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- CPQ for Solar & Renewable Energy
- Get started with solar CPQ
Get CPQ for Solar & Renewable Energy running in four steps.
Prepare the site scope, pricing basis and decision owners for a complete pilot proposal.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up CPQ for Solar & Renewable Energy. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open CPQ for Solar & Renewable Energy in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started, then use Proto to configure CPQ for Solar & Renewable Energy for your business. Name the Quote Specialist and independent Pricing Reviewer for the pilot. App Administrator prepares the organization, customer eligibility and team membership, with Admin supporting user-account setup.
Prepare the first operating cycle
Bring a familiar solar proposal with a clear site address and supporting design file. Record panel count, design capacity and the date by which the design input is required. Prepare the quote lines, USD prices and price-book revision, then agree the quote’s validity date.
Follow Prepare and price a quote and rehearse the independent review. Confirm the customer’s acceptance against the current approved revision before requesting the downstream handoff.
Review before release
Test an out-of-scope customer, owner self-review, stale revisions and an expired acceptance request. Rehearse the design decision without changing the parent quote amount. Configure the receiving order connection and inspect the real acknowledgement, then repeat the handoff request to check operation identity. Use Implementation to agree how exceptions and accepted-scope corrections are handled.
Set up CPQ for Solar & Renewable Energy your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.