Same-day proposals
Build a quote from the lead's details in minutes, not hours.
Live
Quotation & Proposals
Branded proposals the same day.
Build GST-ready solar quotes with your branding and send a print-ready PDF in minutes.
What you get
Quotations, in practice
On-brand every time
Your logo, wording and layout stay consistent across the whole team.
Totals you can trust
System size and GST are calculated once, correctly.
How it works
Quotations, step by step
- 01
Start
Begin from a lead or customer with their details filled in.
- 02
Configure
Choose system size, project type and items from your catalogue.
- 03
Price
Site charges and GST are applied automatically.
- 04
Export
Preview and download a branded PDF to share.
- 05
Revise
Change a quote without rebuilding it.
Capabilities
What is included
- Item catalogues and project types
- Live GST and system totals
- Branded PDF export
- Revisions without rebuilding
What you will see
- A builder with a live total
- Item catalogues and project types
- A branded, print-ready PDF
- Quote versions and revisions
Questions
About Quotations
Can I use my own branding?
Yes. Quotes carry your logo and company details.
Can I control who edits prices?
Yes. With Team & Access you decide which roles can change catalogue prices.
Keep exploring
Other modules
Live
Lead Management
Capture, assign and follow up every lead, from first call to site survey, without losing anyone in a chat.
Learn more about Lead ManagementLive
Customer Management
Site details, documents, payments and history sit on one customer record that every module shares.
Learn more about Customer ManagementLive
Team & Access (RBAC)
Roles built from a permissions catalogue, enforced on the server, with an audit trail of every important change.
Learn more about Team & Access (RBAC)Start your free trial
Set up your workspace, switch on the modules you need and invite your team.