These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- CPQ for Solar & Renewable Energy
- Who it's for
- Commercial rooftop proposals
Commercial rooftop proposals
Commercial rooftop proposals need the site under discussion to stay aligned with the offer being reviewed. A customer may have several locations, while a sales team is preparing different commercial revisions. CPQ for Solar & Renewable Energy links the design input to its quote and organization so the reviewer can identify the intended site and the current price.
How CPQ for Solar & Renewable Energy is set up for you
Site-specific preparation
Quote Specialist records the site address and requested design timing. Panel count and design capacity describe the scope that supports the commercial discussion.
Independent pricing decision
Pricing Reviewer considers the current line amounts and supporting documents and records a decision with a reason. A stale revision or owner self-review is refused through the guarded procedure.
Controlled revision handoff
The team carries the approved quote revision into customer acceptance. Changes after acceptance follow an authorized compensation process that retains the earlier evidence.
Traceable follow-up
Auditor reads the decision trail and operation receipts when the downstream acknowledgement needs investigation. The external reference ties the commercial handoff to the receiving record.
Commercial rooftop proposals need the site under discussion to stay aligned with the offer being reviewed. A customer may have several locations, while a sales team is preparing different commercial revisions. CPQ for Solar & Renewable Energy links the design input to its quote and organization so the reviewer can identify the intended site and the current price.
Choose a rooftop proposal with a clearly identified customer site and an agreed pricing basis. Have the specialist prepare the site input and supporting file, then ask the reviewer to identify which revision they are considering. Set the meaning of the required-by date before using the design worklist to discuss workload.
Rehearse pricing and approval with a deliberate stale request, followed by a valid customer acceptance. Send the accepted revision through the pilot order connection and inspect the actual result. Include a customer-requested change after acceptance so the reviewer and specialist can practice the compensation handoff. Keep engineering calculations and installation delivery connected through the systems that own those activities.
Features to start with
Quote pricing
Calculate line and quote amounts in USD against the intended quote and price-book revisions.
Customer scope
Keep each solar quote with the eligible customer, selling organization and responsible specialist.
Solar design inputs
Keep the site address, requested timing and solar design quantities with the commercial quote.
Roles on the team
- Auditor
- Read authorized CPQ records and evidence with access to operational reports only.
- Pricing Reviewer
- Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
- App Administrator
- Maintain organizations, team membership and customers without business approval authority.
- Quote Specialist
- Prepare assigned draft quotes, quote lines, solar design inputs and attachment records; guarded workflows own protected transitions.
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.