Last Updated: 5th May 2025
Applies to:
- All users.
See how it works below:
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 Efficiency 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 any non-typical proposal costs, notes, products etc.
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 once generated, a) click on the Efficiency tab, b) then click on the associated building Efficiency tab and c) see: How to Use the Budgets (Overview).
Option 2: Manual Proposal Creation Steps:
Slower but offers a more step-by-step approach.
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Click on Add Option and follow the sequence as seen in the below image:
Note: Don't see anything or something is missing from the Existing Item dropdown? You will first need to add it to the customer energy profile.
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Then in the same popup box select the Activity as Upgrade.
- Then in the same popup box select the Type based on what you want the upgraded product to be.
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Then click on the magnifying glass icon to bring up the product selection popup
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In the product selection popup window, find and select the desired upgrade product.
Note: Don't see what you're looking for? See the article: Help Adding Products In An Opportunity. -
Click Add.
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Check over the budget. When happy, add this option to the proposal using the blue Add button on the option line.
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Click on the Proposals tab to preview the customer proposal.
This powerful new feature enables you quote and show savings and ROI for upgrading existing electric appliances – like swapping out resistive element hot water systems for heat pumps, or replacing old air conditioning units with modern, efficient systems.
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