How to create a battery only proposal / battery retrofit proposal

The video above shows how to design a battery only quotation in OpenSolar. The steps are as follows:

1. Create a battery only proposal template (i.e. control > purchase experience > proposal template > duplicate your default > retitle it "battery only proposal" > open the proposal settings > remove the panels and inverter from the "show product types" section. You might also want to remove the net financial section and add in the daily energy profile as this could help display the battery benefits better.

2. Go into the design tab of a project that you want to create a battery only proposal for. Here you need to use the existing system upgrade function, then add in your battery.

3. On the online proposal, select your battery only proposal template from the "customise proposal" tab on the left side.

If you have questions or feedback, please leave a comment below or contact us at support@opensolar.com