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- CPQ for Solar & Renewable Energy
- Who it's for
- Residential solar sales
Residential solar sales
Residential solar teams often revisit the site scope while a customer considers the offer. The panel count may change, the proposed capacity may be clarified or the customer may respond after the first validity date. CPQ for Solar & Renewable Energy keeps the site input linked to the commercial quote and carries the current revision into the decision.
How CPQ for Solar & Renewable Energy is set up for you
Recognizable site scope
Quote Specialist records the site address, panel count and design capacity with the quote. Supporting documents help Pricing Reviewer understand the installation being discussed.
Explainable line pricing
Quantity, USD unit price and line discount produce a net line amount that the specialist can explain. The quote total follows the priced lines and the identified price-book revision.
Current customer acceptance
Quote Specialist records acceptance against the approved revision and checks validity. A customer response to an older offer returns to the current commercial review procedure.
Recorded order handoff
The accepted quote moves toward the configured receiving system with an operation receipt and real external reference. Pending handoffs stay available for follow-up.
Residential solar teams often revisit the site scope while a customer considers the offer. The panel count may change, the proposed capacity may be clarified or the customer may respond after the first validity date. CPQ for Solar & Renewable Energy keeps the site input linked to the commercial quote and carries the current revision into the decision.
Start with a familiar residential offer and the organization that will issue it. Prepare the customer's contact and address, then attach the design information used by the sales team. Choose a specialist and an independent reviewer who can follow the sample quote through its complete cycle.
Price the proposal, review its current revision and record a valid acceptance. Rehearse a changed panel count and an expired acceptance request so the team understands when a fresh decision is needed. Configure the order connection with the actual installation or order-management destination, then inspect its acknowledgement. Use the pilot to agree how site documents and customer acceptance evidence are titled and shared.
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.
- Admin
- Maintains user access and supports membership reconciliation without business approval authority.
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.