37 results found

1. Roof proposal

   Need an area to really show the breakdown of a new roof, since the two go so hand in hand.

   2 votes

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   Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →

2. Fix proposal signing glitch

   When a customer signs a proposal they end up hitting accept 3-4x and sign the contract multiple times when only once is necessary. I’ve submitted this to support but they said to submit this through feedback. Not sure if I’ll be able to upload a photo or video to show you exactly what I’m referring to.

   1 vote

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   Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →

3. Need Static Images for Web Quote Image

   The client is requesting a static quote image (that doesn't resize based on browser size) on the Quote Customization page for the Web Quote image.

   I'm submitting the idea for them because they refused to post this idea themselves, is threatening cancellation over this, and are insistent that this is a problem/bug and not an idea.

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   Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →

4. Needed changes, soon please

   1. I really would like it if you could make the aerial picture on the "Overview" section larger and return to the old format.
   2. The option for the customer to select Payment Type is confusing and should be removed.
   3. The older version of the "Overview" section is cleaner and better than the new version.
   4. You should add the words "No Money Down" back to the "Overview" section.
   5. Thank you, Perry
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   Declined  ·  1 comment  ·  Proposal  ·  Delete…  ·  Admin →

5. old Solargraf

   Please provide an option to go back to the old Solargraf software.

   1 vote

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   Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →

6. Show current electric bill on proposal

   I would love to be able to show customers their current average electric bill on the web base proposal the way we show it on the pdf.

   1 vote

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   Declined  ·  Nardine Hanna responded

   You are now able to view the Estimated New Utility Bill under the Detailed Information section of your webquote. This is shown in the attached screenshots.

7. Changes to PDF version of contract

   When we print a PDF version of the contract, there are a couple of items are a bit confusing for clients.
   Here is a list.
   Please let me know what we need to do to get them corrected:
   • PAGE 1 :
   o The “” are confusing. There are two of them, but they both are just a single *. The second one should be a “*” of another symbol.

   • PAGE 3: Can we change the “Usage Breakdown” to “Estimated Usage Breakdown”?
   • PAGE 9: “I hereby agree to forward with the solar project as described above and agree to terms of the contract…”
   o Should be…
    “I hereby agree to forward with the solar project as described above and agree to the terms and conditions of the contract…”

   Thank you

   Stefan

   When we print a PDF version of the contract, there are a couple of items are a bit confusing for clients.
   Here is a list.
   Please let me know what we need to do to get them corrected:
   • PAGE 1 :
   o The “” are confusing. There are two of them, but they both are just a single *. The second one should be a “*” of another symbol.

   • PAGE 3: Can we change the “Usage Breakdown” to “Estimated Usage Breakdown”?
   • PAGE 9: “I hereby agree to forward with the solar project as described above… more

   1 vote

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   Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →

8. Include net meter surplus in Solar Savings

   Please include Net Credits in the solar savings column. Net metering provides solar energy surplus checks to Eversource customers in NH

   1 vote

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   Declined  ·  Nardine Hanna responded

   It is now possible to include the Net Metering Credits in the Solar Savings. To do so, check the applicable option on the Utility Settings page. See the attached screenshot for more information.

9. Monthly Solar Access graph info

   Can you have the customer's name and address (and possibly # of solar panels) appear on the Monthly Solar Access graph. Can you make the Monthly Solar Access graph downloadable (rather than the screen capture method used currently).

   1 vote

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   Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →

10. Customize Email sent to Client

    We have had a few clients mention that the emailed proposal we are sending them looks like spam. we were hoping to be able to customize the email sent to the client. The proposal itself is great but I believe it the "no-reply" email address that is throwing them off and the way the the body of the email formats the information we put into it. Looking for help or feedback on if anyone else has heard this from clients. Thanks!

    1 vote

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    Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →

11. On Projects page, check off all filters by default

    Please make default screen All Filters Check ed off not the last search we did or whatever the default is. slows down opening a project if it changed status.

    1 vote

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12. Save Custom Color Themes

    A way to save your custom color scheme for proposals would be fantastic!

    1 vote

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    Declined  ·  Nardine Hanna responded

    If you want to save your custom color pick, make the change to the company level quote customization page. The Quote Customization page can be accessed by clicking the menu icon on the top left of the Dashboard.

    Any customization changes made on the Quote Customization page will serve as the template for all future projects created, including changes to your color scheme.

13. Specific Privacy Customization Feature
    2 votes

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14. Option to edit/remove the wordings on the payment options
    2 votes

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15. Make the fin analysis better readable

    I would like to submit an idea about the Financial Analysis page.
    An example of some numbers on this page is as follows:
    Price of Turn Key solution 34,245
    Cross costs 29,995
    Incentives 7798.70
    Net system cost 22196.39

    I stepped into the shoes of a customer and read the Financial analysis page.

    The question that popped up is how is the 29995 determined. I keep looking at all the numbers on that specific page and nothing explained it. It's made clear on the next page for sure but me as a customer, who is not used to the format, and thus have to puzzle and take a calculator to figure it out got a negative experience/impression.
    
    Knowing that every customer needs to go through and understand 3 proposals and thus 3 different formats to figure out, I would try to be the company that would make it as easy as possible for the customer.

    So by adding the discount between the 34245 and the 29995 would significantly clarify this financial analysis.

    Secondly idea/proposal for change:
    The same is valid for the "Cost of not going solar" on that same page. As a customer I would like to know how that number is determined. It's a great number to know as it clearly indicates that going solar makes all the sense in the world. But how do I know how that number is real.

    Let me know what you think
    Jakob

    I would like to submit an idea about the Financial Analysis page.
    An example of some numbers on this page is as follows:
    Price of Turn Key solution 34,245
    Cross costs 29,995
    Incentives 7798.70
    Net system cost 22196.39

    I stepped into the shoes of a customer and read the Financial analysis page.

    The question that popped up is how is the 29995 determined. I keep looking at all the numbers on that specific page and nothing explained it. It's made clear on the next page for sure but me as a customer, who is not used to the format, and… more

    2 votes

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    Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →

16. Show both pie chart and the exact offset chart

    We want the pie chart added back to the web quote (show both pie chart and the exact offset chart)

    4 votes

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17. More structured flow when creating new proposals

    The project flow is not natural and takes too much time in the home and when doing proposals

    1 vote

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    Declined  ·  0 comments  ·  Proposal  ·  Delete…  ·  Admin →