This article highlights recent Solargraf Public API updates for installer IT integrations.

Overview

The Solargraf Public API provides a comprehensive suite of endpoints designed to automate solar project operations—from lead ingestion and project creation to design, pricing, proposal management, and financial modelling. These APIs streamline workflows across sales, design, and operations teams, enabling seamless integration with CRMs, ERPs, and internal tooling.

The API spans multiple domains including projects, proposals, financing, materials, documents, webhooks, company management, and more.

Recent enhancements significantly expand automation capabilities by introducing advanced document retrieval, financial data access, detailed roof insights, and new CRUD endpoints for managing project-level extra costs and discounts.

This article explains the value of these enhancements and provides guidance on how to use them in real-world integrations.

CRUD operations for extra costs & discounts

Relevant endpoints – Create extra cost/discount , Delete extra costs/discounts , List extra costs/discounts

Extra costs (e.g., permit fees, travel costs, complexity adjustments) and discounts (e.g., promotional offers, goodwill credits) are essential elements of proposal pricing.

These endpoints allow integrators to create, update, retrieve, and delete extra costs and discounts associated with a project’s pricing and proposal.

By managing them via API:

• Sales teams can apply pricing adjustments directly from CRM
• Organizations can ensure consistent pricing rules across regions
• Internal tools can automatically apply adders or discounts based on business rules
• Manual data entry errors are reduced

Use cases

• Programmatically apply discounts when a sales manager approves an exception
• Sync ERP pricing changes into Solargraf proposals
• Remove outdated fees or promotions using DELETE operations

Retrieve roof summary

Relevant endpoint – Retrieve roof summary

This endpoint returns structural roof information such as number of roof facets, obstructions, pitch, azimuths, and other site characteristics.

With this endpoint, 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

Retrieve documents

Relevant endpoint – Retrieve documents

This endpoint returns all documents sent or signed on a project along with their status history, including client details, send and sign dates, DocuSign envelope URL, selected proposal, and selected financial option.

With this endpoint, organizations can:

• Sync signed agreements into contract management systems
• Monitor envelope status programmatically
• Trigger automated internal project kick-off workflows

Use cases

• Pull latest sent and signed contracts to sync with CRM systems
• Download signed contracts automatically for operational workflows

Retrieve financial options

Relevant endpoint – Retrieve financial options

This endpoint returns the available financing options and related configuration for a project/proposal so integrations can keep financing selections in sync with external systems.

With this endpoint, 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

Use cases

• Sync a project’s selected financing option back to the CRM opportunity record
• Populate a financing dropdown in an internal sales portal using live project data

Generate shade report PDF

Relevant endpoint – Generate shade report PDF

This endpoint generates a PDF shade report that can be retrieved programmatically and shared or archived as part of downstream sales, design, and permitting workflows.

With this endpoint, 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

Use cases

• Generate a shade report after design completion and push it to a document repository
• Include a shade report PDF in an automated proposal package workflow