832 results found
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Option to disable decimal points on financing Options
Have the option to disable decimal point on financing options, payments need to match lenders contract and the lender only round up or down. Please enable the option to remove decimal points on loan payments.
2 votes -
Please put "Contract" in the header/footer for Sunlight Requirements
Sunlight Financial is rejecting my clients signed proposals because they do not say "Contract" on the header/footer. It says "Solar Proposal" at the top of each page. Please change it to "Solar Contract" to satisfy Sunlight Financial requirements.
2 votes -
Change "proposal" terminology on webquote for lender
Need Contract not to say Proposal on it for lender.
3 votes -
Wanting to show 25 production of system.
Wanting to show 25 production of system.
1 vote -
Tax implications of WFH on savings (deduction on taxes)
The option to account for savings for those who Work From Home who claim there home office as a business expense.
1 vote -
Allow for no-metering in utility settings
Allow for the ability to add or remove certain columns in the Month-by-Month details on the proposal.
Our state doesn't have net metering credits so it shows up as 0 causing customer questions.
1 vote -
Hide Panel Type
Allow option to hide equipment type. With supply chain issues as of late, we could end up changing out the panel type before construction. Most customers don't care what type panel so why introduce a name to them at this point in the sales funnel?
1 vote -
have the option on Project Timeline to calculate steps based on % of TOTAL project cost
Currently SG's timeline calculates the % of the timeline based on the project price - any other fixed amounts from the other steps.
The user needs to have the option on the Project Timeline to calculate every % step based on the % of TOTAL project cost without the fixed costs playing a factor.2 votes -
Proposal GPM Report & Material & Labor
think it would be a good idea to have within a proposal a section where we can see out material and labor costs to the company to make sure that we are hitting our company gross profit margin marker. A cross-reference, our cost vs customer cost.
1 vote -
Integrate a new contract onto Solargraf
I want the contract to autofill the relevant info from the Soalrgraf proposal (example name address , system size etc
1 vote -
Send proposals straight from search page
Bypass going to the project page in order to send a quote. Gve the user the option to send email quote without having to click into the project, wait for the preview to load, wait for send to load, and then click send.
1 vote -
Add an option for default documents (e.g. company presentation) that applies to all proposals
Add an option for standard docs (e.g. company presentation) that are set by default on the company settings and applies to all proposals under the 'Project Files' section of the project page.
2 votes -
Add pictures to materials
I would like to be able to add pictures to materials in a project
1 vote -
Change Quantity to Complete Set to Racks in Materials
In the Racks in the materials section of a project. I would like the option to change from Quantity to Complete set so the customer doesn't think they're getting 1 rack.
1 vote -
Make changes to 'About Us' section retroactive
Make changes to "About Us" in "Quote Customization" applicable to projects created prior to the changes. We are one of your oldest subscribers. We are an Enphase Gold Installer. We have a heavyweight account. Please fix this immediately.
2 votes -
Multiple Automatic Usage Utility rates to a project (Multiple meters per utility settings)
I would like to be able to add multiple automatic usage utilities to a single project. working on multiple projects right now that have 2, even 3 different meters.
7 votes -
Revision button on proposal orders
Currently, I have to call in to get changes to a proposal I have ordered. It would be nice if there was a revision button I could utilize on a proposal order when a customer changes their mind. This happens frequently and I have to call in to make changes.
1 vote -
Have more than 1 email template in Company Settings
Have more than one email template which will allow us to more efficiently serve our customers
2 votes -
Customize company utility settings to have different utility options at different project locations
Customize company utility settings to have different utility options at different project locations
2 votes -
We would like to use solargraf with Autocad.
We would like to use solargraf with Autocad. We have an engineer on our team who will be doing the CAD design for us
1 vote
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