176 results found
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Proposal GPM Report & Material & Labor
think it would be a good idea to have within a proposal a section where we can see out material and labor costs to the company to make sure that we are hitting our company gross profit margin marker. A cross-reference, our cost vs customer cost.
1 vote -
Please Add Savings column
Add a "Savings" column in the savings section on the web quote.
1 vote -
E-sign improvement
E-sign improvement - The Sales Rep should be able to show to the homeowner a page that is not showing all the Settings option and should have a section wherein their clients can sign the quote when presenting it in person. They can't have the homeowner access their emails from the Sales Rep devices.
1 vote -
Display only the production
Only Show Production (for New Build)
1 vote -
Sync Company Description with About Us section
Company description from Company Settings page not being populated into the about us section of quote. The information entered into the company description does not appear anywhere on the quote.
1 vote -
Pre-fill company signature on signed quotes
The user needs to have the company signature prefilled for all of their quotes, to avoid going back in to sign every quote.
Also to have installer signature appear first in proposal
2 votes -
ROI Presentation Sheet Included In Proposal
Would love to have an ROI sheet with graph
1 vote -
Display the Offset as Actual Production Used / Base Production'.
Display the Offset as Actual Production Used / Base Production'
2 votes -
New Webquote Comments
- The calendar in the proposal has been goofy since you updated your software. I have to keep changing the dates in the proposal. Then what shows on the screen doesn't match what is in the pdf. Would like an ETA on when the fix is coming
- How come the pdf is the old version and the screen view is a new version? (The new version seems a little cartoonish)
- I think they should have rolled it out all at once (PDF + Webquote) so there is consistency in what the client sees. Did they do any market research on their…
1 vote -
List of Variables in Solargraf
I'm posting the idea on behalf of the client as they do not like the idea of posting ideas for us. But the client would like to have a list of variables that are in Solargraf like the '{{size}} = system size (KW-DC)'
See Slack link for reference - https://sofdesk.slack.com/archives/C03SBQVE7/p1614292650073900
1 vote -
Include the shade analysis graph in proposal.
Include the shade analysis graph in proposal.
2 votes -
Page size to Letter instead of A4
The "Create pdf" functionality is great and it's what our office uses for all our proposals, but there is one problem.
The pdfs being created are sized for A4 paper. A4 is the standard paper size for Europe and a large part of the world but in the US we use Letter size paper.
I'm 100% certain it's a simple toggle in whatever tool is being used on your back end to create the pdfs, so this fix should be quite simple. Heck, you may even be able to provide users with the ability to change page size and from…
2 votes -
Neighborhood Solar Directory
Solar Neighbors... is there any way the system will display neighbors in a 20-25 mile radius that have gone solar? to help with a visual of letting the customer know that they are not the only ones thinking about solar.
2 votes -
Not CRM--proposal customization
Hey Ryan, There are a couple of presentation/proposal features that would be great to have:
1) I would really like to see the cost of doing nothing. If I pay my electric bill for the next 25 years, assuming a 3-4% inflation rate it will cost me X. (lets say $180,000 for example) just to power my home for the next 25 years. That's the cost of doing nothing, the status quo. I think this is an important number to see on a proposal in order to put the numbers in perspective.
2) if my electric bill is 200 dollars…
1 vote -
Option for Quote without design
I would like to generate a quote for a client without doing the whole design.
This is better when I am in the field, so i only would have to do a design for the clients who are actually interested and not waste so much of my time.1 vote -
Customer Signature(or a warning) requirement on the quote before saving or sending back. to the Project Owner.
On the proposal signature box, there must be a warning that a customer's signature is required before you can save or send the proposal.
2 votes
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