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Multiple choice options and built-in upselling

Maximise revenue with flexible proposals: Create proposals with multiple package options and optional add-ons that make it easy for customers to upgrade. Enable built-in upselling opportunities with clear pricing tiers and additional services, helping you increase average project value while giving customers the choice and transparency they expect.

Comprehensive equipment database

Accurate technical information: Access comprehensive databases of clean tech equipment with current specifications, performance data, and pricing information to ensure accurate and up-to-date proposals.

• Heat pumps: Air source, ground source, and hybrid systems
• Solar panels: Monocrystalline, polycrystalline, and thin-film options
• Inverters: String, power optimiser, and microinverter systems
• Battery storage: AC and DC coupled systems with various capacities
• Performance specifications: Efficiency ratings, output capacity, and performance curves

Built-in compliance standards

Compliance assurance: Ensure all proposals meet industry standards with built-in compliance checking, appropriate documentation references, and validation against current requirements.

• Standard validation: Automatic checking against relevant industry standards and regulations
• Documentation references: Include required certification documentation and technical specifications
• Installation requirements: Specify industry installation standards and procedures
• Technical accuracy: Validate equipment compatibility and specifications
• Regulatory updates: Keep proposals current with latest regulations in your market

Streamlined quote management

Efficient proposal workflow: Manage the complete proposal lifecycle from creation through customer approval, with version control, tracking, and integrated customer communication.

• Draft management: Save and edit proposals before finalisation
• Version control: Track changes and maintain proposal history
• Customer portal access: Customers can view proposals online
• Acceptance tracking: Monitor customer review and acceptance status
• Project conversion: Convert accepted proposals to active projects