184 results found
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Solar Energy Disclosure on proposal
See summary of the user's request on the attached screenshot.
User would like the solar energy disclosure document put on to every PDF download for CA as it is against the law to not have this on the proposal.
There are 3 things that finance companies and California Law requires to be present on page 1, these are the things we are missing and need on page 1.
Home Improvement P1
Date signed P1 Not Present
Label of Address for Cancellation P1 Not Present"Label of Address for Cancellation" is this custom section he added to his proposal. He's saying…
1 vote -
Being able to change the column order in the monthly breakdown so they get the bottom line, which is the new utility bill last.
Having savings last can be confusing to a potential client.
1 vote -
Ability to add in the middle of the proposal their own PDF
The client wants to add their own PDF (to promote their company and ARC panels/the about us section is too small) in the middle of the proposal, not as an attachment but merged.
2 votes -
1 vote
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Timeline payments editable per project
Allow timeline payments to be editable per project
1 vote -
Inverter Pricing table
As a user I want the option to have a separate inverter based pricing.
1 vote -
Save Progress Button when Ordering Proposals
Allow us to save progress when ordering a proposal, so we can edit details again later before submitting the order.
1 vote -
1 vote
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1 vote
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1 vote
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Choose which panel is first on proposals when using multiple
be able to choose which panel shows at the top of the material list when using different panels. there are many customers wanting to add to existing panels, and if you draw in the existing system and the add on, the existing panels will be highlighted on the proposal because there are more of that panel, but it would be better to be able to choose to have the proposal focus on the new panel.
1 vote -
Usage Breakdown monthly bar graph bar width
On the "Useage Breakdown" monthly bar graph, can you please consider adjusting the width of the bars three to four times wider. Currently they look like needles and the visual impact is minimal.
1 vote -
Manually updating the terms and conditions increases the risk
Technical Challenge: The current system cannot dynamically change the terms and conditions according to the customer's selected financial option.
Proposed Solution: Develop functionality within the solargraph application that would:
Store different versions of the terms and conditions, each clearly tied to either the purchase or PPA option.
Display the appropriate terms and conditions automatically when the customer selects their financial option.1 vote -
Items with a discount before tax credit/customize battery
Having a discount apply to the solar and other additions before the 30% tax credit. I have been listing our batteries as a new item. That worked beautifully until I needed to provide a discount. I had to set up a separate discount for the battery (It is not a battery that you offer - I do not want to devote half a screen to a picture that says "Storage") I uploaded a picture of the battery and as much information as I have the battery, but it does it's own calculation and the numbers on the proposal about the…
1 vote -
Download production report for 10-25 yrs showing degradation
Be able to generate graphs showing future annual production data, to show the client the degradation of the system.
1 vote -
1 vote
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Get a # of total kw needed to achieve 100% consumption
When ordering proposal, get a report/note of the total # of kw needed to achieve 100% consumption, regardless of max capacity on roof.
1 vote -
1 vote
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Rearrange the order for lease options
Allow users to manage the display order of lease options in the same way that loans options can be ordered / organized. Currently if there are more than one lease option users can not manage the order in which the leases are presented to a customer.
1 vote -
Toggle Options in Estimated Savings
Our company has many facets: Electrical, AC, Plumbing, and Solar.
We combine a lot of our deals with these different services. I.e; AC and Solar.
We are requesting a Toggle option on the Estimated Savings section of Solargraf proposals. This Toggle will allow us to swap between savings with Solar only and Pricing that includes add ons such as an AC. Combining these options is a big part in our success.
1 vote
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