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  1. Need Solargraf to show an 'average monthly utility bill before solar' on the proposal that customers see. I am used to seeing this on other solar design programs. Once we enter the 12 months of kwh usage it would show up on the proposal. Folks want to know what they are paying today on average to compare it to our solar system payment.

    4 votes

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    0 comments  ·  Proposal  ·  Admin →
    Completed  ·  Nardine Hanna responded

    Users can now see the 'Old utility bill' on both the Solargraf webquote and PDF proposals.

  2. On the savings graph we can no longer select and deselect current bill, new bill, solar payment. This was a great tool that we used in every home.

    1 vote

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    Completed  ·  0 comments  ·  Proposal  ·  Admin →
  3. Need to be able to center picture on the home page of proposals.

    2 votes

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    Completed  ·  1 comment  ·  Proposal  ·  Admin →
  4. Need the option to show more than 3 options in the Good Better Best feature on the web quote.

    If this is not possible, then we need the option to duplicate a project so we can show the rest of the options as comparison.

    6 votes

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    4 comments  ·  Proposal  ·  Admin →
  5. Our new cover pic loads to low in the new format, any way to raise?

    1 vote

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    0 comments  ·  Proposal  ·  Admin →

    You can now raise the web-quote cover image by going to your Customization>Click on the first brush on the top tight>Toggle on the line: "Display proposal title above web-quote cover image".

  6. the button next to download PDF, is called
    like "download contract

    Is it possible to have it where this
    document doesn't automatically appear in the proposal?

    1 vote

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    Completed  ·  0 comments  ·  Proposal  ·  Admin →
  7. When you do a major redesign it would be great if the downloaded documents looked the same. We do not send directly from SolarGraf as we customize every proposal with spec sheets and other information.

    2 votes

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    1 comment  ·  Proposal  ·  Admin →
  8. For a Quote Customization, it should have an option to have three signature boxes? One for your company, one for the prospective customer, and one for the salesperson, I thought is a good point to have in there.

    16 votes

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    Completed  ·  6 comments  ·  Proposal  ·  Admin →
  9. Can you make it an option that can be turned off to send the signature page? It would be helpful if we are negotiating with customers and simply want to send proposal 'Options' for them to interact with without the need for the customer to sign?

    6 votes

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    Completed  ·  2 comments  ·  Proposal  ·  Admin →
  10. We still need a page of Current Monthly electric bill in big bold characters compared to New Loan plus remaining utility bill.

    The graph that shows annual numbers when you place the cursor on the graphs is confusing.
    I get the question everytime, I am paying x now each month, what will I pay for the solar and what will I pay the utility each month. I know the data is there I don't want to have to create my own graphics to make a presentation that answers this often asked question, Thank you.

    8 votes

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    3 comments  ·  Proposal  ·  Admin →
    Completed  ·  Nardine Hanna responded

    Installers can now see:

    For Cash Options, the Old Utility Bill, Estimate New Utility Bill, and the Estimated Bill Difference.

    For Loan Options, the  Monthly Payment, Estimated New Utility Bill, Estimated New Total Monthly  Payment.

  11. Default payment option to loan/lease/ppa, anything bud Cash. You should never lead with a price reflecting cash discount. Start high, and let the customer work it lower. Sales 101. Please give me the option to have it default to a payment option and not Cash.

    3 votes

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    3 comments  ·  Proposal  ·  Admin →
    Completed  ·  Nardine Hanna responded

    Installers can now define the default financing type by editing the OPEN WEBQUOTE ON option on the FINANCIAL OPTIONS page.

  12. Add date to proposal

    4 votes

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    Completed  ·  2 comments  ·  Proposal  ·  Admin →
  13. provide a way to copy a link to a proposal preview to send directly to a client

    5 votes

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    Completed  ·  2 comments  ·  Proposal  ·  Admin →
  14. Re the verbiage and placement on the title page - please add the ability to amend that, placement, text, size, color, etc.

    1 vote

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    Completed  ·  0 comments  ·  Proposal  ·  Admin →
  15. Full customization of quotes. Lost business to other peoples proposals looking to similar to ours. Ability to create multiple proposals under one project.

    2 votes

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    1 comment  ·  Proposal  ·  Admin →
    Completed  ·  Nardine Hanna responded

    We have added new sections to the Quote Customization feature in Solargraf.

    For more information, reach out for a free live demo of Solargraf on the solargraf.com website.

  16. Please give the option to have the page number at the bottom be removed.

    3 votes

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    Completed  ·  0 comments  ·  Proposal  ·  Admin →
  17. To be able to show other materials on the web quote that are not the ones available on the materials list, such as the critter guard and wind reflector for visual purposes

    2 votes

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    Completed  ·  0 comments  ·  Proposal  ·  Admin →
  18. Your Solar proposal should include a written explanation of every step to the buyer

    2 votes

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    1 comment  ·  Proposal  ·  Admin →
    Completed  ·  Nardine Hanna responded

    It is now possible to add an explanation to each individual project timeline step on your Solargraf webquote.

    For any and all support questions, please contact us at support@solargraf.com.

  19. 1 vote

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    Completed  ·  0 comments  ·  Proposal  ·  Admin →
  20. It would be nice to have a section in the pricing tab of the proposal under the base price subject where we can write a brief description of what work is to be completed under that base price

    2 votes

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    1 comment  ·  Proposal  ·  Admin →
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