Set up a solar scope review that keeps site inputs and decisions tied to their design revision.
Quote Specialist links the design input to its quote and organization and records the site address. Check the location with the customer before using it in the scope discussion.
Quote Specialist records panel count, design capacity and required-by date, with the supporting design material attached to the quote. During setup, agree the source of the quantities and configure the design submission, independent review and completion procedure.
Quote Specialist submits the Draft design input through the configured review procedure. The submitted revision identifies the scope under consideration; subsequent changes must return through the agreed revision handling.
Pricing Reviewer independently reviews the submitted design input and its evidence. Record the approval or rejection against the current revision and retain the decision date.
Quote Specialist follows the approved extension through completion. Check that the design outcome leaves the parent quote's amount and commercial state under the quote's separate pricing and approval controls.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.