Creating an EV Charger Proposal (Overview)

Last Updated: 16th March 2026

Applies to:

What You Need To Do:

After the opportunity has been created follow the below steps:

Not sure how to generate an opportunity? - See Creating a Proposal – Start to Finish

On the Energy Profile tab - Click on the Fuel tab.
Then click on the blue pen icon.
Add a Vehicle
Click on the Vehicle button in the top left and fill in the details below.

Copy in the below settings then click Save Changes
1. Label = EV Charger
2. Class = Hatchback
3. Fuel Type = Diesel
4. $/Litre ($ Inc GST) = $0.01
5. Average Daily Travel (km/day)* = 1
6. Car Home Time* = Sometimes
7. Current Value ($ Inc GST)* = $1
8. Maintenance ($ Inc GST)* = $1
9. Quantity = [Number of chargers you want to include in the proposal]
Click on the Electrification tab
Click on Add Option and then, select the Existing Item that includes 'EV Charger', then click on Next:
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 EV Charger.

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 product options for the same EV Charger.

This overview will show you how easy it is to create EV charger proposals. These proposals can be used stand-alone or combined with solar, battery, and building electrification proposals.