Creating a Proposal – Start to Finish

Last Updated: February 2026

Last Updated: February 2026

 Steps to Create a Proposal:

1. Click the + Opportunity button in the top-right corner of the screen.
   
   
   
2. Enter Electricity Bill Details 
   Enter electricity bill details, and then click Create 
   
   
   Note: Create can only be selected once all mandatory inputs (marked with '*') have been input.
3. Optional: Edit Site for Building or Vehicle Electrification
   If electrification or energy efficiency will be included in the proposal, go to the relevant tabs and click the edit site icon to open the Energy Profile – Site Settings popup.
   
   Enter in mandatory information into all relevant tabs, then click Save changes.
   See here to understand more about the customer energy profile.
4. Generate Automatic Proposals
   Click the Generate automatic proposals button on the top-right-hand side.
   
   
   Note: If this button is greyed out or cannot be clicked, go to preferences and  configure automation settings (requires Admin privileges).
   
   Your proposal will then be created automatically! 
   
   Automatically generated proposal in 3d Consultative View
   
   
5. Tweak and Share
   Tweak proposal (if required) and share it with the customer by clicking Share All.
   Note:  The customer can only receive the proposal if an email address is entered or if a proposal link is copied into an email. To check, edit, or add the customer’s email address, see below. Things You May Want to Tweak before Sharing

1. 1. For solar: Add solar areas to the property and then panel layouts in the proposal.Recommended Article: Creating a Solar Design and Proposal (Overview)
   2. Add alternative product options.
      Recommended Article: Create Solar Options With Different Products 
   3. Edit of the pricing and control what quote line items the customer sees in your solar proposals.
      Recommended Article: How to Use the Budgets (Overview) 
   4. Set the proposal options to either indicative (Customer call to action = 'Request Quote') or non-indicative (Customer call to action = 'Accept and Sign Proposal).
      Recommended Article: Indicative and Non Indicative Proposals
   5. Create different solar power sizes using power targets.
      Recommended Article: Create Different Solar Size Options 
   6. Toggle Switching.
   7. Edit default payment options 

Congratulations! You’ve created your first proposal!

Did you know: You can see when the customer has viewed your proposal and what options and how many times. Our Customer Proposal Insights page tells you how it works.