How to include hot water heat pumps in your proposals

Summary

This article walks you through how to create a dedicated heat pump proposal template and build a proposal using it in OpenSolar. By configuring a template tailored specifically to heat pumps, you can streamline your customer presentations, highlight relevant hardware, and display accurate pricing and incentive information.

The steps below outline how to:

• Set up a heat pump–only proposal template

• Add a heat pump component to your project design

• Configure pricing, incentives, and customizations before presenting to your customer

Creating a Heat Pump Proposal Template

Navigate to the Proposal Template:

Control > Purchase Experience > Proposal Template

• Click “+ Proposal Template” to create a new custom template

Configure Basic Template Settings

• Assign a name (e.g., Heat Pump Proposal).

• Expand the Proposal Settings section.

• Enable only the following required sections:

Required Components:

• System Group

• Hardware Showcase Tile → Retain only the “Other Component Showcase Tile”

• Payment Option Group

• Quotation Table

• System Details

• Next Steps

• Action Buttons (for online proposal only)

• Brochures / Specification Sheets

Optional Components:

(Enable only if relevant to your business model.)

• Cover Message

• About Us

• Content Blocks 1 & 2

• Case Studies

• Terms and Conditions

Configure Featured Figures

Under Featured Figures, you can choose to:

• Enable some, all, or none of the four available figures.

• Select based on what best supports your heat pump offering (e.g., total system price, energy savings, etc.).

Final Customizations and Save

• Add any branding, logos, or custom copy as needed.

• Click Save to finalize and activate the new template.

Creating a Heat Pump Proposal

Once your template is ready, you can now build a customer proposal using it.

Enter Customer Information:

• From the Home Page, input the customer’s address.

• This will generate a map view for the project location.

Design the System:

• Go to the Design tab.

• Click on the Other tab in the component library.

• Add the Heat Pump to your project as a standalone component.

Configure Pricing and Incentives:

• Open the Pricing tab:

  • Select the appropriate pricing and cost scheme for the heat pump.

• Navigate to the Incentives tab:

  • Apply any available government or utility incentives applicable to the project.

Once complete, your heat pump proposal is fully configured and ready to be shared with the customer, either as an online interactive proposal or a downloadable PDF.

Video Walkthrough:

Final Notes

• Be sure to test your heat pump proposal template with a sample project before rolling it out to customers.

• This workflow helps decouple heat pump offerings from solar designs, ensuring clarity and professionalism in your proposals.