As solar businesses continue to scale, the need for seamless system integrations and automation becomes increasingly critical. Solargraf's latest Public API enhancements are designed to support exactly that—enabling teams to streamline workflows across design, pricing, proposal management, and financial modelling.
The Solargraf Public API spans multiple domains including projects, proposals, financing, materials, documents, webhooks, company management, and more. These recent enhancements significantly expand what's possible—introducing advanced document retrieval, financial data access, detailed roof insights, and new capabilities for managing project-level pricing elements.
Smarter Pricing Automation
With enhanced API support for pricing adjustments, pricing elements such as extra costs and discounts can be dynamically managed through integrations. Discounts can be triggered automatically once a sales manager approves an exception, ERP-driven pricing updates can flow directly into active proposals, and expired fees or promotions can be removed programmatically—ensuring proposals always reflect current business rules without manual intervention.
Organizations can:
- Apply pricing adjustments directly from a CRM
- Enforce consistent pricing rules across regions
- Automatically add or remove fees based on business logic
- Reduce errors caused by manual entry
Faster Pre-Design Decisions
Detailed roof summary data allows workflows to begin with validated site inputs by analyzing roof facets, pitch, and obstructions upfront. Design readiness can be assessed automatically before initiating workflows, while engineering parameters can be preconfigured within internal tools—reducing back-and-forth between sales and design teams and enabling faster project progression.
Organizations can:
- Enable pre-design automation by validating roof complexity before triggering design workflows
- Auto-preconfigure engineering or design parameters in internal tools
- Reduce back-and-forth between sales and design teams
Streamlined Document Workflows
API-driven document retrieval enables seamless visibility into project documentation and status. Signed agreements—including DocuSign envelope URLs, client details, and send and sign dates—can be automatically synced into CRM or contract management systems, document status can be tracked programmatically, and downstream workflows such as project kickoff can be triggered immediately after completion, eliminating manual follow-ups and delays.
Organizations can:
- Sync signed agreements into contract management systems
- Monitor envelope status programmatically
- Trigger automated internal project kick-off workflows
Financing Visibility and Control
Access to selected financing options ensures alignment across systems and improves data accuracy throughout the sales process. Financing selections can be synced directly back to CRM opportunity records, validated before proposal generation, and surfaced dynamically within internal sales tools—such as populating a financing dropdown in an internal sales portal using live project data—to ensure consistency and reduce manual entry.
Organizations can:
- Display the same financing options in a CRM or internal quoting tool
- Validate that the correct option was selected before sending or generating documents
- Support reporting on financing selections across projects
Automated Shade Report Workflows
Shade report generation can be fully integrated into post-design workflows, ensuring consistent documentation without manual effort. Reports can be generated as soon as a design is completed, pushed to centralized repositories, attached to CRM records, or included in automated proposal packages—standardizing delivery and improving operational efficiency.
Organizations can:
- Automatically generate and store shade reports alongside other project documents
- Attach shade reports to CRM records or send them via email workflows
- Standardize shade documentation across teams without manual downloads
Conclusion
Solargraf's API capabilities enable teams to automate critical workflows, connect systems seamlessly, and maintain accuracy across pricing, design, and documentation. Spanning domains from webhooks and company management to materials and financing, the API provides the building blocks teams need to reduce manual effort, improve data consistency, and scale operations efficiently—while delivering a faster, more streamlined customer experience.
