Quote

Preparing a Quote

Preparation of a quote is done after conducting the below listed steps

  • Customer Site Analysis (Roof, Angle, Access, Shading etc)
  • System Sizing (Power consumption, efficiency, etc)
  • System Selection (customer's budget, brand preference, company's promo offers etc)

Preparing a quote is about

  • Accurately capturing all site specific extra charges (so customer is not surprised later)
  • Tailoring to suit customer's cash flow (by including the correct payment plan)
  • Negotiating succesfully (by showing some discounts on the net price)
  • Advising pay-back period (Explaining to customer's savings, costs and payback period)

Discount offer and control

  • Have you given your sales rep the right to give discount in customer quotes?
  • Unfortunately sometimes discounts in quotes can turn into a nightmare if not capped. 
  • Solar eCRM controls this sensitive issue right from the point you initially create your sales reps, sales agency and even administrators.

Payment plan selection

  • To give good financial options is an important factor of a good quote.
  • Payment plans or finance plans through installments is commonly preferred by customers.
  • Solar eCRM makes it easier to offer different kinds of finance plan options to your customers. Just make sure you have the right payment plan premium value in your settings.

Quote preview

  • Quote builder comes up with lots of options to choose from and it is essential that you have the capability to review your quote before you send it to customers.
  • The quote review displays all the information which you have selected when you created a quote.

Quote modify/delivery by HTML email

  • During the quote review if you detect a wrong system size is selected then the quote can be easily modified before you send.
  • After reviewing it and you approve it then you can send the quote to your customers.
  • On the other hand if your customer has asked for quote with some changes, you can edit and send the amended quote.
  • All versions of quotes are kept in the system.

Site specific costing

  • Solar eCRM provides a checklist to confirm – e.g. is the customer’s roof tiled or tin, if itdoes have a cathedral ceiling or do they need a timer-switch, etc.?
  • Add site related extra costs which need to be added to basic system cost.
  • Solar eCRM gives you sufficient flexibility to choose extras when you create a quote.
Here is what our happy customers want to say

Exceptional reporting in easy, access to latest info at your fingertips.

Imminent Solar Pvt Ltd, Belgaum, Karnataka
Here is what our happy customers want to say

It is a must have software for this new age of solar where it is becoming more and more of a commodity.

Infinergy Power Pvt Ltd, Bangalore, Karnataka
Here is what our happy customers want to say

Adds tremendous value in automation and ease of running a successful solar company.  A fresh entrant in solar business can begin sending professional quotes with all the ROI figures at a push of a button. 

Solar-Apps, Bangalore, Karnataka
Here is what our happy customers want to say

It’s an exclusive software for solar companies which can easily send professional quotations. Only software where in we can customize it as per our process.

MI Solar Pvt Ltd, Baroda, Gujarat
Here is what our happy customers want to say

Suits our requirements, software that we always needed to streamline our process.

Kwatt Solutions Pvt Ltd, IIT Bombay, Mumbai
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