178 results found
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Add an error notification when a quote does not send successfully
At the moment, there is no way for our clients to know if an emailed quote is sent successfully or if it bounces. We should add a notification so that if it does bounce back, our clients know to resend it.
1 voteDear Customer,
This feature has been added to Solargraf.
Thank you for your feedback,
The Solargraf Team
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Payback period
More understandable and transparent payback structure for the end-user to see. Needed
2 votes -
Production and Usage broken down monthly in a graph
On the usage tab of the quote, how do we show the production and usage for all 12 months together? When you click on the hourly tab, it shows both, but I’d like to be able to show that in a monthly format.-On the usage tab of the quote, how do we show the production and usage for all 12 months together? When you click on the hourly tab, it shows both, but I’d like to be able to show that in a monthly format."
(ADMIN POSTING ON BEHALF OF CLIENT)
(a clean way we might be able do this:…8 votes -
Sign quote without emailing to customer
Be able to e-sign the proposal without emailing quote to the customer
2 votes -
Add new section to show homeowner money saved from purchasing a battery
Wants there to be a section on the proposal that shows the client how much money they will save when buying a battery compared to not purchasing one.
9 votes -
E initial web quote so the initials transfer to pdf
Be able to initial and sign web quote, and have both transfer to pdf.
Currently, the initial function on Solargraf requires that you print out the pdf and then the homeowner can add in their own initials. The ask here is for the homeowner to be able to do this electronically.
2 votes -
Customization of Emails
In addition to the quote email customization, it would be nice to be able to change more of the wording in the emails sent to clients.
1 vote -
HTML enabled proposal section for web quote customization
Create a section on the proposal that can be used by the customer for communicating what they want via text, graphics and hyperlinks.
14 votesUsers can now add up to 3 custom sections to their Solargraf webquote. Each section consists of customizable subsections and content.
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Add descriptions for materials
Under materials they want to have a comment of description of why that material is the best on the market.
1 vote -
Option to quote Solargraf in Spanish
Have the option to quote someone in Spanish using Solargraf
17 votes -
Option to upload a cover photo per project
Client's like to change the cover photo per project but at the moment, changing it will apply to all their projects. Having the option to adjust the photo per project allows them to have a different image, say, for commercial jobs than residential.
6 votesUsers can now upload a custom cover photo on individual projects.
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More customization of proposals
I want to be able to make my proposal look special with colours, pictures and layout. A lot of my competition uses Solargraf and I want to set myself apart and look different!
46 votes -
Do not round system size (DC kW)
Need one more decimal place to avoid confusion for managers and reps. Also needed for permits and financing.
5 votes -
Access the previous versions of the quote.
Must have the capability to access the quotes made prior making any changes. What if customer already received 4 revisions on the quote but customer decides to go for the original quote.
3 votes -
Hide page, table from public view
Wants an option to hide a specific table (e.g. Overview, Usage Breakdown, Materials) or information on the quote from the home owners.
2 votes -
Make the first page of the PDF contract customizable
Some areas require certain text to be on the cover page of the contract/PDF, so they need to be able to add this.
2 votes -
Show Bill (monetary) Offset
"1) The homeowner knows what X,XXXkWh/year actually means in terms of their historic usage,
2) If a homeowner is planning to use more power in the future, it gives them an easy-to-understand way of looking at how much more they can use.
3) The way Solargraf is set up today, it is a little misleading because it makes it look like the additional production is not really there which is confusing for homeowners. And for sales reps, it's on us to ensure that people understand that in most cases, they are not going to get paid for over production".
14 votes -
Option to define install date (for Monthly Usage Breakdown)
Right now, the Usage Breakdown shows all the months in the year rather than just the months after going solar. So, if a solar system is offset 100% once installed, the monthly bill still shows as a number because, for the months before this, there was no system and so they were still paying a bill. This is misleading to clients, so it would be better to just show them the breakdown after going solar; the rest is irrelevant.
28 votes
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