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Solargraf's new proposal experience

Published on 23 Dec 2024

Elevating Solar Proposals

In the competitive solar industry, the proposals that truly stand out are the ones which can convey a unique story while also building trust through clarity and engagement. With this in mind, Solargraf has rolled out a revolutionary new proposal experience designed to empower installers with limitless customization capabilities and the power to create stunning proposals with a single click.

Here’s a detailed look at how this update transforms the way solar proposals are created and shared.

Limitless Customization for Installers

The new Solargraf proposal experience equips installers with the tools to design proposals that truly reflect their brand and meet diverse customer needs. Here's what makes it stand out:

Customizable Templates

Installers can now create unlimited templates tailored to their specific requirements. Each template can be fully customized, enabling adjustments to:

      • Color schemes for brand alignment
      • Proposal elements which can be toggled on and off individually, such as graphs, images, or text sections
      • Custom text on sections, and the ability to design entirely new sections containing text, images, or videos from scratch
      • Layouts of certain sections, offering flexibility in design and the ability to fine-tune the level of detail

Dynamic Section Control

Templates aren’t just about design—they’re also about function. Installers can arrange and control the visibility of sections across both web-based proposals and printable PDFs. For example:

      • Shorter PDF versions can be created for concise presentations.
      • Expanded web versions can showcase detailed insights.

Seamless Preview Across Devices

Customizations can be instantly previewed across various platforms, including desktop, tablet, mobile, and PDF, ensuring the proposal looks professional and engaging wherever it's accessed.

Reusable Templates

Once satisfied, templates can be saved and applied to multiple design options on projects, streamlining the proposal creation process. Additionally, installers can:

      • Use Solargraf's default template for a quick start
      • Clone existing templates to create variations without starting from scratch
      • Apply new templates to past projects, so even earlier proposals can use the latest template designs

Enhancing the Homeowner Experience

A well-crafted proposal isn’t just a tool for installers—it’s a way to wow homeowners. Solargraf’s new proposal experience focuses on creating an interactive and informative journey.

Light Mode and Dark Mode

Homeowners can toggle between light and dark modes, making it easier to view proposals in different lighting conditions.

Interactive Features

Proposals now include interactive elements to engage homeowners:

      • Hover over graphs to see precise values
      • Toggle between monthly and annual charts

Explainer Sections

Educational content is built into proposals to help demonstrate to homeowners how they stand to benefit. This includes:

      • Advantages of going solar and adding a battery
      • Detailed insights for specific products like Enphase, enhancing trust and transparency

Improved Navigation

Navigational tools have been added to the proposal to allow homeowners to either go page-by-page or jumpt to specific sections.

Customizable Design & Financing Options

Homeowners can explore various design and financing options, giving them more control over their solar investment.

Why This Matters

The new Solargraf proposal experience redefines the standard for solar proposals. By enabling installers to tell their unique story and providing homeowners with an engaging, intuitive, and informative proposal, Solargraf ensures that every interaction leaves a lasting impression.

Whether you’re a seasoned installer or a homeowner exploring solar solutions for the first time, it's designed to simplify decision-making while showcasing the endless possibilities of solar energy.

Are you ready to transform your proposals and wow your customers? Dive into the new Solargraf proposal experience today and see the difference!

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