184 results found
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naming projects
in projects there should be a way to differ between projects at the same address. so if we have to requote at a specific address we could see the different past quotes we did and how we label them. Sometimes we have to have several because of different usage models and we can not tell what that one model is from the list.
1 vote -
Adding multiple logos (+3-5)
When customizing our proposals we can add only one trade ally logo In the secondary logo option?
Would help sales if we could add up to four our five?
1 vote -
Add options for different preparers
On pdf proposal, would like to have the project manager show as the preparer on the first page of the proposal.
1 vote -
Would like link expiration date to be visible to homeowner
As an installer I want the link expire date to be visible to the homeowner.
1 vote -
Usage Breakdown on PDF
As an installer I would like the Usage Breakdown graph shown on the PDF
2 votes -
Grid Import/Grid Usage discrepancies web-quote
Why does it say Grid Import on the Usage Breakdown, but Grid Usage (kWh) on the Monthly Breakdown?
1 vote -
As installer I would like to see Gross Income subtracted from monthly bill on Gross feed in Tariff proposals
As installer I would like to see Gross Income subtracted from monthly bill on Gross feed in Tariff proposals
1 vote -
Void Previous Contract Icon
Sometimes a customer signs a contract and changes need to be made after signing. We clone the project, make the changes and the customer signs the new proposal, we would like to see some sort of void previous contract icon when a second proposal is needing to be signed. This avoids confusion and incorrect documentation being used.
1 vote -
0 votes
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As an installer I want to toggle off "Show Hourly" in the breakdown section
In the "Usage Breakdown section is there a way to have just the monthly totals in the graph and not hourly? currently none of the Utility providers in our region have varying rates throughout the day so the hourly graph seems to just confuse people more ….Or are we missing something in the design & Quote that woudl want us to have that hourly showing?
0 votes -
Adder Menu On Proposal Page
Have an adder menu on the proposal page to rapidly add or remove extra costs from the proposal page to prevent our salespeople from page jumping while making a presentation.
1 vote -
adding a disclosure sentence at the signature line
we want to have a disclosure line as a Signature line right ON the signing page.
Disclosure: Bold-face type of the minimum size of ten points, near signature.Line we wished to add is shown below:
“You, the buyer, may cancel this transaction at any time prior to midnight of the third business day afterthe date of this transaction. See the attached notice of cancellation for an explanation of this right.”
1 vote -
Extra costs
When Sunlight back up is added in the design portion it should add the extra cost associated with it in the extra costs section. with out having to select it manually in the extra costs section.
1 vote -
1 vote
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Display Production Estimate in KWH/KW DC
Can we display the energy production has KWH / KW DC on the proposal? Industry thinks in-terms of DC and not AC.
3 votes -
Hide/Show First year Production
As a user I want a toggle under quote customization to hide First year production or to change it to say production at year 25.
1 vote -
Video to Web Proposal Hero Image
Hey, I'd like to add video imagery to the web proposal hero image. Could be a GIF.
0 votes -
Improve how phone is listed on proposal email
Improve format for the text/phone number in the quote emai.
1 vote -
1 vote
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As SG, allow users to setup deposit milestone which do no impact "% of project price" calculations
As SG, allow users to setup deposit milestone which do no impact "% of project price" calculations
1 vote
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