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10 results found

  1. As an installer, I want a placeholder that will show detailed Adders/Discounts and not only the total sum

    "Detailed Adders"
    When used, it should transpose the line items (name of adder) and associated cost

    "Detailed Discounts" to work in the same way

    1 vote

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    Under review  ·  0 comments  ·  Document Management  ·  Admin →
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  2. Additional Timeline Payment Step Placeholders/Text box placeholder

    Client requesting additional payment step placeholders for document creation

    Installation step payment

    Activation step payment.

    Also requesting a text box placeholder for unique information to be typed in and added to individual projects.

    1 vote

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  3. As an installer I would like to be able to download Docusign documents separately even if they were originally sent together in one envelope

    As an installer I would like to be able to download Docusign documents separately even if they were originally sent together in one envelope. Each document should be able to be downloaded individually once signed

    1 vote

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    In Progress  ·  0 comments  ·  Document Management  ·  Admin →
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  4. As an installer, I'd like to be able to segment my document templates based on financial type

    Create a checkbox for:
    Cash
    Loan
    PPA/Lease

    So that only these apply to specific financial options

    1 vote

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  5. As an installer, I'd like to apply to only a specific document template to a specific design option type.

    We'd like to be able to apply only selected document templates to selected options

    E.g.
    HVAC only design = HVAC only Document template

    1 vote

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  6. Lease payment with esczlator placeholder

    As a user I want a DocuSign placeholder for lease new payment amount that includes the inputted escalator amount

    1 vote

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  7. Add custom Placeholders and expanded standard placeholder list

    We need more custom and standard placeholder options in the Solargraf/Docusign integration.

    2 votes

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  8. Rename Panel Project placeholder to Module

    As users I want the panels project placeholder to be called Modules rather than panels.

    1 vote

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  9. Add Page Break functionality into document template

    Would like more control of how document templates are rendered.

    Provide the ability for me to insert an explicit page break into a document templae.

    1 vote

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  10. Additional Contract Placeholders

    Requesting the following additional contract placeholder fields:
    Payment Schedule
    ITC %
    Verbiage on initial and second monthly payments per each loan option if ITC is or is not paid down

    3 votes

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