Introduction

New to Solargraf? Start Here...

Tailor Your Account

•  Account Setup

Read the Knowledge Base Article here:

• Tailoring Your Account.

 Managing Your Account

• Adding Users
• Roles & permissions

Read the Knowledge Base Article here:

• Best Practices to Managing Your Team in Solargraf

Creating Your First Proposal

• Pre-design
• Roof Design
• Solar Design
• Battery Design

Read the Knowledge Base Article here:

• How to: Create a New Drawing
• FAQ: 3D Design Tool

Proposal Management

• Managing Your Proposal

TPO Options

Read the Knowledge Base Article here:

• How to use: Propel (via Concert Finance) in Solargraf
• Send a LightReach TPO Financing application
• Send a LightReach battery only lease financing application
• Send a GoodLeap TPO application
• Send an EnFin TPO application

Sending Your Proposal

• Solargraf's All New Proposal

Read the Knowledge Base Article here:

• Solargraf’s advanced customization proposal experience: How To’s 
• The New Custom Proposal Tool

Closing Your Deals

Read the Knowledge Base Article here:

• DocuSign: How to Send a Document
• Document Placeholders
• Docusign: Troubleshooting

Connect with Us

Please see the Solargraf Community Portal for more of our Knowledge Base articles.

We encourage you to register for one of our weekly webinars with our expert trainers, where you will have the opportunity to ask questions.

For onboarding on the 3D Design Tool, please note there are two sessions:

• Part 1 Training – 3D Design Tool, troubleshooting

• Part 2 Training – Quote Customization, proposals, DocuSign, and other features.

To book in, select a date from the Webinar Schedule.

Head to the Support page on Solargraf to connect with our customer support team!

Live Support is available through Live Chat Monday - Friday, 8am - 6pm MST.
Call us at 1-888-997-1101 or email us [email protected].