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Troubleshooting

Most problems in Simplified are configuration rather than faults, and they cluster around a small number of causes. These pages work through the symptoms you are likely to see and what to check, in the order most likely to find it.

In this section​

  • Quote tools — missing packages, wrong prices, steps that do not appear

Pages on proposals, the customer portal, email, and integrations are being written.

The three questions worth asking first​

Before working through a specific symptom, these catch a large share of problems:

Is it published? Draft packages, disabled extras, and unpublished changes are invisible to customers by design. Something can be perfectly configured and still not appear because it was never taken out of draft.

Is it assigned? Packages, extras, and finance options live in central libraries, and each quote tool separately chooses which of them it offers. Creating something does not put it in front of a customer. This is the single most common cause of "it is not showing up".

Are you looking at the same thing your customer is? Your own view can differ from a customer's — price protection, tool-specific assignments, and the fact you may be signed in all change what appears. Open your tool in a private browsing window to see what an actual customer sees.

Still stuck​

Contact us at hello@simplified.energy. It helps enormously if you can include a link to the specific quote or proposal, and what you expected to happen instead.