Marketing & Sales · Quotations
A quotation that looks like you and closes like one.
Build the quotation from your catalogue or a design, choose one of 5 designs or your own letterhead, and pick which of 16 sections print. Send it by email or WhatsApp; the customer views, accepts or declines online, and you see each step.
solset.ai/proposals/create
Quotation Q-0142
- Document styleTheme or letterhead
- Solar design and roof layoutSection on
- Financing optionsSaved offer
- ApprovalWhen over policy
- Viewed by customerTracked
- Accepted onlineE-sign record
Illustration of the quotation builder.
- Free
- Plan it starts on
- 5
- Quotation designs to choose from
- 16
- Sections you can switch on or off
How it works
Build, send, revise, accept
An accepted or declined quotation is never edited in place: changes make the next version.
solset.ai/proposals/create
Build
- Line itemsFrom catalogue
- Custom sectionsAdded
Step 1 of 4 · Build
Build it from your catalogue
Lines from your products with tax per line, charges and discounts, or a lump-sum price. Start from a template, a design or a blank quotation.
- Custom sections for contact person, escalation, bank details
- Payment schedule by milestone
Quotations
Quotation details
- Financing optionsSaved financing offers with the monthly payment, and the monthly saving beside it when known.
- Approval policyQuotations over your limits wait for an approver; an approval holds only while the money is unchanged.
- Several quotations, one comparisonSend a customer a comparison of options to accept one online.
- To project and invoiceOne project per job, invoices against the quotation without billing twice.
- NotificationsViewed, accepted and declined reach the owner in the app.
- ExpiryA valid-until date the public page respects.
- Messages on acceptanceOptional customer message when a quotation is accepted.
- TemplatesSaved quotation templates, on the plan that includes them.
Good to know
- Quotations print in English today.
- Managing saved quotation templates is on a higher plan than creating quotations.
Related features
- Design to quotationA quotation prefilled from the design, the roof plan in the PDF, order readiness and phone bill-to-proposal.
- WhatsApp follow-upsFollow-up sequences for new leads, quiet leads and sent quotations, stopped by a reply or STOP.
- Projects and field workStages with gates, required documents, crews, site updates with photos and a tracking page for the customer.
Questions
Quotations: 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.