Skip to main content

Create a quote on a customer's behalf

Someone rings up wanting a price. Rather than asking them to go to your website and start again, you build the quote yourself while you have them on the line, then send it over for them to accept in their own time.

Before you start​

  • Have the property address ready. Almost nothing works until the quote has one.
  • You can only quote for products your account offers. If a product is missing from the list, it is not switched on.

Create the quote​

  1. Go to Instant Quotes and open the list for the product you are quoting.
  2. Click the create button in the top right — + Create new solar quote, + Create new battery quote, and so on.
  3. In the Create instant quote dialog, set the property address and pin. You can also attach a project or a contact. Click Create. The quote opens in the quote tool.

Every quote tool asks for the property address and a pin before the quote exists. Build a commercial solar quote, Build a heat pump quote, Build a boiler quote, Build a battery quote, and Build an air con quote walk those tools through end to end.

Build it​

You land inside the quote tool — the same one your customer would use on your website, with a row of extra controls along the top. Work through the remaining steps as they would: set out the roof or rooms, then choose a package.

While you are on the packages, you can Hide package, Customise package, and View pricing calculation. Those sit under each card. Your customer does not see them. Put a hidden package back from Restore hidden packages in the top bar. The walkthroughs below show the same controls in context.

Everything saves as you go. You can leave and come back to it from the quote list.

Set the recipient​

Click Settings, then Pick contact to search your existing contacts, or Create new contact to add one. Linking the quote to a contact saves your customer re-entering details they have already given you, and it is what makes personalised emails possible.

The same panel is where you fix the address if you got it wrong. Use Set quote address to change it and Set exact pin to move the map marker onto the right property.

Send it to your customer​

Open Share. You get the quote's public web address, which anyone with the link can open.

  • Click Copy URL to paste it into a message yourself. Optionally choose a step from the dropdown first, and the link will drop your customer straight into that part of the quote tool.
  • Or send it from here: choose General quote template, adjust the wording in Compose email, and click Send.

The email needs a recipient. Without one you see Set a recipient first to send quote emails. and the template stays greyed out.

note

You cannot accept the quote for your customer. Acceptance is deliberately switched off while you are working inside the quote, so they have to open the link and accept it themselves.

Check it worked​

  1. Go back to the quote list. Your quote carries the Created by Admin tag, and Has Contact Info once you have set a recipient.
  2. Open the shared web address in a private browser window. That is exactly what your customer sees.
  3. If you sent the email, open the quote and click the Last updated timestamp to confirm it is recorded in the Activity log.