832 results found
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Need to have a basic template for Leads page.
Need to have a basic template for Leads page.
1 vote -
Remove calendar pop up on automatic usage rates section. Or at least toggle on/off switch.
Remove calendar pop up on automatic usage rates section. Or at least toggle on/off switch.
1 vote -
Need to be able to make appt date and follow up actions on Leads section.
Need to be able to make appt date and follow up actions on Leads section.
1 vote -
Have more Financing partnerships that will work with smaller businesses
Have other partnerships excluding Goodleap, Mosaic, Dividend and SF that work with new businesses and start ups so that more loans can be offered to home owners.
1 vote -
Support larger commercial systems
Improve the capacity of the drawing tool for commercial designs.
23 votes -
Add Bank Account Option for Solargraf Account Payment
Allow for bank accounts to be added, not just debit/credit cards. Debit cards have a limit that can be spent in one day and if you have over 5 permit sets to order, you will hit that limit and nothing else will be able to be spent on the card for that 24 hour period which can cause issues if it is a company card.
1 vote -
8 votes
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Annual Usage on Webquote and Utility Settings does not match
Entering data is difficult. To enter annual usage is not very user-friendly and it does not match when he enters the monthly information.
1 vote -
Create custom field in Projects page
I am in need of creating custom fields in the project page for each new project/Lead. How can I make a custom field?
2 votes -
Option to apply new default Project Timeline to existing projects
the option to modify previous projects when adding a new default project timeline
1 vote -
Simplify homeowner credit application for goodleap
to improve homeowner credit application for goodleap.
- The homeowner credit application for Goodleap should be easier. It has too many options available, and it is a lot better to use the lender's portal
1 vote -
Need to have required GoodLeap information in SG for Financial Analysis. If not in soon, will need to use another Product, as GoodLeap requi
Need to have required GoodLeap information in SG for Financial Analysis. If not in soon, will need to use another Product, as GoodLeap requires this.
1 vote -
Company stats page to reflect projects from date selected and status
The filter under 'Company Stats' does not take you to the corresponding project list within a selected time range. I need to see a list of how many projects I sent last week. I would think that would be a flaw that would just needed to be fixed. We are basing our company on this software integrations with salesforce and we are not sure Solargraf will do what we need.
2 votes -
Add GreenBank as a commercial project lender.
Add GreenBank as a commercial project lender.
1 vote -
Faster turnaround for PAAS
Users want a better proposal service by:
-Shortening the turnaround to under 1-hour
-Making the order form easier to fill out
-Simplifiying design revisions3 votes -
post idea ui experience is bad
your develop server is accessible publicly, plz change it
1 vote -
Have a setting to block the creation of duplicate addresses in Solargraf instead of only showing a warning about them.
Have a setting to block the creation of duplicate addresses in Solargraf instead of only showing a warning about them. The account owner needs to control this so sales reps do not create competing proposals within the same company (which they are currently doing and would not stop).
1 vote -
Livechat box blocks the entire left side of my screen
How I am supposed to get good customer service when the chat box blocks the entire left side of my screen.
1 vote -
Solar Loan proposal-- Top of page add in :show incentives and net Solar cost
When displaying the loan proposal .. the top part shows Loan amount , interest rate, payment etc ... but it does not display deduction of incentives ( Tax credit etc ) This causes problems 1) it makes price look inflated because not showing incentives and net solar cost after incentives. 2) Since this section not show incentives it also creates problem when trying to explain the tax credit $ --- which is not displayed in this section needs to be reinvested in loan in 18 months ... hard to have customers acknowledge this on a $ that is not even…
1 vote -
Ability to add Custom Stipulations ie tree trimming or removal ,etc
We need to add in custom terms and conditions or stipulations on solar proposal Many times our proposal solar financial calculations is based on tree trimming or removal , electric panel upgrade , etc . Many times the customer wants to hire there own tree guy or electrician etc We need to be able to add this stipluatiion as we design the proposal perhaps a section below the solar layout labeled "Stipulations".--Stipluations should be visible to customer. This way if the customer does not trim or remove trees that cannot complain about solar production or say they were not told…
1 vote
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