positioning approval from the customer.
Basically, during the solar design process, client would like to have a mini-proposal of the array positioning and design sent to their customer to approve array positioning and design creating a more solid commitment from the customer.
Could include simple screenshots of different rooftop images with different array positioning.
1 vote -
Ability to manually turn off a set quote expiration date
Client requested the ability to manually turn off a previously set quote expiration date before set date arrives.
1 vote -
As an installer, I want to be able to use different fonts when using Custom Proposal
Specifically:
-Roboto
-Open Sans1 vote -
Default Terms & Conditions on basis of proposal template used
This user wants to create various proposal templates, and then various terms & conditions templates, and then pick which T&Cs template should be used by default whenever a specific proposal template is used. The ask is primarily for roofing-only proposals, but is applicable to any proposal
1 vote -
Ability to rename Label on Proposal from "System Cost to System Price"
Allow customization of pricing breakdown labels within proposals, including the ability to rename terms such as system cost to system price
1 vote -
One-click path from proposal to final contract
Add a one-click path from the proposal to the final contract so customers can review the complete contract terms before accepting the proposal
1 vote -
1 vote
-
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…
2 votes -
As an installer, I want a seperate downloadable report that shows annual production
In the same way shade reports are downloaded. We are looking for a simple one page that has monthly breakdown of production in a tabled, easy-to-view document for the HO. Not included within the proposal
1 vote -
Show Nameplate Capacity on Proposal for EG4 All Weather Battery
As an installer, I want to show Nameplate capacity on the proposal for the EG4 All Weather Battery
2 votes -
As an installer I would like to be able to remove the recap section from the end of the PDF copy of my proposals
As an installer I would like to be able to remove the recap section from the end of the PDF copy of my proposals
1 vote -
Show detailed New Utility Bill info on Monthly Breakdown for Commercial Projects, like it does for Residential Projects
Show the New Utility Bill breakdown on Commercial Proposals like it does on Residential ones.
1 vote -
Add signature trail / verification for web proposal signatures
PG&E is requiring some form of signature verification or audit trail. Currently, they are sending separate DocuSign contracts because DocuSign provides a detailed signature certificate / audit trail.
They are asking if Solargraf can provide similar documentation (e.g., timestamp, IP address, signature certificate, or downloadable audit record) to validate customer signatures for compliance purposes.
Without a signature verification trail, users may need to rely on third-party tools like DocuSign to meet utility requirements, creating additional steps in their workflow.
2 votes -
1 vote
-
Ability to remove PPA discount line text on proposal
Client would like the ability to hide the text "PE Prepaid PPA Discount" line on the cost section of the proposal.
1 vote -
Display the importable financial options within the "edit proposal" screen
Instead of having to go into the "financial options" menu on the overview page of the project to import products, client would like there to be a drop down within the "edit proposal" menu that displays the financial options available and products that can be imported. Says that reps regularly forget that they first need to import them via the financial options menu. They go straight to the "edit proposal" button.
1 vote -
Ability to "Hide" or make "Private" a Discount from the proposal
I want the ability to hide a PPA discount in the same way we can hide extra costs as a line item. This is due to PPA lender Participate energy needing it hidden from the proposal.
1 vote -
Remove Cents from proposal
Make a toggle on the proposal template to remove cents from the proposal.
For example:
Monthly savings: $127.34 to just Monthly savings: $127
1 vote -
As an installer I would like to be able to convert a project or design option from System Expansion to New system from within a project with
As an installer, I would like to be able to convert a design option from System expansion back to New system.
Currently, an option can be changed from New system → System expansion, but this change is one-way. Once an option is set as a System expansion, it cannot be converted back to New system from within the project.
Allowing bidirectional conversion would reduce rework and confusion.
1 vote
- Don't see your idea?