Design Studio · Quotation
From the roof to the price, without retyping a line.
Save the design and "Create quotation" opens with the system, the materials and the roof plan already in it. Before you send, the order readiness check tells you which lines have no price, which are short in stock and which are estimates.
solset.ai/proposals/create?designId=…
Quotation from design
- Design savedCreate quotation
- Lines from the bill of materialsPrefilled
- Solar design page in the PDFRoof plan
- Lines not in your catalogueListed
- Short in stockRaise purchase request
- SendEmail / WhatsApp
Illustration of the quotation handoff.
- Professional
- Plan it starts on
- 10 solar designs/mo
- Included on Professional
How it works
Save, check, quote, order
The quotation takes a snapshot of the design, so a later edit never changes a quotation already sent.
solset.ai/proposals/create?designId=…
Save
- Design savedNext step
- Create quotationPrefilled
Step 1 of 4 · Save
Save the design, offered the next step
The first save of a design offers "Create quotation" and "Copy customer link" straight away. The bill of materials is saved with the design, line by line.
- Bill of materials to Excel
- Every design keeps its version history; restore any earlier version
Design to quotation
What the quotation carries from the design
- Roof plan pageFaces, obstacles, keep-outs and panels drawn as vectors with a north arrow and scale bar.
- Generation and savingsExpected generation from the design, and savings when a tariff is known.
- Bill of materialsModules, inverters, structure, cables and protection, matched to your products by name.
- Purchase request from short linesRaise a purchase request for exactly the lines that are short, in a new tab.
- Solset catalogue itemsLines your inventory lacks can be added from the Solset catalogue, or bought where offered.
- Several options per customerDuplicate a design as a second option and compare up to four side by side.
Good to know
- A quotation cannot be created from a design made on a free trial until the workspace pays or the design is unlocked.
- Prices come from your own catalogue. Solset never suggests a selling price.
Related features
- QuotationsThemed quotation PDFs or your letterhead, chosen sections, revisions, approvals and online acceptance.
- 3D and customer proposal3D view, image and turntable video export, and a customer link with savings, payback and Accept.
- Inventory and procurementOne stock ledger, warehouses, material issues to projects, purchase requests, RFQs, POs and goods receipts.
Questions
Design to quotation: questions
The sun is already up
Put your next job on one record.
Create a free workspace, add one real enquiry and take it as far as a quotation. If that is not faster than how you work today, you have lost nothing.