Step 1: Accessing the Proposal
Go to the Design Summary page and ensure all relevant project information is entered.
Once the details are saved, the Document Proposal and Web Proposal buttons will be enabled.
Click on Document Proposal to open the report in a new window.
The URL will include the design ID for easy reference.
Step 2: Exploring the Proposal Summary
On the right side of the proposal page, you'll find the Proposal Summary, which includes:
Total system price
Payback period
System price post incentives
Step 3: Customizing the Proposal
Use the Modify Proposal feature to personalize the report:
1. Choose Templates and Formats
Select from multiple template themes, including default, Theme 2, and Theme 3.
Toggle between landscape and portrait views for added flexibility.
2. Additional Toggles
Shade Report Toggle: Add or remove shade analysis details from the report.
Proposal with/without Financials Toggle: Choose whether to include financial calculations in the report.
3. Select Pages to Include
Use checkboxes to include or exclude specific pages in the report, ensuring the content is tailored to your customer's needs.
3. Adjust Colors
Change the color theme to match your company’s branding, giving the proposal a professional look.
4. Step 4: Reviewing the Report Content
The report includes the following sections:
1. Project Overview
Key project details: Name, size, address, and geographical coordinates.
A clickable 3D model for interactive viewing, enabling customers to zoom in and inspect the design.
2. Shading and Irradiance Analysis
Toggle to view shading effects based on months and time of day.
Irradiance analysis toggle for additional insights.
3. Company Overview and Team Details
Displays company information.
Displays team profiles.
4. System Metrics and Savings
Includes Annual Production, Performance Ratio, Specific generation and other important details.
Savings graphs showing total savings, payback period, and IRR.
5. Pricing Details
Comprehensive breakdown of base system price, discounts, and adders.
Total system price is highlighted.
6. Environmental Impact
Information on CO2 offset, equivalent forestation acreage, and other environmental benefits of going solar.
7. FAQs and Final Pages
Frequently Asked Questions section to address customer concerns.
A back cover page for a polished finish.
Note- In addition to the pages mentioned above, there are several other pages included in the report.
Step 5: Downloading & Sharing the Proposal
Click on the Download & share button here.
Download the proposal as a PDF for offline use.
Alternatively, email the proposal directly to the customer by entering their email ID and clicking Send.
Pro Tips
Double-check all project details on the Design Summary page before generating the report.
Regularly update your company’s details in the Organization Settings to ensure reports reflect the latest branding.
FAQs
Q: Can I preview the proposal before sharing it with the customer?
A: Yes, you can view the full report in the document proposal window before downloading or sharing it.
Q: How can I edit team information displayed in the report?
A: Team details can be updated in the Organization Settings section of the platform.
Q: What if I want to add a new section to the report?
A: Use the Modify Proposal feature to include additional pages or sections.
By following these steps, you can create impactful PV reports tailored to the Indian market, ensuring clarity, professionalism and customer satisfaction. If you have further questions, feel free to reach out to our support team.