Insight Board

Multiple Sales Agents report that the checkout process freezes when customers select IPA financing for combined heat pump and PV bundle orders. The spinner appears after clicking 'Proceed to Payment' but the page never resolves. This only affects bundle orders — standalone HP or PV orders with IPA financing work correctly. The issue has been reproduced across Chrome and Edge on Windows. It appears to be related to the payment option aggregation logic when two separate IPA contracts (one per product family) need to be generated simultaneously.

The property assessment questionnaire requires too many clicks and page transitions. Sales Agents report that the multi-step wizard format with individual questions per screen slows down the Sales conversation. They want all questions visible at once with section navigation, similar to a long form.

SEPA direct debit mandates are not being generated correctly for PV orders that go through Febesol. The mandate template uses thermondo GmbH as the creditor instead of Febesol GmbH, which is legally incorrect.

The generated Offer PDF shows the wrong total amount when the 50% prepayment option is selected. The calculation appears to include the full system price rather than the discounted price after subsidy deduction. This affects customer trust and has led to confusion during Sales appointments.

Sales Agents and customers want the ability to compare payment options (3k prepayment, 50% prepayment, IPA financing) side by side during the offer presentation. Currently, agents must switch between tabs or scroll through sequential sections, making it hard to help customers understand the trade-offs between options.

The lead qualification form on the website crashes on Safari browsers (both macOS and iOS). Users see a white screen after filling in the property details section. This affects approximately 15% of our web traffic.

Add a 'Place Order Now' button/link to the offer email sent to customers. Currently, customers must call back or wait for the Sales Agent to initiate the checkout process. A direct link would allow self-service ordering and improve conversion rates.

The current subsidy (Förderung) documentation upload process requires too many steps and confusing instructions. Customers and Sales Agents struggle with which documents to upload, in which format, and where.

Sales Agents want keyboard shortcuts for the most frequent actions in the new Salesforce platform: creating a new opportunity, jumping to search, opening the next lead, marking a call as complete, etc. The legacy Manfred system had shortcuts that agents were very productive with.

Quote generation currently takes 8-12 seconds after clicking 'Generate Quote'. This creates an awkward pause during customer conversations. Target should be under 3 seconds.

The Offer PDF currently lacks product images. Sales Agents and customers want to see photos of the actual heat pump indoor unit, outdoor unit, and PV panels that will be installed. This improves customer confidence and helps them understand what they're buying.

Allow customers to reschedule their Sales appointment directly from the confirmation email or a self-service portal, without having to call the Sales team. This would reduce no-shows and free up Sales Agent time spent on phone rebookings.

Use AI to automatically score and prioritize leads based on property characteristics (building age, heating system, roof orientation, energy consumption) pulled from public and enrichment data sources. This would help Sales Agents focus on the highest-potential leads.

Customers who purchase PV systems want a dashboard to monitor their energy production, consumption, and savings in real-time. Currently, they rely on the inverter manufacturer's app, which doesn't integrate with thermondo's HEMS product.

Sales Agents who work long hours on the platform want a dark mode option to reduce eye strain. This is a widely requested quality-of-life improvement.