3 posts tagged with "Customer Portal"

Most of the product looks different. Text fields, dropdowns, checkboxes, buttons, address lookups and almost every popup have been rebuilt to one consistent design, across the quote tools your customers use, the proposal editor, the Installer Portal, and the forms your customers complete when they accept. Nothing has moved in the sidebar, and quoting, pricing and CRM behaviour are unchanged. Two things do change underneath the new look: your team can send proposal and quote emails from their own address, and OpenSolar imports no longer arrive without roofs.

Proposals took most of the month. You can price a proposal from a list of line items, show the yearly savings and the return on them, and open with a proper cover page. Elsewhere, Extras moved out of the individual quote tools into one shared library, and your customers can find their paperwork in folders.

Proposals became something you can run from end to end this month: assign one to a customer, publish it, share it, and have them accept it in their portal. Finance options moved out of each quote tool into a single list your tools draw from. The Installer Portal also picked up a new sidebar, with quotes grouped under the tool that produced them.