Creating a Proposal – Start to Finish

Last Updated: February 2026

 Steps to Create a Proposal:

1. Click the + Opportunity button in the top-right corner of the screen.
   
2. Provide Electricity Bill Details
   Either :
   1. Drag-n-drop a customers pdf bill then select the customers phase (this can not be known off the bill unfortunatly!) then click Create, or
   2. Enter electricity bill details manually 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, click the edit site icon to open the Energy Profile – Site Settings popup.
   
   
   Enter in mandatory information into all relivant tabs, then click Save changes.
   See here to understand more about the customer energy profile.
4. Click the Generate automatic proposals button on the top righ hand side.
   
   Note: If this button is greyed out / you are not able to click on it, go to your preferences (requires Admin privileges) and configure your automation settings.
   
   Your proposal will then be created automatically! 😎
   
   
   Automatically generated proposal in 3d Consultative View
5. Tweak & Share
   Tweak proposal (if required) and share with the customer by clicking Share All.
   Note: The customer can only get the proposal if you enter their email or if you copy a proposal link out into your own email. To check / edit / add the customers email address entered ,see below:
   
   
   
   Things you may want to tweak before you share the proposal with the customer:
   
   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.