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Solar Quote Tool settings

Reach these settings from Settings → Web Apps → Solar Quote Tool. Every tab sits under the heading Solar Quote Tool configuration, and the tool's web address with a button to open it is shown in the top right of every tab, so you can check a change immediately.

You need setup permissions to see these screens.

The tabs, in the order they appear:

The ten Solar Quote Tool configuration tabs: Overview, Content, Acceptance, Layout, Defaults, Hardware Packages, Extras, Pricing Presentation, Finance Options, and Integration

Overview​

Addresses, lead capture, and how packages are presented.

Hosted URL — Your tool's web address, with a button to open it and a link through to custom domain setup. Read-only here.

Your website URL — Where your logo links to inside the tool. Set this so customers can get back to your site.

Protect prices and gentle nudge — Controls whether prices are gated behind contact capture. You choose which fields to ask for (first name, last name, email, phone), whether to protect prices at all, and whether to show the gentler save prompt instead. There is also an option to allow a URL parameter to override price protection, which is useful when you want a specific campaign to show prices freely.

Contact form fields — Whether phone number is optional.

Packages presentation — A compact view option for the package comparison.

Packages sorting — The default sort order your customers see.

Packages de-duplication — Collapses packages down so a customer is not shown several near-identical options from the same manufacturer.

Legal policy links — Informational. These are managed centrally under your business details rather than per tool.

Opt-in checkbox — Whether to include a marketing opt-in, its wording, and whether it is checked by default.

Content​

Every piece of customer-facing copy and imagery in the journey, screen by screen. This is the tab you will spend the most time on when making the tool sound like your business.

  • Quote tool noun — Whether the tool talks about a "quote", an "estimate", or something else. This word appears throughout, so it is worth setting first.
  • Banner text and contact header visibility
  • Get started title
  • Address lookup title, text, and an additional image
  • Splash image, with positive and negative logo options
  • Centre pin title and text — shown while the customer positions their pin
  • Unlock prices title and text — the price protection screen
  • Nudge save title and text — the gentler save prompt
  • Help card image — shown at the package selection step
  • Capture estimate subtext
  • What's included and What's not included — repeatable lists of title and description. These do a lot of work in setting expectations, and reduce the questions you field later.
  • Why choose us — repeatable list with optional icons

Acceptance​

Headed Edit acceptance settings. This configures the main call to action at the end of the journey.

You edit it as a live preview, clicking through to change each part. It uses the same acceptance system as proposals, so what you learn here applies there too. You can require contact details, agreement to policies, a digital signature, an appointment booking, and a card deposit — in any combination.

Layout​

The structural frame around the quote tool: header, footer, sidebar, and custom content zones.

Override global layout — Off by default, in which case the tool uses the layout shared by all your quote tools. Turn it on to give the Solar Quote Tool its own.

Import global layout — Copies the shared layout in as a starting point, so you are editing a copy rather than starting blank.

When overriding, you can supply content for these zones: Header, Logo Header (desktop only), Inner Top, Inner Bottom, Inner End, Sidebar (desktop only), and Footer.

There are also toggles for the What's Included & Why Choose Us panel and the Help panel.

Defaults​

The assumptions and behaviour of the solar-specific parts of the journey. This is the most technical tab, and the one that most changes the quality of an automated design.

Roof intelligence and automatic roof creation — How much of the roof design is proposed for the customer rather than drawn by them.

Displaying panels — Whether to show a panel grid or panel counts, the default orientation preference, and whether the customer can change it.

Roof editor explainers — Which prompts appear to help a customer draw, adjust, and add roofs. Worth leaving on: the roof editor is the step where customers most often give up.

Initial cost and usage assumptions — Whether the customer enters an annual cost or a unit rate, the default values, daily standing charge, annual consumption, and whether they can change electricity type. These defaults matter because most customers do not know their own figures and will accept whatever you put in front of them.

Self-consumption — The export tariff used in calculations, and whether to show the MCS method insight.

Battery recommendation — Scale the recommendation up or down, hide it, or set a default chosen capacity.

Accurate inputs — Whether to expose precise bearing and pitch inputs.

Auto-draw panel target — How many panels the automatic layout aims for.

System size limits — Minimum and maximum panel counts, to stop customers designing systems you would not install.

Additional roof capture — Whether to ask for roof material. Turn this on if your pricing model varies by material.

Savings — Whether to show the savings chart, over how many years, the assumed annual energy price increase, and whether it compounds.

caution

The savings assumptions are shown to customers as projections. Set them to figures you are comfortable defending.

Hardware Packages​

An assignment tab. Pick which packages from your library this tool offers, and drag them into order — the order here is the "Recommended" order your customer sees. Manage in library takes you to the packages themselves.

See Hardware packages.

Extras​

An assignment tab for optional upsells. Pick Extras adds them. Order matters here too, and Manage in library takes you to the extras themselves.

If you have no extras assigned, your customers skip the Add-ons step entirely.

Pricing Presentation​

How the price is displayed, without changing how it is calculated.

Round pricing — Round displayed prices.

Pricing prefix and suffix — Text either side of the number, such as "from".

No VAT label — What to show when VAT does not apply.

Range pricing — Show a range rather than a single figure, with lower and upper percentages. Useful when you want an indicative price without committing to the pound.

Finance button image and pop-up override — The finance call to action and its explanatory content.

Finance only — Show only monthly finance figures rather than a total price.

Discount code — Whether customers can enter a discount code, and whether one is pre-applied and shown on packages.

Finance Options​

An assignment tab. Pick and order the finance options this tool offers. Manage in library takes you to the options themselves.

Integration​

Analytics, tracking, and custom scripts.

Custom head and body HTML snippets — For anything you need to inject.

Simplified cookie consent — Use the built-in consent banner.

Google Tag setup — Enter a Measurement ID rather than hand-writing the tag, then choose whether to track page views.

Conversion events — Which actions are reported as conversions: help requested, callback requested, survey requested, and saved.

Additional non-conversion events — Optional tracking for reaching each screen: address, unlock, package, extras, summary, and capture. Useful for finding where customers drop out.

Meta Pixel — Equivalent setup, with page view tracking and the same four conversion events.

Two tabs you will not find​

The Solar Quote Tool has no deposit or calendar tab. Deposits are configured on the Acceptance tab as part of the call to action, and appointment booking is set up there too.

What's next​