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Open Quick Create Quote or the new-quote action in Quotes.

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Build the offer

  1. Choose the customer. Confirm the opportunity, contact details and installation address. Resolve duplicate warnings.
  2. Review the site. Check the site information, bill and outstanding questions.
  3. Choose the services. Select solar, battery or the supported combination. Review the energy profile.
  4. Select the system. Confirm exact models, quantities, phases and installation conditions. Use Roof Vision for the panel layout and drawings.
  5. Review the numbers. Check savings, incentives, pricing and the payment schedule.
  6. Check Review & BOM. Confirm materials and any services or adjustments.
In Extras & adjustments, Add to price increases the total and Discount reduces it. Use only approved amounts and recheck the payment schedule.

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Preview, then send

Open the customer preview. Check the recipient, address, system, total, conditional incentives, savings, agreement and payment milestones. Internal costs, margin, commission and staff notes must stay internal. Use the final send confirmation, then check the quote in the register and review delivery warnings. Sending creates the snapshot used by the customer page and PDF; later catalogue changes do not rewrite it. If you are practising, use a manager-approved record and stop at the preview. Example equipment and prices are not an approved offer.

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Offer two options

Send both eligible quotes to the same customer, then link them for comparison. Linking does not accept an offer or collect a deposit.