Quick Quote Tool in OpenSolar

Available following OpenSolar 3.9.0 release (26-July). Activate CashFlow to access this tool.

Contents

• Interactive Demo

• Creating a Quick Quote Project

• Defining Project Services

• Building & Pricing Your Quote

• Configuring Payment Setup

• Previewing & Customizing Your Quote

• Customer View & Checkout

Interactive Demo

Demo Overview: Learn how to create and send a simplified quote for non-design services using OpenSolar's Quick Quote workflow.

Creating a Quick Quote Project

By default, OpenSolar opens in the traditional Design Project workflow. To start a project using the simplified Quick Quote flow:

1. Navigate to Home: Go to your OpenSolar main dashboard/home page.

2. Select Project Flow: Click the flow selector chip directly underneath the address input field.

3. Choose Quick Quote: Select Quick Quote from the drop-down menu.

4. Enter Address: Type in the project address or coordinates as normal.

5. Create Project: Follow the prompts to finish setting up the project.

Note: Quick Quote is ideal for services like HVAC, heat pumps, roofing, electrical repairs, and standard maintenance that do not require 3D solar system design.

Defining Project Services

Once your project is created, you will land on the Manage page:

1. Locate Services: In the project header, click + Add Services.

2. Select Included Services: Check off all relevant business services included in the job (e.g., Electrical, Roofing, Heat Pump).

3. Confirm: Click Confirm.

Categorizing project services keeps your sales pipeline organized and makes filtering opportunities simple across your organization.

Building & Pricing Your Quote

To begin building your quote breakdown, navigate to the Create Quote tab in the project top bar.

Cover Message & Scope of Work

• Cover Message: Write a personalized greeting or executive summary for your client.

• Scope of Work: Detail the exact services, materials, and expectations associated with the job.

Line Items & Pricing

1. Manual Line Items: Type line items directly into the table (e.g., Labour, Parts).

2. Set Pricing: Enter the Quantity, Unit Price (inc. tax), and Tax Rate for each row. Total prices will automatically calculate.

3. Adders & Discounts: Click + Adder from library to pull pre-saved adders or discounts directly from your company settings.

4. Incentives: If applicable, add government or local incentives/rebates in the Incentives section to adjust the net pricing.

Pro Tip: As you edit line items, tax rates, and incentives, the Quote Summary on the right side of the screen dynamically updates in real time!

Configuring Payment Setup

Manage how your customer pays for the job directly within the quote editor:

1. Invoice Settings: Configure invoice options in the top-right Payment Setup panel.

2. Add Payment Options: Click + Add Payment Options to view available payment options.

3. Select Options: Check off desired payment options (e.g., Cash, Finance, Loan).

4. Save: Click Save to lock in payment options for the customer proposal.

Previewing & Customizing Your Quote

Before delivering the proposal, review its appearance and layout:

1. Open Preview: Click Preview Quote in the top navigation bar.

2. Customize Layout: Use the left-hand sidebar to refine the document layout:

   • Contract: Select or attach relevant contract terms.

   • Cover Image: Click + Add Cover Image to upload a custom header image.

3. Send Proposal: Once satisfied, click Send Proposal to Customer in the bottom right to distribute the quote via your standard communication routes.

Customer View & Checkout

When your client opens their quote link, they experience a clear, professional presentation:

• They will see your Cover Message, Scope of Work, line-item pricing table, and total cost breakdown.

• Customers can select their preferred payment method and click Next to proceed through OpenSolar's standard online checkout and signature process.