Proposal Generation
Win more clients with instant, customizable quotation estimates, pricing configurations, and project ROI projections generated directly from lead records.
Key Capabilities
Payback period and project ROI savings projection engine.
Custom system sizing and configuration templates.
Subsidy and compliance discount modeling logic.
Exportable, professional layouts linked directly to CRM leads.
Frequently Asked Questions
How accurate are the payback periods?
They are estimates, payback calculations are derived from historical pricing averages and current utility tariffs.
How is the discount calculated?
The system calculates applicable state and national discounts based on system configurations.
Can proposals handle multiple pricing options?
Yes, drafts support multiple options (e.g. standard vs. premium package) for client evaluation.
Is there template customisation for proposal drafts?
Yes, visual layouts and custom pricing headers follow defined system configuration templates.
Can proposals sync with live product catalogs?
Yes, proposal items sync with current stock catalogs to fetch real-time unit pricing.