Added Features

• TPO application management updates

• Cancel applications for GoodLeap
  GoodLeap TPO applications can now be cancelled directly in Solargraf. To cancel, open the application page for the selected product and click Cancel application under the application details. A new application can be submitted afterward if needed.

• Additional application details on submission
  When submitting EnFin, GoodLeap, or LightReach applications, the submission screen now shows a full summary of:

  • Financial details
  • Project details
  • Application details

• Total EPC payment on pricing matrix
  For EnFin, LightReach, and GoodLeap TPO products shown on the proposal, the pricing matrix now includes a Total EPC payment column for each rate option.

• Advanced proposal enhancements
  The advanced proposal editor now supports adding new charts and tables within custom sections, including:

• • Energy distribution
  • Payment comparison
  • Savings

• • Backed-up appliances
  • Cost
  • Materials list
  • Payments
  • Performance analysis
  • Savings comparison
  • Timeline

These additions provide more flexibility when building custom proposal layouts and allow for richer presentation options. Click here to learn how to use this feature.

• Dealer configuration: ability to copy settings to child companies
  Utility settings and document templates can now be copied from a parent company to a child company. This is done through Settings > Copy settings to dealers, where you can choose which document templates to copy.
• Rate Tier naming on Custom Tariff Builder
  Rate plan periods can now be edited for non-Genability utilities. For Genability-based utilities, period names remain read-only and continue to follow the tariff settings.

• New grid export data format options
  A new dropdown in Customize CSV provides additional options for handling grid export data:
  • No export
  • Export in a separate column
  • Stacked export values under import
   Timestamps, net usage, and separate import/export columns are now processed automatically based on the selected format.
  

• API enhancements for webhooks and proposal pricing
  The public API now includes a retrieve webhook endpoint for accessing webhook information, and the retrieve pricing endpoint has been expanded to return incentive and rebate details applied to a proposal.
  
  
• Project list: Additional filters for residential vs. commercial
  A new zoning filter is now available on the project page, allowing projects to be filtered by type: Residential or Commercial.

• DIY permit plan set enhancements
  • BOM table display: Option added to control whether the BOM table appears on the site plan page (PV-2) in the final permit plan set.
  • Building information display: Option added to display building details such as number of stories, occupancy class and type, and construction type on the PV-1 cover sheet. Information is auto-filled from the AHJ database but can be overridden at any time.

• Leads: New improved experience
  The leads page now includes a redesigned table view that makes it easier to scan lead details and perform quick actions such as editing, deleting, or creating proposals.

Other features

• Lock proposal theme
  The proposal theme can now be locked to light, dark, or system mode for all versions of the proposal. This setting can be found in Settings > Proposal & documents > Proposal default settings, under the Proposal theme section.

• Added ability to download the comparison chart
  Added the ability for both the homeowner and internal users to download the comparison chart as a PDF from the proposal webquote.

• Support has been added for the NYC Solar Property Tax Abatement incentive.

• An option has been added to opt out of credit gift notifications under Account Settings > Users > Notification Settings.