Itemisation of standard sytem price

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Megan Roxton Wiggill

• 24 maart 2023 09:13

Is there a way that you can itemise the standard system price on a proposal?

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  OpenSolar Support

  • 30 maart 2023 23:42

  Hi Megan,

  Unfortunately, you can't itemise components in the proposal on OpenSolar, but you can customise your proposal to show the items.

  1. Creating a table in the empty content block 1/2/3. 

  • Go to Control > Purchase Experience > Proposal Template > Proposal Content > Look for either Content Block 1/2/3 > Create a table by inserting relevant placeholders. 
  • Once you're done, go to Proposal Settings > Toggle on the Content Block you've just customised, and you can rearrange its sequence to display in the proposal. 

  Please see these articles explaining how to customise your proposal:

  • Using Placeholders
  • Adding Custom Content to your Proposal

  Hope this helps. Otherwise, feel free to reach out to our support team.

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  OpenSolar Support

  • 27 maart 2023 22:46

  Hi Megan,

  Thanks for reaching out. Can you please provide more details on what you are referring to? 

  It would be great if you could provide some examples and screenshots.

  Cheers,

  Sam

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  Megan Roxton Wiggill

  • 28 maart 2023 07:38

  Hi Sam

  My customers are requesting a breakdown on the proposal of the costs that are sent to them.

  Currently on my proposal the selling price is combined incorporating the panels, inverter and batteries. Is there a way I can split the selling price to show them separately?

  

   

   

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  Admin Team

  • 3 augustus 2023 12:38

  Hi Megan Roxton Wiggill Thanks for raising this. My clients are asking for something similar. Were you able to figure out how to create the table and use placeholders? 

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