178 results found
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PDF prints out cutting off the"About Us" customization done in the proposal
PDF prints out cutting off the"About Us" customization done in the proposal
2 votes -
Customize the Proposal and Add warranty section
Can we add our warranty information to the proposal? Manufacturers warranty and the installer warranty?
2 votes -
Remove blue banner and overlay that covers our picture in Proposals.
Remove the blue banner/ribbon that overlays the header cover image in Proposals.
4 votesWe have added the option for the user to 'Display proposal title above web-quote cover image' so that the full cover image is displayed if desired.
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Solargraf proposals in other languages
Including Portuguese
2 votes -
Customize Titles
Allow users to customize the titles for different sections, graphs, etc.
Some of the language you use isn't as consumer friendly. Especially for a first call with the customer. Ex. grid tied, Production A/C, cost after rebates
1 vote -
Display Savings
The ability to highlight different elements in the savings box.
Some customers are more interested in payback, others net savings.
Additionally, it is odd that the Solar Savings box is highlighted and draws the most attention when it does not incorporate the cost of the system into the savings. It could really mislead or confuse the customer.
1 vote -
PDF Pagination and Layout
Update PDF to have the customer information on the top right corner of all pages when saving as a PDF.
When saving Quotes as a PDF, these are the issues:
The payment schedule is split into two different pages and other pages with just a few lines in them.
The project overview page lists panels for each array under the solar proposal right side of the page and again under the array details. It is very redundant to have "Panels LG 350" Listed 3 times there and again under array details. Should only be listed once under the system info…
16 votes -
Annual kWh usage available in the proposal (PDF)
I would like to see the total annual kWh usage available to my clients in the proposal.
2 votes -
Old Utility Bill needs to be on pdf buy option
It is important that our clients are able to see the old utility bill on the pdf. At this time, they can only see it on the loan option, but not on the buy option. Please add the old utility bill to the buy option in the pdf.
1 voteUsers are now able to view the OId Utility Bill on the PDF version of a cash (buy) option webquote.
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Proposal link locked
We should have a way to LOCK a system from being altered once it is sold and it would be labelled as sold to salespeople. Admin can modify but when we give several quotes and financing options selling a customer, then have to go back and look sometime months later we salespeople forget which system we sold them and what finance option?
4 votes -
On the 'Energy Usage' chart, have the option to make the 'monthly' usage as the default displayed.
On the 'Energy Usage' chart, have the option to make the 'monthly' usage the default displayed.
3 votes -
Custom Terms and Conditions per Project
Allow users to edit the Terms and Conditions at the project level
1 voteUsers can now EDIT the customer terms and conditions under the Review and Signature section of any webquote.
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Disable 'Book a Meeting' button on webquote
Disable 'Book a Meeting' button on webquote
4 votes -
Remove "Turnkey Solutions" on PDF.
Remove "Turnkey Solutions" on PDF.
1 vote -
Customize Pricing Section
Customize pricing section of web quote to re-order the rows and columns
2 votes -
Rename a section
Rename "Detailed Information" section to "Payment Information" on the quote Manage Section feature.
2 votes -
Remove additional materials list.
1.) The additional materials list seems rather unnecessary. How about just one simple list of materials included? It seems that whichever item ends up on the additional materials list loses its link to the spec sheet. I removed the battery config, then readded it, and it put the encharge 10 on top and the encharge 3 to the additional materials. I could then access the spec sheet for the 10 but not the 3 since they had swapped places.
1 vote -
Improvements for the yearly breakdown on PDF
Improve how the monthly breakdown is displayed for all years on the PDF
2 votes -
Exporting Month-by-Month details from Solargraf
We should be able to pull the data from the proposals. For example, there is a nice, interactive graph for the yearly breakdown but to quantify it you have to hover over every year and manually tally it. It is already in some form of CSV, right? The designers should be able to access that info.
3 votes -
Need Financial Analysis Page
I would recommend that the financial analysis page (on the PDF) to be an option we could toggle on and off (on the new web quote). Can you put that on the new Savings page ?
In most cased a customer's new loan payment is less than their current electric bill, but in some cases it is not so it would be wise to toggle that off and focus on long term savings.
2 votes
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