27 posts tagged with "Proposals"

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.

The coverage areas you draw in Business Details now apply to every quote tool, not just solar, so an address outside your area is declined at the address step before a quote starts. Alongside that, the labels popup stays on screen on a narrow window, the date range picker on your Dashboard fits two calendars, and you can change who a proposal is prepared by again.

If you build heat pump proposals from a Spruce Eco survey, the savings and CO₂ figures your customer reads are now worked out across both efficiency assumptions the survey itself uses: the manufacturer's seasonal efficiency and the MCS seasonal performance factor at your design flow temperature. The cautious end of each range is more cautious than it was.

Editing a pricing model under Pricing Models is easier to read. The controls for expanding and deleting a block sit together beside the block name, and the number fields in the Pricing Calculator are sized to their values instead of stretching the width of the panel. Adding and editing a block in a proposal now happens in a wider window.

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.

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.

Downloading a proposal as a PDF gives pages that match the proposal. Content no longer bleeds from one page onto the next, the file ends at the last real page instead of trailing blanks, and a proposal containing roofs and sun paths lays that section out for print.

Heat pump proposals built from a Spruce Eco survey now treat underfloor heating you are keeping the way the survey recorded it. The retained output and the share of demand it meets match the survey's own figures, and a zone covering several rooms is credited in each of them rather than only the first.

Running a quote on a phone or tablet now behaves much more like it does on a laptop. The drawing canvases fill the screen and respond to pinch zoom on iPhone and iPad, number fields accept decimals, and headings and spacing scale down so less of the page is wasted.

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.

The Commercial Solar Quote Tool is now something you can have added to your account. Alongside it, battery packages built around an all-in-one inverter-battery can grow with expansion packs instead of a second unit, there is more you can say about a package before your customer picks one, and proposals gain an accreditation cards block.

A heat pump proposal now says plainly how much of the property's heat demand the proposed emitters cover: for the whole property in the system design section, and for each floor above the room-by-room breakdown. Pulling a Spruce Eco survey into the proposal in the first place is quicker too.

Heat pump proposals built from a Spruce Eco survey now handle designs that use more than one heat pump, or more than one cylinder. The room-by-room emitter comparison is more complete too: a room surveyed as several linked parts is treated as one room, and rooms you are not changing can be shown on request.

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.

June changed how you get around and how heat pump work reads. The Installer Portal and the Customer Portal both have new navigation, Theme now sets one set of colours and corner radii for every app instead of a different set per screen, and quotes and proposals can carry labels. Heat pumps got the deepest work: running-cost savings cover oil, LPG and electric heating, and an imported Spruce Eco survey builds a redrawn technical section of a proposal.

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.

April joined quotes and proposals up. A solar, heat pump, boiler or air con quote becomes a proposal from the quote itself and brings blocks built from that quote with it, and proposals also learned to stage payments, total themselves up at the end and be reordered by dragging. The listings you work from filter harder — several statuses at once on Instant Quotes and Proposals, and by quote tool on your catalogue and packages — and Promo Codes are Discount Codes throughout, including the box your customer types into.

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.

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.