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December 2025

December is the month proposals became something you can find. Proposals now appears in the Installer Portal marked Beta, and you can build one from an Easy PV project instead of from scratch. Underneath it sit a pricing table you assemble line by line, followers so your colleagues get the notifications too, and a layout that holds up on a phone.

note

Compiled retrospectively from the changes released this month. It covers the most significant changes rather than everything.

Quote Tools​

  • A video in your welcome message. Turn on Include video on the welcome message your customer sees when they open a quote tool or a proposal, then either upload a video file or paste an address from YouTube, Vimeo or Loom.

Proposals​

  • Build the pricing table line by line. A pricing section holds items you write yourself, each with a description, images and a unit price. Set an item to a quantity your customer chooses and give it a minimum and maximum, or fix the quantity yourself. Item images can be shown or hidden.
  • Followers on a proposal or a quote. Add your colleagues' email addresses and the notification emails for that proposal or quote go to them as well as to your account's notification address. This is for your own team — do not add your customer's address as a follower.
  • Proposals work on a phone and a tablet. Both the proposal your customer opens and the editor you work in fit a small screen, including the price box.

Integrations​

  • Build a proposal from an Easy PV project. With Easy PV enabled under Connectors, choose Proposal Wizard, then Easy PV Proposal Wizard, to pull one or more Easy PV projects into a single proposal. You can also add an EasyPV Project block to a proposal you have already started. Roof designs arrive as a Roofs with sun paths block.
  • An OpenSolar connector. Turn OpenSolar on under Connectors to start an OpenSolar project from an instant quote, and to import project data into a proposal.

Email​

  • Three more emails you can word yourself. Proposal Notification Email, Quote Notification Email and Document Upload Notification Email join Email Content Templates on the Email screen, each with the variables that email can use. You can also change the subject, body and button wording as you send a quote or proposal.

Account and billing​

  • Roles for your team. Choose roles when you invite someone, and change them afterwards from your account's team settings: Admin, Users & Roles, Setup & Configuration, Analytics & Reporting, Data (All), Quotes (All), Quotes (Self-only) and Billing. The sidebar hides the screens a person cannot open, and Quotes (Self-only) limits someone to the instant quotes they created.