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Features

Automatic Proposal Generation

Multi-section branded proposal documents, online proposal links with the 3D design attached, customer approval and proposal tracking.

Overview

Professional Proposals in One Document

Data from design and analysis is combined with material, labor, logistics and margin rates in a single proposal document. The order and visibility of document sections are configured for your company.

Proposal Contents

  • Cover, financial analysis, bill comparison and environmental impact pages
  • Pricing in TRY, USD and EUR with Turkish Central Bank (CBRT) exchange rates
  • Customer approval link — approval and rejection record
  • English proposal and pro forma invoice
  • Containerised battery storage (BESS) added to the proposal
  • Transition from an approved proposal to a contract and the work schedule
  • Discount authorization limit and card commission
Business Value

A Consistent, Recorded Process

Every proposal is prepared in the same corporate layout. Because margin rates, the discount limit and card commissions are defined in the system, pricing is not left to individual discretion, and customer approval is recorded on the document itself.

Proposal Document

Proposal Document, Online Links and Proposal Tracking

A proposal is not a single table; it is a document made of sections whose order and visibility are set per company. Unwanted sections can be removed entirely.

Document Sections

  • Cover page: company logo, customer details, project image
  • PVGIS production analysis: monthly output, annual total and calculation method
  • Environmental impact: carbon, coal and oil savings equivalents
  • Solar map: irradiation map of the region
  • Financial analysis and bill comparison
  • Main offer: product table, price summary, terms
  • Attachments and product datasheets
  • Datasheet library — product datasheets are uploaded once and catalogued; the datasheets selected for a proposal are stored with it permanently, and the selection is preserved when the proposal is edited later
  • Pro forma invoice and thank-you page

Online Proposal Link and Approval

  • A customer-specific link is created
  • The customer reviews the document in the browser, approves or rejects with a note
  • Expired links close automatically
  • Proposal open tracking — the company sees when the customer opens the proposal link, so it is clear whether the proposal has been reviewed
  • The decision reaches the company instantly and the proposal status updates in the list
  • The link of a rejected proposal is closed
  • The customer reviews it without installing software or creating an account
  • The 3D scene of the roof or ground-mount design can be added to the link

After Approval

  • An approved proposal becomes a contract in one step
  • An installation job is opened in the work schedule from the proposal
  • Proposal items are deducted from warehouse stock and returned on cancellation
  • Proposal statuses: draft, pending, approved, rejected, cancelled

Proposal Tracking

  • Statuses: draft, pending, approved, rejected, cancelled
  • Approval and rejection recorded with date and reason
  • Notes on status changes
  • Revision tracking and validity period
  • Price change warning when a saved proposal is reopened
  • Total volume of approved proposals
More Features

More of What PVAGE Does

Reports & PDF Output

Proposals, proforma invoices and analysis reports with your logo and terms, in English when needed.

Learn more

Customer & Project Tracking

One customer card from lead to handover, with payment tracking and 13-stage project progress.

Learn more

Site Survey

Record electrical, roof and consumption data with photos on a standard form, then move from report to proposal.

Learn more

Work Schedule & Calendar

Assign field jobs to your team, plan them on a map and follow up with email and SMS reminders.

Learn more
Guide: What to Consider When Preparing Solar Energy Proposals
See all features
See It Live

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