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Open Quick Create Quote with the approved practice customer. Use approved equipment and pricing, and stop before sending.

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Follow the builder

  1. Confirm the customer, opportunity, site and services.
  2. Choose exact equipment, quantities and installation conditions.
  3. Review the energy profile and savings assumptions.
  4. Check price, incentives, payment option and Review & BOM.
  5. Open the customer preview and explain the offer to your manager.
Create a quote is your reference beside the builder.

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Make three checks

The system: models, phases, quantities and installation work match the proposal. The incentives: confirm whether prices are before or after federal STCs. Count a benefit once. Eligibility still needs evidence. The payment schedule: deposit, delivery payment and installation balance add to the total. Finance illustrations are not approval; government loans are funding, not discounts. Get your manager’s approval before your first live send. An issued offer retains its own snapshot even when the catalogue changes. Course overview