Last Updated: February 2026
What You Need To Do:
After a) the opportunity has been created and b) you have completed setting up the customer's energy profile, you have two ways of creating vehicle electrification proposals:
Not sure how to generate an opportunity? - See Creating a Proposal – Start to Finish
Option 1: Automatic = The fastest way to generate your proposals. These are based on your typical costs and products. Automated Proposals can then be edited to cater for anything non-typical.
Note: For Automatic Opportunities to work, you need to first set up your automation settings found in the preferences section of the platform.
To see how to edit automated proposals a) click on the Electrification tab, b) then click on the associated vehicle electrification tab and c) see: How to Use the Budgets (Overview).
Option 2: Manual = Slower but offers a more step by step approach.
The below shows you how to generate the vehicle electrification proposals manually.
- Click on Add Option and follow the sequence as seen in the below image:
Note: Don't see anything or the vehicle/s you want to electrify is missing from the Existing Item dropdown? You will first need to add it to the customer energy profile. - Then in the same popup box select the Activity as Upgrade
- Then in the same popup box select the Type as Electric Vehicle
- Then click on the magnifying glass icon to bring up the product selection popup
- In the product selection popup window find and select the desired upgrade vehicle.
Note: Don't see what you're looking for? See the article: Help Adding Products In An Opportunity. - Click Add
- Check over the budget. When happy, add this option to the proposal using the blue Add button on the option line.
- Click on the Proposals tab to preview the customer proposal.
Note: You can repeat the above process to either add other vehicle electrification proposal options as well as providing more options for the same vehicle.
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