Settings on quotes and proposals, product surcharges, and a clearer electricity bill step

Instant quotes and proposals use Settings for contact, address, and project linking. Pricing models can add Product surcharges on catalogue lines. Residential and commercial solar quotes ask for annual consumption first on the electricity bill step, with a quick cost check and clearer rules when EV or heating loads exceed the total.

New

• Product surcharges in pricing models. Add a Product surcharges block (on its own or inside a cost group). Each row picks a catalogue product and adds either a fixed amount per unit or a percentage of that product’s catalogue cost × quantity. Optional conditions skip the block when they are not met. Simulation and live quotes show manufacturer and product name on each surcharge line.

Improved

• Settings on instant quotes and proposals. The top-bar control is Settings (replacing Recipient). Open it for contact details, address, and to link or clear a project. The linked project appears as soon as you open the editor.
• Electricity bill on solar quotes. Annual consumption comes first, with clearer residential copy. After you enter a unit rate or annual cost, an info box shows the implied p/kWh or £/year and warns if the rate looks unusually high compared with your account defaults. Standing charge sits below that insight. If EV or heating kWh overrides would exceed the stated annual total, you see an error and cannot continue until the figures match — the tool no longer reduces the total for you when those loads change.