178 results found
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1 vote
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1 vote
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Proposal/Project Templates
The ability to save proposal templates. This would save time because we would not have to set up the most common adders & discounts for every proposal.
2 votes -
Synopsis of Usage
Client would request to be able to see projected data on one page as a synopsis and not have to use the blue bar to toggle between the years. He wants to see all 25 years on one page.
1 vote -
25 year cash flow table
I would like to see a 25-year cash flow chart. The month-by-month is somewhat useful, but my clients are interested to see how their savings stack up over the life of the system. Other design tools show a single cash-flow table with all 25-years on a single page. Can you please create this page and allow it as an option to include in the customer-facing proposals? Thank you.
1 vote -
The wording in the SG proposal is incorrect It should not say Battery backup, but grid-tied battery.
The wording in the SG proposal is incorrect. It should not say Battery backup, but grid-tied battery.
4 votes -
1 vote
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As an installer, I want to Add After Solar Bill on Comparison Chart when using Loans
As an installer, I want to Add After Solar Bill on Comparison Chart when using Loans
1 vote -
As an installer, I want to change the language in the body of the auto email to the homeowner
In an autoemail from SG to homeowner with subject: Your Home Improvement Project - Estimate from INSTALLER NAME
The message reads:
"Here is a professional estimate for your property to go solar:"This wording is awkward and should be removed or edited to remove "your property to go solar" to
"Here is your Solar estimate" or "Here is your estimate from Installer Name" to cover cases of Battery only proposals.1 vote -
As an installer, I want the Ability to hide "Array" details And "Month by month details" on PDF proposals
As an installer, I want the Ability to hide "Array" details And "Month by month details" on PDF proposals
1 vote -
As an installer, I want to automatically CC a specific static email address for all documents delivered to customer
As an installer, I want to automatically CC a specific static email address for all documents delivered to customer
1 vote -
1 vote
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To make Solargraf proposals shorter
To make Solargraf proposals shorter, there are too many pages. The proposal itself is entirely too long; it is a lot of information they don't need - (The client uses the PDF version)
2 votesThe new version of the web quote and PDF resolves this issue with an improved and reworked layout.
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Changeable image on the Webquote
To make the homeowner's image the proposal cover page.
2 votes -
Toggle off/on the battery savings section
The user needs to toggle the battery savings section every time he adds a battery.
He wants it added to company quote customization as the default to turn Benefits of Adding Battery section for battery proposals.
1 vote -
Support Grid-Tied Systems
Delete Automatic Transfer switch and system controller when selecting grid tied battery in the materials section.
4 votes -
Allow excel export of monthly breakdown
Export to xlsx all the data available from the Monthly breakdown section of the web quote including the full term (all years)
1 vote -
Create battery only proposal in same project as PV
Currently battery only proposals are separate from PV project and selected at the Pre-Design page. We would like to manage both types for the same site address in the same project
2 votes -
PDF Proposal Customization
Ability to customize the PDF proposals generated by Solargraf. It would be nice to put our own photos as the header on the first page, customize where all of the different infographics are located, and have the ability to cut out a lot of the white space on pages that is generated, etc.
2 votesThis issue has been addressed in the new web quote and PDF, which include an improved layout.
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1 vote
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