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For more information on understanding the charts and figures on the Analysis Page, please see Performance Analysis ➡️
Comparison
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Page
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This is a customer-facing web page that compares multiple quote proposals side by side. You can preview it in the SolarPlus app. If you have created multiple quotes for a customer and selected them as Comparison quotes, this is the page that they will first see when they click on the link in the email you send them. From there they can choose their preferred option and continue on to the Quote and Acceptance Page.
Proposal
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Quote & Approval Page
This is a customer-facing web page that includeswith information about a single quote, including:
the quote price details
key system details specs and performance indicators
quote acceptance signing section
panel layout image
your business profile
Proposal PDF
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The Proposal PDF can be attached to an email to a customer, and/or linked to the Quote and Acceptance Approval Page.
Send quote workflow
Once you have created one or more quotes, select the templates you wish to use to present the quotes, and then send an email to the customer.
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