Customer quote view - ArcSolar Docs

After sending, the customer receives a private link to the issued offer. If two offers are linked, either link opens their comparison first.

Walk through the offer

Confirm the customer and site, then review the system, included services, total, incentives, payment schedule and agreement. Savings appear only when included in the issued offer. The portal and PDF use the issued snapshot. Internal equipment costs, margin, commission and staff notes stay in the staff workflow.

Follow the decision

Event	What it records
Viewed	Engagement with the link
Accepted / signed	Agreement to the offer
Processing	Payment awaiting confirmation
Paid	Confirmed collection

Opening a quote does not accept it. Signing does not prove a deposit has been paid. Check the payment record before handing work to operations or requesting another payment attempt.

If the offer changes

Use the supported revision flow. The customer should review the current offer; an older open tab may need refreshing. Use the staff quote controls for an expired link, and resolve any disputed terms before seeking acceptance.