176 results found
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remove inverter from contract
would like to remove the inverter from the contract. It's good to use to model it, but it's often selected by a salesman who doesn't have the design experience that our designer has. So when changes happen the change order process is a huge headache both for us (your customer) and for our customers
0 votes -
Show previous versions of a Project Option
Please have a version of the clients reviewed bids and date stamped (a link that shows the previous bid).
1 vote -
User hierarchies on SG
Having a button on the project page allowing a sales rep to select. From there, it will trigger an email to the sales manager to review the proposal. This button should give the manager the ability to disable the option to sign the proposal if the manager considers the project created by the sales rep is incorrect. Note: this is a request for Cutler Bay Solar Solutions, not Andrew Ortega. Andrew is no longer working for the company
1 vote -
When more than 1 battery is added, display all batteries under the initial 'Materials' section
When more than 1 battery is added, display all batteries under the initial 'Materials' section. Currently, only the first battery is added under this section and the remaining batteries under 'Additional Materials'.
1 vote -
to include CO2 usage on houses to our proposal
To include CO2 usage on houses in our proposal. Co2 on the house and usage are not strictly related to solar savings but it helps to build up a whole system of benefits for the homeowner. It helps the prospects understand all the benefits that can cause moving to Solar energy.
1 vote -
1 vote
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Timeline Specific for each Proposal Option
I would like to have each Proposal Option contain individual timelines specific to that Proposal Option. Thank you!
1 vote -
shading
can we get better shading analysis
1 vote -
Text a proposal
The ability to send a proposal through text to the homeowners as opposed to email
1 vote -
Ability to add Custom Stipulations ie tree trimming or removal ,etc
We need to add in custom terms and conditions or stipulations on solar proposal Many times our proposal solar financial calculations is based on tree trimming or removal , electric panel upgrade , etc . Many times the customer wants to hire there own tree guy or electrician etc We need to be able to add this stipluatiion as we design the proposal perhaps a section below the solar layout labeled "Stipulations".--Stipluations should be visible to customer. This way if the customer does not trim or remove trees that cannot complain about solar production or say they were not told…
1 vote -
Cost of Doing Nothing
Rather than "Solar Savings" in the proposal, can we call it "Cost of Doing Nothing"?
1 vote -
"Send To Sales Rep" Button on Proposals
We would like our salespeople who are not solargraf clients or users to be able to see quotes before sending them to our customer. "Send to Sales Team" option on the proposal would be great! Right now, the only workaround we have is to put a sales rep in as the customer email. This causes confusion in the proposal when our company email is listed with all the personalized proposal info for the customer. We usually have at least 3 options for our customers during a presentation, so downloading pdfs beforehand and sending them to our reps is not time…
1 vote -
Editing a pdf proposal and adding in an additional page of print screen of other option, allowing to offer all in one proposal.
Editing a pdf proposal and adding in an additional page of print screen of other option, allowing to offer all in one proposal.
1 vote -
I would like to customize all my colors in my account bars - match my logo design generac orange
I would like all blue bars to be generac orange or customizable.
1 vote -
Add generator button to proposal/permits.
Add generator button to proposal/permits.
1 vote -
Need a way to customize Utility Bill portion of proposal.
Need a way to customize Utility Bill portion of proposal.
3 votes -
Change "proposal" terminology on webquote for lender
Need Contract not to say Proposal on it for lender.
3 votes -
Wanting to show 25 production of system.
Wanting to show 25 production of system.
1 vote -
Allow for no-metering in utility settings
Allow for the ability to add or remove certain columns in the Month-by-Month details on the proposal.
Our state doesn't have net metering credits so it shows up as 0 causing customer questions.
1 vote -
Hide Panel Type
Allow option to hide equipment type. With supply chain issues as of late, we could end up changing out the panel type before construction. Most customers don't care what type panel so why introduce a name to them at this point in the sales funnel?
1 vote
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