184 results found
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As an installer I would like to be able to generate a "Solar Energy System Supporting Information" form from within Solargraf to include wit
As an installer, I would like to generate required “Solar Energy System Supporting Information” forms directly in Solargraf.
This would allow system details to be automatically populated and included with contract documents, reducing manual data entry and errors.1 vote -
1 vote
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As an installer I would like to include more information in PDF proposal. The additional information pop up windows for the live proposal mo
As an installer, I would like the PDF proposal to include the same detailed information that is available in the web quote.
Currently, the web quote displays additional details in the monthly breakdown (via pop-up views) that are not included in the PDF version. Including this information—such as production exported—would ensure consistency between the web and PDF proposals and reduce the need for follow-up explanations or manual documentation.
1 vote -
Automatically send signed proposal PDF to homeowner upon signature of webquote
As an installer, I would like a copy of the signed proposal PDF to be automatically downloaded and emailed to the homeowner once they sign.
This would ensure homeowners receive their signed documents immediately and reduce the need for manual follow-up or re-sending files.1 vote -
Ability to rearrange incentives, gross price and total price on PDF proposal
. Client requested Gross Price be moved to the top line for better readability and flow, followed by incentives, then final cost.
example:
Gross Price: $58,000
Residential Renewable Energy Tax Credit - 30%: -$17,400
Cost After rebates and incentives: $40,600Attached an image on how the PDF proposal currently shows the order.
1 vote -
1 vote
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Allow PDF compression for proposal downloads
Installers would like the ability to compress the PDF file size when downloading proposal documents.
New proposal PDFs are larger than classic templates, which can make it difficult to send proposals in bulk or meet email size limits.
1 vote -
Add EV charging–only project type for proposals
Installers would like the ability to create EV charging–only project types when generating proposals.
This would support projects that do not include solar or battery systems and avoid workarounds when proposing EV charger installations.
1 vote -
1 vote
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As an installer I would like instructions to press enter after typing CC email addresses to be clearly explained when sending proposals
As an installer I would like instructions to press enter after typing CC email addresses to be clearly explained when sending proposals
1 vote -
Redundant labels
Redundant labels
Including “Option 1” and “Buy Option” in the proposal content is unnecessary, as this information is already clearly presented in the navigation bar. Removing these labels from the body would streamline the layout.1 vote -
As an installer, I want the Graph on payments to stop after the project term vs drop down
Right now, once the project term is finished, we see a steep dive on the graph. This is confusing the Homeowner.
Once the term has finished the graph should just stop
1 vote -
Add a calendar link to new proposal template to book meetings
Add a button within the new proposal template that allows homeowners to book a meeting with the installer via Calendly or their desired meeting platform.
1 vote -
Manually Arrange the Order of Materials on Proposal
Allowing the order of materials to be manually arranged and have the order reflected in how it's displayed on the proposal.
1 vote -
New Proposal PDF Cover Page to Include More Customer Info
Current behavior:
- PDF includes project address on cover pageClient request:
- Client requesting PDF cover page include customer name, address, phone number and email.2 votes -
As an installer I want to edit the titles of the columns in the Performance Analysis section
As an installer I want to edit the titles of the columns in the Performance Analysis section
1 vote -
As an installer, I want the verbiage "Extra costs" removed from the item line of Cost section when using adders
It's obvious that the cost is extra. There's no need for a line item every time!
1 vote -
Ability to create proposal templates on old proposal
Client requested ability to create proposal templates for old proposal UI similar to new proposal. Client prefers old proposal look, but wants to have residential and commercial templates rather than adjusting proposal project by project.
1 vote -
Newest option should be on the top and not the bottom in webquote drop-down
As an installer, I want to see the newest option first, vs last on the dropdown
1 vote -
1 vote
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