24 results found
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As an installer, I want to be able to create Battery-only via API
Right now we can only send new system via API. It's urgent we can send other configs too.
1 vote -
Customer Goodleap Application Link
Please include a way we could send a Goodleap application link to the customer, instead of us having to apply in behalf of them. Since most customers are hesitant to share the information we would need for them to apply.
1 vote -
As an installer, I want to default post on drawingVersion 3D on API
Right now default is 2D. We need this updated.
1 vote -
Through API, we need an easier way to identify which proposal and which finance product were signed.
Multiple proposal options can be retrieved through API, however there is no way to easily identify which was signed, proposal options and financing option.
1 vote -
API key should be usable across both parent and child accounts.
This can be diffiult when a new child company is boarded as new integration work must be done on the users end.
2 votes -
Pull Base, Adder, and Gross Prices Separately in API
Client would like the API to be able to pull base price, adder pricing, and gross price separately.
1 vote -
1 vote
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3 votes
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1 vote
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KWH Consumption Project Placeholders
As a user I would like the a project placeholder that details the old utility bill, either the total KWH or monthly list of kwh consumption.
2 votes -
Add "Last Updated" date/time stamp to Docusign integration
Add "Last Updated" date/time stamp to Docusign integration so that users can see when it was last integrated. This will also help with troubleshooting expired tokens.
0 votes -
DocuSign document send/signature order
As a user I want the ability to set the order of when the document is sent to homeowner, sales reps, for document packages. Timed.
1 vote -
DocuSign Placeholders - Company address breakdown
More custom placeholders added to the DocuSign integration:
Implement the ability to break down the company address into:
-street name and number
-city, state and zip code fieldsAs opposed to the complete address in one field.
2 votes -
1 vote
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API End point to push Notes (comments, photos, drawings) for this Project
I want the Notes for this Project to be synced to my CRM through an API Integration.
1 voteImplemented - https://developer.solargraf.com/paths/v1-projects-projectId--notes/get
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When sending two document sets at the same time, there is inconsistent behavior
When sending two document sets at the same time, there is inconsistent behavior. Let’s say; you want to send two contracts as a part of the same document set. The homeowner will receive two separate emails.
Sequence of actions taken:a) add two document templates
b) At the project level, selected the two we wanted to send at the same time
c) Originally, the customize button, which allows you to edit the subject line and email body was there,
d)edit the form and sent
e) When the document is received received, the homeowner gets two emails
f) One is an…
1 vote -
Docusign - Custom Placeholders in Docusign Templates
As a user I want The ability to have custom placeholders when creating document templates. through the SG/Docusign Integration. I would want to choose what value is populated into multiple custom fields.
7 votes -
CRM integration
Support custom CRM integrations with Solargraf. The current method of using Zapier is not enough, it is limited to creating leads and exporting project data (but only certain data fields). Also, not all tools are available on Zapier.
Message from SG Product team, please provide:
The name of the tool you would like to integrate with:
Enerflo CRMThe missing functionalities and / or data points you're looking for
11 votes -
Support Additional Fields on Zapier
Needing Zapier to be able to add:
- Roof mount or ground mount? (string)
- Select your roof type (string)
- Utility provider (string)
- Calculated number of panels (integer)
- CompanyID (integer)
- Appointment date (date)3 votes -
Send Company Contract
It would be a good idea that we can send our company agreement through Solargraf with the numbers of panels are automatically transferred, the price of the contract and customer information. This is a function that Solo has and I would love that Solargraf could have it!
1 vote
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