Quote setup

Quote setup covers everything a rep's quote is built from: your product and pricing catalog, the quote templates reps pick from, and the agreements and payment schedules a template uses. Set these up in this order so each guide can build on what the last one created.

Guides in this section

1. Set up quote families: the shared defaults behind every quote template, including which financing options its quotes can offer.
2. Set up your product and service catalog: the equipment, materials, and labor a line item can price from.
3. Set pricing rules, tiers, and starting assumptions: automated pricing and org-wide starting values.
4. Set up agreement templates and merge fields: the signable documents your team sends, and the {{fieldKey}} tokens that personalize them.
5. Write agreement templates in solarOS Beta: write, check, and publish an agreement in the agreement editor.
6. Build payment schedules and connect financing: reusable payment plans and the lenders a quote can offer.
7. Set up payment events: the moments a payment comes due upon, and the project template step that raises each one.
8. Build a quote template: identity, scope, and job details: start a template and set what reps and customers see.
9. Price a quote template: line items and pricing rules: quantity and price rules for each line.
10. Price travel by distance or drive time: charge for travel from road miles or drive time.
11. Set discounts, tax, and what the customer sees: discount lines, taxability, and hiding costs without hiding the total.
12. Offer adders on a quote template: the catalog-to-family-to-template model for optional add-ons.
13. Get a quote template ready to sell: the completeness checklist and what each readiness status means.
14. Set up solar quoting Beta: what a Solar quote family needs before solar quotes price correctly.
15. Set up rate schedules Beta: the utility rates solar quotes price savings from.

Once a quote is accepted, it hands off to a project. See Project and operations setup for project templates, work types, and report types.