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Creating a Proposal – Start to Finish

It's never been easier to create amazing solar, battery and electrification proposals. See how in < 3 minutes.

Last Updated: 18th November 2024

Applies to:

  • Solar Installer users
  • Enterprise users

What You Need To Do:

  1. Click the + Opportunity button in the top-right corner of the screen.
    SettingUpProposal_20241118_01
  2. 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. If you'll be doing building or vehicle electrification in the proposal click on the edit site icon to open the Energy Profile - Site Settings popup.
    SettingUpProposal_20241118_02
    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.
    SettingUpProposal_20241118_03-1
    Note: If this button is greyed out / you are not able to click on it, go to your preferences and configure your automation settings.

    The software will then create your proposal automatically! 😎

    Below: Automatically generated proposal in 3d Consultative View:
    SettingUpProposal_20241118_04
  5. 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:
    SettingUpProposal_20241118_05

    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.