CPQ for Solar & Renewable Energy connects a solar customer's site scope with a revision-controlled quote. Quote Specialist prepares the customer, ownership and line-item context, then records site address, panel count and design capacity in the linked solar design input.
submission waits for the quote specialist
| Record number | Subject | Counterparty | Owner | Revision | Price book revision | |
|---|---|---|---|---|---|---|
| QTS-18721 | Draft qts-276 | CST-2002 | 580 | Rev A | ||
| QTS-27224 | Draft qts-945 | CST-6924 | 440 | Rev B | ||
| QTS-57336 | Draft qts-122 | CST-3429 | 220 | Rev C | ||
| QTS-67048 | Draft qts-811 | CST-4585 | 50 | Rev D | ||
| QTS-48644 | Draft qts-749 | CST-7818 | 650 | Rev E |
Pricing Reviewer independently approves the current commercial revision before customer acceptance proceeds.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep each solar quote with the eligible customer, selling organization and responsible specialist.
Customers
| Id | Name | Code | Organization | Contact name | Address | |
|---|---|---|---|---|---|---|
| IDD-140 | Customer 457 | CDE-765 | ORG-3357 | Contact 148 | M-13 | |
| IDD-851 | Customer 856 | CDE-400 | ORG-2462 | Contact 153 | R-12 | |
| IDD-955 | Customer 683 | CDE-552 | ORG-6926 | Contact 133 | L-14 | |
| IDD-857 | Customer 516 | CDE-452 | ORG-3408 | Contact 351 | Y-9 | |
| IDD-722 | Customer 188 | CDE-633 | ORG-1198 | Contact 319 | W-23 |
Calculate line and quote amounts in USD against the intended quote and price-book revisions.
Approval waits for the pricing reviewer
| Record number | Subject | Organization | Owner | Counterparty | Revision | |
|---|---|---|---|---|---|---|
| QTS-40481 | Review qts-918 | ORG-6730 | CST-7023 | 690 | ||
| QTS-47964 | Review qts-288 | ORG-3270 | CST-6204 | 900 | ||
| QTS-64714 | Review qts-433 | ORG-7094 | CST-7450 | 260 | ||
| QTS-25075 | Review qts-702 | ORG-9059 | CST-3012 | 870 | ||
| QTS-49549 | Review qts-119 | ORG-8873 | CST-9978 | 260 |
Keep the site address, requested timing and solar design quantities with the commercial quote.
Approval conditions
| Id | Parent | Organization | Site address | Required by | Panel count | |
|---|---|---|---|---|---|---|
| IDD-588 | QTS-69494 | ORG-4414 | Z-10 | 25 Oct | 21 | |
| IDD-360 | QTS-29450 | ORG-4190 | U-8 | 08 Oct | 32 | |
| IDD-534 | QTS-60921 | ORG-6128 | W-13 | 20 Oct | 37 | |
| IDD-777 | QTS-19222 | ORG-5079 | S-11 | 21 Oct | 37 | |
| IDD-419 | QTS-93556 | ORG-3909 | H-16 | 22 Oct | 31 |
Record the pricing decision against the exact quote revision with an independent reviewer and a reason.
Quotes
| Record number | Subject | Counterparty | Organization | Revision | Accepted at | |
|---|---|---|---|---|---|---|
| QTS-32901 | Accepted qts-118 | CST-1855 | ORG-1847 | 520 | 27 Oct | |
| QTS-30494 | Accepted qts-494 | CST-8677 | ORG-2987 | 920 | 25 Oct | |
| QTS-79578 | Accepted qts-481 | CST-6738 | ORG-1567 | 810 | 26 Oct | |
| QTS-89430 | Accepted qts-569 | CST-9650 | ORG-2199 | 630 | 17 Oct | |
| QTS-50273 | Accepted qts-230 | CST-4639 | ORG-6344 | 500 | 17 Oct |
Record customer acceptance and track the accepted revision into a configured downstream order connection.
Quotes
| Record number | Subject | Counterparty | Organization | Owner | Status | |
|---|---|---|---|---|---|---|
| QTS-75007 | Draft qts-854 | CST-7598 | ORG-1736 | Draft | ||
| QTS-32503 | Review qts-689 | CST-1240 | ORG-8103 | Review | ||
| QTS-63860 | Approved qts-812 | CST-7255 | ORG-7545 | Approved | ||
| QTS-65699 | Accepted qts-199 | CST-6937 | ORG-4547 | Accepted | ||
| QTS-64611 | Expired qts-644 | CST-8659 | ORG-7414 | Expired |
Explain quote actions through attached files, revision decisions and operation receipts.
Operation receipts
| Id | Parent | Action | Expected revision | Result state | Occurred at | |
|---|---|---|---|---|---|---|
| IDD-276 | QTS-18978 | ACT-514 | 320 | Pending | 26 Oct | |
| IDD-480 | QTS-61733 | ACT-834 | 620 | Failed | 21 Oct | |
| IDD-762 | QTS-58019 | ACT-232 | 660 | Needs review | 12 Oct | |
| IDD-966 | QTS-44534 | ACT-465 | 330 | Pending | 24 Oct | |
| IDD-553 | QTS-53754 | ACT-302 | 240 | Failed | 11 Oct |
From solar scope to accepted quote ships ready to use. Review quote revision needs Pricing Reviewer's approval before the work moves on.
Choose the selling organization, eligible customer and responsible quote owner.
Keep the site address, panel count and design capacity linked to the proposal.
Check the current pricing basis and calculate USD line amounts and the quote total.
Record an independent pricing decision against the exact revision and its supporting evidence.
Confirm the customer accepts the approved revision within its validity.
Follow the accepted offer through the configured order connection and verify the recorded outcome.
Open any quote and its operation receipts, the roles that work on it, its process stages and its approvals are on one page.
Counterparty, Revision, Price book revision and Net amount USD.
Each line is linked to this quote.
Auditor, Pricing Reviewer and Quote Specialist, each with their own permissions.
Establish scope and Prepare solar design, with the role that acts.
Review quote revision, with who decides.
CST-2002 · Draft
| Id | Parent | Action |
|---|---|---|
| IDD-276 | QTS-18978 | ACT-514 |
| IDD-480 | QTS-61733 | ACT-834 |
| IDD-762 | QTS-58019 | ACT-232 |
Signed in as Pricing Reviewer
| Decision | Approver | |
|---|---|---|
| Review quote revisionRecord an independent pricing decision against the exact revision and its supporting evidence. | Pricing Reviewer |
Everyone opens CPQ for Solar & Renewable Energy to the work that is theirs. Pick a role to see what it starts with.
Read authorized CPQ records and evidence with access to operational reports only.
This is the first screen this role sees.
Solar design inputs · Auditor
| Id | Parent | Organization | Site address | Required by | Panel count | |
|---|---|---|---|---|---|---|
| IDD-588 | QTS-69494 | ORG-4414 | Z-10 | 25 Oct | 21 | |
| IDD-360 | QTS-29450 | ORG-4190 | U-8 | 08 Oct | 32 | |
| IDD-534 | QTS-60921 | ORG-6128 | W-13 | 20 Oct | 37 | |
| IDD-777 | QTS-19222 | ORG-5079 | S-11 | 21 Oct | 37 | |
| IDD-419 | QTS-93556 | ORG-3909 | H-16 | 22 Oct | 31 |
Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
This is the first screen this role sees.
Solar design inputs · Pricing Reviewer
| Id | Parent | Organization | Site address | Required by | Panel count | |
|---|---|---|---|---|---|---|
| IDD-588 | QTS-69494 | ORG-4414 | Z-10 | 25 Oct | 21 | |
| IDD-360 | QTS-29450 | ORG-4190 | U-8 | 08 Oct | 32 | |
| IDD-534 | QTS-60921 | ORG-6128 | W-13 | 20 Oct | 37 | |
| IDD-777 | QTS-19222 | ORG-5079 | S-11 | 21 Oct | 37 | |
| IDD-419 | QTS-93556 | ORG-3909 | H-16 | 22 Oct | 31 |
Maintain organizations, team membership and customers without business approval authority.
This is the first screen this role sees.
Customers · App Administrator
| Id | Name | Code | Organization | Contact name | Address | |
|---|---|---|---|---|---|---|
| IDD-140 | Customer 457 | CDE-765 | ORG-3357 | Contact 148 | M-13 | |
| IDD-851 | Customer 856 | CDE-400 | ORG-2462 | Contact 153 | R-12 | |
| IDD-955 | Customer 683 | CDE-552 | ORG-6926 | Contact 133 | L-14 | |
| IDD-857 | Customer 516 | CDE-452 | ORG-3408 | Contact 351 | Y-9 | |
| IDD-722 | Customer 188 | CDE-633 | ORG-1198 | Contact 319 | W-23 |
Prepare assigned draft quotes, quote lines, solar design inputs and attachment records; guarded workflows own protected transitions.
This is the first screen this role sees.
Quotes · Quote Specialist
| Record number | Subject | Counterparty | Owner | Revision | Price book revision | |
|---|---|---|---|---|---|---|
| QTS-18721 | Draft qts-276 | CST-2002 | 580 | Rev A | ||
| QTS-27224 | Draft qts-945 | CST-6924 | 440 | Rev B | ||
| QTS-57336 | Draft qts-122 | CST-3429 | 220 | Rev C | ||
| QTS-67048 | Draft qts-811 | CST-4585 | 50 | Rev D | ||
| QTS-48644 | Draft qts-749 | CST-7818 | 650 | Rev E |
Maintains user access and supports membership reconciliation without business approval authority.
Review commercial demand, design scope and operation exceptions with their source evidence.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 44 | ||
| Review | 8 | 18% | |
| Approved | 2 | 25% | |
| Accepted | 1 | 50% |
Sample totals per stage
Which organization and specialist own the quotes at each commercial stage?
Which proposals need their validity and current revision checked before another decision?
How do quantity, unit price and discount explain the quote's USD amount?
Which site inputs are being prepared, reviewed or completed, and when are they required?
Who decided on each quote revision, and what reason did they record?
Summarize Accepted Quotes by Organization and accepted at using net amount USD, keeping accepted value distinct from receipts or revenue.
Which actions are Pending, Failed or awaiting review, and what explains the discrepancy?
List record attachments by Parent with Title, evidence type, Visibility, uploaded by and uploaded at.
See how CPQ for Solar & Renewable Energy fits your kind of team.
Keep a household's site scope and revised solar offer together through pricing and acceptance.
Coordinate site design demand and commercial decisions for business solar customers.
Keep customers, team membership and commercial evidence within the authorized selling organization.
Each stage of from solar scope to accepted quote names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Ask for quote, design and receipt context while keeping commercial decisions with the responsible people.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 11 tablesStart with one team and one process, then add the rest once the basics are running.
Select a familiar solar proposal with a clear site address and pricing basis. Name its Quote Specialist and independent Pricing Reviewer.
App Administrator establishes the organization, eligible customer and team membership. Admin verifies account links and the intended access boundaries.
Define who prepares site inputs, what the required-by date means and which document supports panel count and design capacity. Rehearse submission and the independent design decision.
Confirm line calculation rules, quote and price-book revision checks, validity handling and decision outcomes. Test pricing and approval with the actual specialist and reviewer accounts.
Configure the downstream order destination and map the accepted quote and lines. Test a successful acknowledgement, a repeated request and the disconnected case.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure CPQ for Solar & Renewable Energy for your business. Start with a selling organization, an eligible customer and a familiar solar proposal. Rehearse the site input, quote calculation, independent review and accepted handoff with the people who will run them.
The design input keeps the site address, required-by date, panel count and design capacity with its quote and organization. It carries a status and revision so the team can identify the scope under review. Supporting files belong with the quote.
Each USD net line amount equals quantity multiplied by unit price, less the USD line discount. The quote's net amount is the sum of those priced lines. The pricing action checks the expected quote and price-book revisions before committing the calculation.
Pricing Reviewer independently approves, rejects or returns the current quote revision and records a reason. The review action checks independence and revision validity. Administrative maintenance does not give App Administrator business approval authority.
The expected revision check prevents an older request from authorizing a changed proposal. Quote Specialist follows the agreed correction procedure and presents the current scope for pricing and review before the team relies on a new approval.
Quote Specialist confirms the customer's decision and submits acceptance for the approved revision. The action checks expiry and the expected revision before recording Accepted and the acceptance time. Keep the supporting customer evidence with the quote.
Set up the design input's review and completion procedure during configuration. Keep the parent quote's amount and commercial state unchanged by design approval. Send intended commercial changes through the quote pricing and approval process.
Configure the downstream receiving connection and agree how the accepted quote and lines map to it. The operation receipt retains the real external reference. Without that connection, the handoff remains Pending until an actual receiving outcome can be established.
Use the authorized correction procedure. Executed Accepted scope requires a reviewer-approved compensating action that retains the original evidence. Rehearse the business and downstream effects before handling a live customer change.
Check organization boundaries, owner-to-user mapping and independent review with the real accounts. Test stale revisions, expired acceptance and repeated handoffs. Reconcile the accepted quote with its decision evidence and the actual receiving-system reference.
Start free, then use Proto to change fields, steps and approvals before your team goes live.