Proposals

• All instant quote types can now be imported into a proposal — solar, battery, heat pump, air con, boiler

• Battery instant quotes now supported for conversion into full proposals

• Control over auto-generated blocks - choose which design blocks appear and whether they show in the table of contents

• New status tags - mark proposals as Sent, Won, Expired, or Lost

HubSpot Connector

• Proposal activity now triggers events in HubSpot - sent, viewed, accepted - and moves deals through stages automatically

• Technology type and deal value now sync as separate structured fields

Bug fixes

• Changing energy usage in a quote wasn't updating savings calculations - fixed

• EasyPV API route change had broken wizards and project pickers - fixed

• Back boiler flow was repeating questions - fixed

• CRM connector was pushing data to HubSpot on package selection, before "Ready for Customer" was clicked - fixed

Proposals

• Activity timeline — see a full history of every view and interaction on a proposal. No more guessing whether your customer has opened it.

• Finance payment option — the payment schedule now supports "Finance" alongside Stripe and bank transfer.

• Hide hardware pricing — hide the price on individual hardware blocks while still rolling the cost into the overall summary.

• Carousel improvements — better behaviour and more controls on the horizontal carousel block.

HubSpot Connector

• Quote details now come through as structured fields on the deal, not buried in a single note

• Contact and lead info in HubSpot now updates automatically when it changes in Simplified Energy

• Address data now splits correctly into street, city, and region

• Custom deal naming — configure what your deals are called in HubSpot

Go High Level Connector

• The GHL connector is now publicly available — previously limited, now open to all customers. If you're using Make.com or Zapier as a workaround, now's the time to switch.

• Custom opportunity naming — configure how your opportunities are named in GHL

Solar Kiosk

• Tariff intelligence — savings calculations now factor in tariff data for smarter outputs

• Customer mode lock — when set to customer mode with admin full-control, customers can no longer edit the quote

• Pricing trace tool — you can now trace exactly how a price has been calculated, useful for sense-checking or explaining to customers

Fixed payment amounts in payment schedules You can now set fixed payment amounts in a payment schedule block, rather than being limited to percentages. Useful if you need to show a specific deposit or staged payment amount.

Heat pump sizing now shows exact figures Heat pump package sizes are no longer rounded - you'll see the precise output figures, which makes specs more accurate in quotes.

Hide repeated totals in pricing blocks If you're using a final pricing summary block at the end of a proposal, you can now hide the total from individual pricing section blocks so it doesn't show up twice.

Proposal block settings are better organised Common settings across all blocks (like layout and display options) are now grouped into a separate tab in each block editor, so they're easier to find.

Bug fixes

• Product images from EasyPV weren't pulling through into proposals — fixed.

• Drag and drop reordering within proposal groups was behaving inconsistently — fixed.

• Some users were getting errors when saving their customer profile — fixed.

Proposals got a big update You can now add more content blocks to your proposals - including carousels, payment schedules, and included/excluded item lists with customer requirements. Drag and drop to reorder sections, and block settings are now organised into cleaner tabs so they're easier to find.

Hide repeated pricing totals If you're using a pricing summary block at the end of your proposal, you can now hide the total from individual pricing sections so it doesn't show twice.

Service plan cards look better Plan cards now scroll horizontally and you can highlight one as "most popular" - useful if you want to steer customers toward a particular option.

Set a default proposal expiry You can now set a default expiry date for all proposals so you're not having to set it manually each time. Find it in Proposal Settings → Defaults.

BUS grant update (heat pumps) The EPC requirement has been removed from BUS grant quotes. If the property runs on oil or LPG, the additional £1,500 uplift is now applied automatically.

Bug fixes

• Some users were seeing errors when saving their profile — fixed.

• Package option popups were behaving inconsistently in the editor — fixed.

• Address wasn't always pulling through correctly on EasyPV proposals — fixed.

• Solar panel counts were showing incorrectly in system layout blocks — fixed.

This release focuses on creating streamlined versions of the quote tools specifically for internal/telesales use - allowing you to build quotes on behalf of customers before sharing them as a resource to provide visual guidance and progress sales conversations.

In this video, you'll see how to proactively create quotes for customers, edit packages to give you more flexibility in what you offer, hide packages, and share a custom link with prospects that directs them to a specific stage of the journey. These features have been developed to assist with sales conversations, allowing you to collaboratively guide prospects through the process with visual aids for discussions around equipment, system setup, extras, and of course, initial energy usage and savings estimates.

In this video, we’re excited to share the new AutoRoof detail update for our solar quote tool. We’ve introduced roof intelligence, which means users no longer need to click through multiple steps to enter roof information — instead, the system automatically retrieves data from a range of sources. It may take a few seconds to load initially, but it streamlines the process significantly.

We encourage you to explore the new options for displaying panel counts or grid layouts, and remember that the roof intelligence feature can be turned off if you prefer manual control.

We also want to highlight that our AI roof drawing tool is coming soon, and we’d love to hear your feedback or suggestions. Be sure to check our change log and product roadmap for the latest updates, and feel free to reach out if you’d like to discuss your platform in more detail.

You can now constrain the Simplified Solar Instant Quote Tool to a minimum and maximum number of panels. This video explains how to set this in the installer portal and what is means in terms of end user experience.