16 posts tagged with "Integrations"

A proposal can now carry more than one payment schedule, so the deposit and the stage split can differ depending on which finance option your customer picks. Contacts hold as many addresses as you need, each with its own map pin. The Hardware Catalogue has been rebuilt underneath: two people can work in it at the same time without overwriting each other, and deleting or archiving anything now tells you what it is used in before it goes. Two fixes are worth knowing about: the Savings step in the Heat Pump Quote Tool could fail for your customer on some accounts, and turning off a package price override did not put the calculated price back.

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.

HubSpot's Leads now work alongside contacts and deals. A quote or a proposal can be linked to a deal, a lead, both or neither, quote events can create a lead for you, and a linked lead picks up mapped fields, notes and stage moves. Leads need Sales Hub Professional or Enterprise; without them, contact and deal sync carry on exactly as before.

This one matters if you send proposal data somewhere else. Every proposal webhook event now carries the price before any grants are deducted, ex and inc VAT, alongside the price your customer pays. The same two figures can be mapped onto a field in HubSpot, GoHighLevel or Zoho. If you do not use webhooks or a CRM connector, nothing changes for you.

A quote or proposal now syncs to the CRM records you have linked to it, rather than to whatever it once exported. Auto-create is separate: it decides whether a new deal is made, and a record you linked keeps receiving its amount, field mappings, notes and stage moves either way.

Zoho and GoHighLevel catch up with HubSpot on field mappings, so you can push more of a quote or proposal into your CRM. Instant quotes also gain the CRM linking proposals already had: link a quote to a deal or opportunity, and choose which quote events move it through your pipeline.

Your CRM settings now keep the quotes your customers run apart from the quotes you run yourself, so the two can land in different pipelines with different owners. Proposal sync has also changed shape: a proposal event updates a CRM record you have linked to it, and never creates a new deal on its own.

Setting up a CRM connection no longer happens in a cramped dialog. HubSpot, GoHighLevel and Zoho each have their own settings page, reached from Connectors under Settings, and pipelines, stages and owners are chosen from live lists pulled from your CRM instead of typed by hand.

The emails your team receives when a quote, proposal, or service plan agreement moves have been rebuilt. Details are grouped into labelled sections, fields with nothing in them are left out rather than printed as "Not provided", and quote notifications now say whether the quote was built by your customer or by someone in the Installer Portal. Nothing your customers receive has changed.

July went to the numbers your customers see. The Boiler Upgrade Scheme oil and LPG uplift is always applied now, and solar output figures follow the panel wattage of the package your customer picks. Heat pump proposals gained a floor-plan view of which emitters change in which rooms, Proposals came out of beta, and Cal.com joined the connectors.

May shortened two things that had grown long: the boiler journey your customer walks through, and the amount of hand-work in a proposal. Boiler quotes now cover the current and the new boiler in one step each, wizard imports can land in a proposal you are already editing, and the CRM connectors stopped raising records for people who have only picked a package.

March went to proposals. You can start one from instant quotes you have already produced, price it with blocks that pull hardware straight from your catalogue, and set out the property, its EPC and the grants on offer without writing any of it by hand. Acceptance moved too: every quote tool now has a single Acceptance screen in place of the old Deposit and Calendar screens.

February adds a quote tool for boiler replacements, built the same way as the rest: your customer answers questions about their property, picks a package and leaves their details. Proposals pick up the two things that made them awkward for solar work — you can build one from an instant quote you have already run, and your customer can choose a finance option and see the repayments. Your Hardware Catalogue also learns to read products out of manufacturer datasheets.

January is about not starting a proposal from a blank page. Save a proposal, or a single block of one, as a template and reuse it, or let a wizard build the proposal for you from OpenSolar projects or from the PDFs a supplier already sent you. The pricing table underneath all of it became a proper editor, with adjustments you can set per group or hand over to one of your Pricing Models.

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.

October was mostly about quoting for your customer rather than waiting for them to do it themselves. You can build a quote in the Installer Portal while they are on the phone, change what they see, and send them a link with a message from the person they spoke to. Alongside that, the Solar Quote Tool started reading better roof data from the map, and Pricing Calcs arrived for the times you only need a price.