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Solargraf Features


Solargraf Features

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  1. Instead of having to go into the "financial options" menu on the overview page of the project to import products, client would like there to be a drop down within the "edit proposal" menu that displays the financial options available and products that can be imported. Says that reps regularly forget that they first need to import them via the financial options menu. They go straight to the "edit proposal" button.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  2. "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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  3. As an installer I would like to be able to set up discounts as follows - 10% discount calculated after subtracting the dollar-based discounts first, like this:
    ($29,600 – $1,016 – $370) × 10% = $2,821.40

    Basically I want percentage-based discounts being calculated on a net price after other dollar-based discounts.

    1 vote

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    0 comments  ·  Others  ·  Admin →
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  4. 1 vote

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  5. As an installer I would like to be able to create Performance based custom incentives in Solargraf.

    $0.27 per kWh produced in year 1 based off of the proposals year 1 projections.

    For example: system will produce 10,000 kwh’s in year 1 and they will get a rebate of $2700

    1 vote

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    0 comments  ·  Incentives  ·  Admin →
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  6. I want the ability to hide a PPA discount in the same way we can hide extra costs as a line item. This is due to PPA lender Participate energy needing it hidden from the proposal.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  7. Client requesting the ability to add specific months of appliance usage to consumption profile in the utility tab.

    Example: Illinois pool usage is seasonal. Client currently has to extrapolate usage for pool pump/heater active seasonally and average it to 12 months.

    Client would like to minimize the clicks for this by being able to input specific months of usage.

    1 vote

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  8. Homeowners often aren’t aware that multiple financing options are available in the proposal. Making the cash vs financing toggle more visible, especially within the payment or detailed proposal section, would help customers better understand their options and reduce confusion around pricing and payments

    2 votes

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    0 comments  ·  Financing  ·  Admin →
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  9. Installers would like a simplified workflow that allows them to manually enter system size without needing to create a full system design.

    This would be useful for early-stage proposals or quick estimates.

    1 vote

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  10. As an installer I would like Solargraf to add an incentive for Sungage loans with an "effective" Federal ITC of 25%. That incentive includes 25% plus an additional $5000 in NY.

    1 vote

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    0 comments  ·  Incentives  ·  Admin →
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  11. 1 vote

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  12. Want to be able to know when LR agreement is signed by HO and pull via API into CRM.

    1 vote

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  13. Add an “Approve for stamps” button to the Permit Order page.
    Currently, users must submit a revision and leave a note, which creates extra steps and confusion, particularly for new users.

    2 votes

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  14. Allow manual step-by-step 3D roof modeling alongside automated rendering.
    In the previous design flow, users could either use the Wizard or complete each modeling step manually. Some users preferred the manual approach and did not rely on the Wizard.
    Because the user associates Render 3D with the old Wizard experience, they feel they’ve lost control and now have to spend more time correcting automated results.

    2 votes

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  15. As an installer, I would like to be able to move LiDAR data points beyond the current limits when they don’t align with the building in the imagery.
    This would allow for more accurate roof modeling when LiDAR data does not match the underlying image.

    1 vote

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  16. Came from a enterprise lead.

    They defer escalation for 5 years

    M0 - M60 0%
    M61 - M360 2.99%

    SG logic only allows 1 x escalator for full term

    Ideal would be to add an additional box with deferment

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  17. 1 vote

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    0 comments  ·  Incentives  ·  Admin →
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  18. Make a toggle on the proposal template to remove cents from the proposal.

    For example:

    Monthly savings: $127.34 to just Monthly savings: $127

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  19. As an installer, I would like to be able to convert a design option from System expansion back to New system.

    Currently, an option can be changed from New system → System expansion, but this change is one-way. Once an option is set as a System expansion, it cannot be converted back to New system from within the project.

    Allowing bidirectional conversion would reduce rework and confusion.

    1 vote

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    Under review  ·  0 comments  ·  Proposal  ·  Admin →
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  20. As an installer, I would like to generate required “Solar Energy System Supporting Information” forms directly in Solargraf.
    This would allow system details to be automatically populated and included with contract documents, reducing manual data entry and errors.

    1 vote

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