184 results found
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As an installer, I want the consumption profile (custom or default) to appear on the web quote and proposal
As an installer, I want the consumption profile (custom or default) to appear on the web quote and proposal
1 vote -
Show negative utility bills on monthly breakdown where there is more production vs connection fee
Cody would like to show Show negative utility bills on monthly breakdown where there is more production vs connection fee
3 votes -
Remove Solargraf Social Media Icons and links in auto emails to customers
Remove the Social media icons and links (Facebook and Twitter) from the auto emails that are sent to customers from installers.
The images show up as attachments in some email clients and homeowners are clicking the links by mistake.
1 vote -
Co-sign field in proposal/quote
Please include co-signer field on all proposals. About 30% of my projects now require co-signers.
1 vote -
1 vote
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1 vote
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1 vote
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Allow installer to sign before homeowner
I would like to be able to sign the contract as the installer before sending it to the homeowner to be signed and approved.
1 vote -
1 vote
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Upgrade for user managment and exporting of proposals.
1, Make the proposal information exportable, with a field that says what project it's associated with. 2. Keep the old owner for a project or at least a placeholder that says who the old owner was when we delete a user. Right now if I delete a use all their info goes to me, Brian and how will I know what projects were the old users projects?
Thank you!
1 vote -
1 vote
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1 vote
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Notify Project Owner when customer opens expired proposal
You recently added functionality to set an proposal expiration date, which I like. It would be great to notify the project owner that a customer tried to open an expired proposal so the project owner can follow up
1 vote -
1 vote
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The system shall allow users to work on the opted cloned proposal without returning to option #1 after any modification
When working on a cloned proposal, the system defaults to option 1 ( the initial proposal ) after performing any modification.
Example: The client is working on proposal #2. He /she updates the pricing section and clicks on save. After this, the client will be redirected automatically to the original proposal (proposal#1). If the installer wants to modify another section of proposal #2, he/she has to select the option again, and so on.
1 vote -
1 vote
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1 vote
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Formatting Control Over Savings Section
Make the coloring on the savings section more customizable!
We would like to send out proposals that use our brand coloring, ubt the only section that stays dark blue is the savings section and it just looks odd to have one section a different color.
1 vote -
Manage Signatures Using User Roles
The Manage Signatures has been a problem. I now know that any proposal that has already been sent out before the release needs to be configured for the correct signature and resent. If the customer signed before the release, we need to manage sigs on the quote and resend. The issue now is if I set up the installer sigs to be the project owner, what happens if the customer signs and the installer is not available? What if they are on vacation for a month? For us to sign we need to change the installer assignment and resend. It…
1 vote -
Average Utility Bill should be based on entire project lifetime, not just first year
We are noticing that the estimated new utility bill is only based on year 1 billings which is essentially higher than what we would like to show in the grand scheme of things so I hope you guys can consider making a way to extend the time table for this average billing so we can base it on the length of the loan or the length of the savings we are trying to base everything else on (30yrs). This would help greatly and reduce the need to explain the difference between what the proposal is showing and what the utility…
1 vote
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