Why we created The Express Editor

In traditional sales workflows, even minor design changes such as adjusting panel layout, or modifying battery size often require coordination with the design team creating delays during homeowner discussions and impacting close rates.

Express Editor addresses this challenge by enabling salespeople to make select adjustments themselves, in real time, during homeowner consultations.

The capabilities listed below are available only to users who have enabled the ‘Use enhanced proposal format’ toggle. You can change this setting in your user preferences.

How it works

The process begins with the designer (Solargraf user or Admin) creating a Max Fit system design that includes all required panels and battery options. Certain panels can be marked as "ghost" panels, which are excluded from offset and financial calculations, providing flexibility for scenario planning.

Once the proposal reaches the salesperson, they can:

• Adjust the number of panels based on homeowner preferences.

• Update battery specifications (manufacturer, model, or quantity).

These changes are reflected instantly in the summary panel, which recalculates the system size, consumption offset, and other key financials. The bill offset value is also dynamically updated once changes are applied.

How to configure the Express Editor

• Create or open a design
  You can create a new design or access an existing one. Make sure to have a design that includes more panels than you initially intend to present so that you can make use of the ghost panel feature.
• Identify ghost panels
  Once the panels have been placed in the solar design, use the G icon to select which panels are ghost panels.
  
  
  
• Save your changes.

How to use The Express Editor when presenting

• Go to the web-quote of the proposal for which you've established the ghost panels.

• From the navigation bar, click the Presentation button.
  
  
  

• Once the proposal opens, click the left panel to access the Express Editor.
  
  
  
• Here you can mark panels as “ghost” (excluded from offset/financials),
  
  

• or update battery details (manufacturer, model, quantity).
  

• Once the modifications have been completed for Solar or Battery click on Apply changes to save the new proposal.
  

Keeping the homeowner in the loop

As changes are made, the proposal panel can be collapsed to review the updated summary, giving both the salesperson and the homeowner a clear view of the current design and financial impact.

Finalizing the proposal

Sales iterations can happen as many times as needed. Once the homeowner is satisfied with the system configuration, they can sign the proposal directly, at which point a signed agreement link is generated with the most recent changes locked in. Installers can also mark a design as “signed” from within the proposal if they do not wish to use the e-signature option.