Summary:
The following article will review all the sections of the online proposal
Table of content:
Different sections of the proposal:
Navigating to the proposal:
After completing your design you can click on “Online Proposal”. This will take you to the online proposal and will display it just like your customer would see it.
Different sections of the proposal:
Cover page Message:
First, a customizable welcome message from your company will appear. Then click on “Continue to Proposal” to see the interactive online proposal.
The message for this section can be customized by going to control > Purchase Experience > proposal template and expanding the cover page template section. From here you can find the cover page message section to change the message you want to display.
Feature figures:
Along the top, you will see 4 featured figures of your choice. On the right, you have system and payment options, which the customer can toggle between for comparison.
These feature figures can be customized by going to control > Purchase Experience > proposal template and expanding the proposal settings section.
Proposal views:
From the online proposal, you will have the option to customize the view for the customer. For this, click on the "customize view" option which will allow you to move around the view, add new views, and even remove not needed ones. Once done with your adjustments make sure to select the save button.
Changing between system and payment options:
As we've discussed before, the online proposal is completely dynamic this means the values display change depending on the selected system option and payment option. You customer will have all the available option on the right hand side and they can change between them to see a comparison.
Note: If any system options do not show please go to the summary tab of the design > advance settings and ensure the "hide from customer is not checked.
System hardware:
The system hardware section will display all the information for the selected hardware. Please note that some items may be shown as featured and other might not. You can find more information about our featured items here.
If you've added an other component to your project and it is not displaying in the proposal please ensure it has the show customer toggled from control > design and hardware > other component.
System performance:
The system performance area will display the offset percentage, a consumption vs generation graph, as well as the self-consumption and export-to-grid percentages. There will also be a hyperlink linking to the energy profiles similar to the one found in the summary tab of the design:
Environmental Benefits:
This section features information on the impact the system would have on nature.
Trees planted - This figure is calculated by the equivalent average amount of CO2 displaced by trees (default value = 0.00998 trees per kg of CO2 avoided by installing a PV system). We have it sourced from: Forestry.gov.uk
Car miles acoided- The number of car km avoided due to the equivalent average amount of CO2 produced by a vehicle that has been displaced by installing a PV system.
OpenSolar currently uses a default value of 2.5 miles per kg of CO2 displaced. (Sourced from: US EPA 2018)
CO2 saved each year - Values used by Opensolar to calculate this metric are based on the following sources:
- Australia - National Greenhouse Accounts Factors
- New Zealand - provided by solarZero
- Carbon Footprint (United States, Canada, and all other countries documented here)
- Ecometrica (All other countries not already provided in the above sources)
How your system works:
This shows a graphical representation of how solar will flow from the solar system to the home and grid.
Electricity Bill Savings:
This section takes into account all the information entered from the energy, the tariff to the solar generation. It displays the old bill and new bill as well as the savings from installing the system. You can find more information about the calculations taken place in this section here.
Quotation table:
This section will show all the pricing side of the project. From the actual price of the system to the incentives your customer will receive.
Note: The quotation table, like the proposal, is also customizable. This can be done in control > pricing and payment > payment option and editing the payment option being used. From there scroll all the way to the end and toggle on "customize quotation table". You can find more information about customizing your quotation table here.
Net financial impact:
This section takes into account the lifetime savings displayed on the electricity bill savings against the price of the system as well as displays the payback time which is nothing more than the time it takes the initial investment (system price) to break even with the yearly savings.
Your Proposal
Because this is a completely customizable proposal, you can rearrange the order, and add custom content blocks. Please refer to this article on how to customize your proposal. If you have multiple systems in the proposal, these charts and figures will change according to the system selected. For the financial tables, different financing options will also be updated in real-time on the proposal.
Near the bottom, you can include links for additional information and download the proposal as a PDF.
Finally, when a customer accepts the proposal, they can accept the proposal and sign the contract all within OpenSolar.
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