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- CPQ for Solar & Renewable Energy
- Implementation
How a CPQ for Solar & Renewable Energy rollout works
Rehearse the organization boundaries, commercial decisions and downstream handoff before live quoting.
Choose the pilot offer
Select a familiar solar proposal with a clear site address and pricing basis. Name its Quote Specialist and independent Pricing Reviewer.
Prepare the selling scope
App Administrator establishes the organization, eligible customer and team membership. Admin verifies account links and the intended access boundaries.
Agree the design procedure
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.
Configure commercial actions
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.
Connect accepted work
Configure the downstream order destination and map the accepted quote and lines. Test a successful acknowledgement, a repeated request and the disconnected case.
Review evidence and expand
Reconcile the quote, decisions and receipts. Rehearse returned work and reviewer-authorized compensation, then add more users and proposals after the pilot outcomes are understood.
What the customer provides
Bring the selling-organization identities, customer eligibility information and team membership. Supply a sample site scope, supporting design document, commercial line prices and price-book revision. Agree the evidence required for customer acceptance and identify who owns the receiving order connection.
Changing it afterwards
Treat changes to pricing, review or acceptance rules as operating changes with a fresh rehearsal. Check their effect on existing revisions and accepted scope before enabling them. Preserve decision and receipt evidence when correcting executed work. Reconcile the first accepted handoff after a connection change, including its actual external reference.
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.