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Solargraf Features

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24 results found

  1. Have information from design auto populate into contracts

    2 votes

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    Completed  ·  0 comments  ·  3rd Party Integrations  ·  Admin →

  2. Integration with Docusign so homeowners can electronically sign T&Cs and additional PDFs and Signature boxes

    A lot of our clients upload PDF documents to projects and to their financial settings. They need their customers to sign these additional documents through Solargraf once the project is sent.

    50 votes

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    Completed  ·  13 comments  ·  3rd Party Integrations  ·  Admin →

  3. Option for an open API so we can integrate with my CRM

    A lot of clients have asked that we set up an open API so they can integrate their Solargraf projects with the CRM tool they are using.

    29 votes

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    0 comments  ·  3rd Party Integrations  ·  Admin →

  4. Syncing calendar appointments to Google account

    Syncing the Solargraf appointments into the calendar they use for their business will be more efficient and will prevent their reps. from being double booked. It will also allow home owners to see the reps. actual availability rather than them booking a meeting for a time they are not free. Also, this way their personal / business calendar will send the rep. notifications based on the project steps / status etc.

    12 votes

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    Completed  ·  3 comments  ·  3rd Party Integrations  ·  Admin →
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