34 results found
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API Auto Design
We would like this to be a full self-checkout for the customer.
They would enter our funnel, provide their information, we collect energy usage and feed that to the API.
We would hope the API would do an auto design, select our default equipment and default financing option.
Once the customer agrees they can qualify and sign like they normally would in solargraf.1 vote -
1 vote
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1 vote
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As an installer, I want a webhook for Lightreach_Signed_Agreement
Want to be able to know when LR agreement is signed by HO and pull via API into CRM.
1 vote -
1 vote
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Close data gap between Solargraf and Docusign Envelope
Currently, when we receive a Docusign envelope back, we don't see project ID's or Finance data. We would like to add Project ID's and finance data to the data being sent and returned through the Docusign integration so that info appears on my CRM.
1 vote -
As an installer, I'd like to be able to move the pin on a project created via API
At the moment, the only way to move the pin after API proj. creation is to manually use the arrows of areial imagery. Which is a lot of clicking.
2 votes -
Quickbase Integration
Quickbase Integration in Solargraf
1 vote -
Option to Default Document Templates
As a user I want the option to set default Document Templates.
2 votes -
Incorporate Enphase Enlighten
Is there a way we can link Enphase to Solargraf. I have a client that already has PV but would like battery back-up, but instead of me putting together the PV can it just take it from Enphase.
1 vote -
Project/ Docusign placement saved for future documents added
Project and Docusign placeholder placement to be retained for future application on new contracts to reduce repetitive task.
1 vote -
1 vote
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Add Adders and Discounts to Open API
As I understand, our team usually goes into a SolarGraf project and in "Pricing" they'll use the "Extra Costs" section to add any extra costs or the "Discounts" section to add any discounts. In the "Extra Costs" section, it is not uncommon for us to add stuff like, "LED", "Therm", "Critter Guards", "Electric Vehicle Charger", etc. We would prefer to enter those only once in SolarGraf and be able to pipe those same items from SolarGraf back into our Hubspot and subsequently our Netsuite from Hubspot. This information is helpful to us because when we're fulfilling the customer's order. It…
0 votes -
1 vote
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SignNow Integration
Integration with SignNow Document signing option. Offers same as Docusign at a way cheaper price. Also has api integration capability.
1 vote -
Custom Placeholder Functionality (% percentage value)
Add additional functionality to custom placeholders such as a "Deposit" custom placeholder that I can input a value of a certain percentage of system cost as the placeholder value rather than a static value.
3 votes -
Import Docusign templates into SG
I want to import my Docusign templates into Solargraf
1 vote -
1 vote
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Coperniq Integration
we want to link up Coperniq with Solargraf.
We can get our signed proposals out of Solargraf but we can’t export out signed documents.
We are going to continue to use Solargraf as we always have but we want our CRM to be coperniq and want all the info to go automatically.
1 vote -
Custom Placeholders that are customizable by homeowner
As a user I would like custom placeholders that are customizable by the homeowner when document package is received.
2 votes
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