176 results found
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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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New Proposal Template Copying
Client described a request to copy an edited proposal template at the project level to company settings.
Example: Client uses a created template and creates a project but edits proposal slides at the project level. Client would like a functionality to copy the edited project proposal as a template in company settings.
1 vote -
Be able to increase logo on Cover page.
Today, the logo on the front page is too small. Even after the recent update, it is hard for us to distinguish us from the other companies.
3 votes -
Panel layout on Webquote/PDF (Not separated by array)
The user would like for the panel list to not be separated by array as seen in the attached screenshot
3 votes -
Display utility rebates on quote even with TPO is selected
For a utility cash rebate, even in the case of a lease or PPA, the utility pays out to the account holder (homeowner). So for any incentive that is "utility" type, you need to display this on the proposal even when a lease or PPA is selected.
1 vote -
As an installer, I'd like to be able to map proposal templates to certain Provinces
Right now you have to manually pick which template applies to which project.
We'd like to be able to automatically map to provinces (Canada)
1 vote -
Additional Customization Options for Overview section on the proposal
As a user I want the option to customize the Overview section on the proposal. eg: Hiding Payment Details
1 vote -
Show Consumption Offset in System Design
As a user I want the option to customize the System Design section of the proposal, I want the option to show the Consumption Offset
1 vote -
Role permission for re-ordering proposal sections in project
Client would like a permission to able/disable roles to adjust slide order in proposals in project.
1 vote
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