Speed Up Proposal Creation

Build custom, compliant proposals faster and win more profitable jobs. Ditch the repetitive data entry. With ���ӽ�, create a library of reusable, professional templates specifically for your UK renewable energy services – whether it's solar PV systems, air source heat pumps (ASHP), ground source heat pumps (GSHP), EV chargers, or battery storage. This means less time quoting and more time installing.   

• Bespoke Templates for UK Renewables: Design and save unlimited templates, pre-filled with your branding, common products (panels, inverters, heat pump models), service descriptions, and crucial MCS-required payment schedules.   

• Rich Media & Clear Pricing Options: Easily add images, videos, detailed specifications, and flexible pricing (e.g., tiered options, optional extras) to make your proposals for all technologies engaging, transparent, and easy for customers to understand.   

• Track Client Engagement: Get notified the moment a client opens and views your proposal, empowering you with timely follow-up opportunities.   

• Accurate Costing & Profit Margins: Ensure every job is profitable by accurately calculating material and labour costs directly within your proposals, giving you full visibility across all your renewable installations.

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Simplify Client Approvals

Make the approval process effortless for your clients and secure those UK renewable projects quicker. A smooth, professional approval experience builds trust and reduces delays, helping you get to work faster on all your installations.  

• Dynamic & Interactive Proposals: Present clear, easy-to-understand proposals with detailed project breakdowns, images, and even video content, helping clients fully grasp the value you offer for their chosen renewable solution.  

• Digital E-Signatures for Quick Approval: Allow clients to review and approve your proposals online with secure, legally binding e-signatures from any device. No more printing, scanning, or waiting for the post.  

• Clear Boiler Upgrade Scheme (BUS) Grant Information (for eligible Heat Pumps): For qualifying air source and ground source heat pump installations, clearly present BUS grant information within your proposals. Show customers the grant amount and how it impacts their final investment, making your offer more compelling.  

• Real-Time Updates on Proposal Status: Both you and your client can see the status of the proposal (e.g., sent, viewed, accepted) in real-time, keeping everyone informed.

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Streamline Change Management

Easily manage proposal updates and ensure full auditability for every UK renewable project, whether it's a solar array, heat pump system, or EV charging point. When project scopes change, ���ӽ� ensures you can handle amendments professionally, maintaining clarity and a complete record for compliance.  

• Version Control for Change Proposals: When clients request changes, effortlessly create new versions of proposals while retaining a clear history of all previous iterations and discussions.  

• Track All Client Interactions and Approvals: Every comment, query, and approval related to a proposal is logged, providing a comprehensive communication history.  

• Automatic Audit Trails for Compliance: Maintain a complete, automatic audit trail for every proposal, showing who did what and when, crucial for MCS compliance and internal records across all technologies.  

• Complete Visibility into Project Updates: Ensure your entire team, from sales to installation, has access to the latest proposal versions and project details, preventing miscommunication.

Deliver Comprehensive & Trustworthy Proposals

Build ultimate client confidence by delivering proposals packed with all the crucial details. ���ӽ� helps you clearly present technical specifications, warranty information, your accreditations, and tailored advice for each renewable technology, ensuring your customers feel fully informed and secure in their decision.  

• Detailed Technical Specifications: Easily include specifics for solar panels (e.g., wattage, efficiency ), heat pump models, EV charger capabilities (e.g., 7kW, 22kW ), and battery storage capacities.  

• Warranty & Accreditation Showcase: Prominently display manufacturer warranties, your workmanship guarantees, and essential accreditations like MCS or Flexi-Orb to build credibility.  

• Technology-Specific Information: Tailor proposal content to address unique considerations for each system – from solar PV performance estimates and heat pump heat loss calculation summaries to EV charger installation requirements (e.g., Wi-Fi, DNO approval info ).  

• Seamless Data Flow: Information from your proposals flows directly into job management and invoicing within ���ӽ�, ensuring consistency and reducing errors from sales through to project completion.