184 results found
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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 -
Proposal Image Aspect Ratio Suggestions
Client would like to have aspect ration sizes added to proposal editing tool so they can see what recommended image size would be best for each slide.
1 vote -
As an installer, I'd like to be able to increase the font size for the address on the Cover Page
Today, it's not editable.
1 vote -
As an installer, I want an additional column on the Savings page when doing System Expansion
On the For a retrofit the naming scheme is confusing:
We’d like the below columns available on the Savings page when doing System Expansion:
Without Solar
With Solar
With New Additions1 vote -
PDF Snapshot of project
Client would like a functionality to take a snapshot of the project image, main materials (Panels and inverters), production vs. consumption to send to their sales team for pricing rather than sending the entire proposal PDF. Client suggesting this be an additional PDF option to the complete PDF
1 vote -
Adding Additional Payment Period Payment Line When ITC is Present
Client states when the ITC is applied and the initial payment period is the higher payment, the savings section (screenshot attached) should have the reduced payment as a line item instead of having the reduced payment in the fine print below the section. Client states the reduces payment in second payment period is a selling point and he would like it shown more prominently.
1 vote -
Edit name/phone number for solar rep in proposal without adding them as user
Would like the ability to change the solar representatives name and phone number listed on a proposal, without adding them as a user in SG.
1 vote -
Canadian Version of EPA Calculator
Client requesting there be a Canadian version of the EPA calculator link for Canadian proposals.
1 vote -
Proposal Address does not have the right address - cant be controlled
Hello,
In the web quote, our address shows up in one line and does not show up in proper casing because this comes from Google API and we can't control this. Currently it is this way: "37390 Cedar Blvd suite b 1, Newark, CA 94560, USA...". I would like the "suite b 1" to be fixed as "Suite B1" or "Suite B-1".
Can you give us a way to control what it would show up in the quote?
Also, it would be nice to have City, State, Zipcode in second line instead of having a long line of address.
Thanks,
…
1 vote -
Adding Dropdown Tab For Battery Backup Checklist to Proposal Order Form
Client would like to see an additional popup field on the proposal order form when battery backup is selected to fill in the backup needs for the battery.
1 vote -
Model EV charger revenue on proposal
This user sells EV chargers to commercial customers, who generate revenue when their customers use their chargers.
The installer wants to be able to model projected revenue for their customers on their Solargraf proposals.
Approx formula could be: Is anyone working on integrating EV chargers into SG? Had a customer ask about showing revenue from these for a commercial project
They said a simple formula could be:
Number of chargers * $ per charge * number of charges per day per charger * 365 / 12 = monthly revenue
Should impact ROI / payback and display in monthly breakdown
1 vote -
Show Average actual monthly bill with solar in a Net Metering state like MN ie: a negative bill b/c the utility owes them.
We have several utilities who pay out for overproduction each month. It would be great to have the option to show the customer their actual costs per month on average for the year to simplify sales. Ex: ON AVERAGE through the course of the year, the customer has a bill of $100/month. ON AVERAGE they produce $150 worth of solar/month (net metering at retail rate). ON AVERAGE, their bill is a negative $50 (-$50) each month indicating that the utility is paying them $50 each month. Every other proposal tool I have used does it that way and it is…
1 vote -
Ability to model: Replace existing system and roof with new model
Currently the systems and the roofs they sit on are aging. im doing a lot of tear off the old re-roof and install new solar. but i dont have any way to model it. we need something like the addon but replace estimated old production with new.
1 vote
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