Proposals
A proposal is a full sales document your customer opens in their browser. Where an instant quote gives a fast price from a few inputs, a proposal is what you send when the job needs explaining: system design, savings, what's included, finance, terms, and a way to sign.
Proposals are built from blocks. You choose which blocks to include and in what order, so a straightforward battery retrofit and a complex commercial roof can both be presented well without maintaining two separate templates.
Your customer can do more than read. Depending on how you build the proposal, they can choose between options, adjust quantities, pick a finance term, add a service plan, and accept — signing and paying without leaving the page.
Walkthrough videos
While the rest of this section is being written, watch these walkthroughs:
Proposal Basics
Proposal templates walkthrough · Easy PV import walkthrough · OpenSolar import walkthrough
What this section will cover
- What proposals are, and when to send one instead of an instant quote
- Building a proposal, and how the editor works
- A reference for every content block, grouped as the editor groups them
- Templates, so you are not starting from scratch each time
- Importing designs from Easy PV, OpenSolar, and Spruce Eco
- Pricing, finance, and service plans inside a proposal
- Acceptance, signature, deposits, and appointments
- Proposals App settings
These pages are being written. Use the walkthrough videos above, or browse the full video library.