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.

Telesales Versions for all Tools: Collaborative quote building

In this video, we’re excited to share the new 

 for our solar quote tool. We’ve introduced 

, 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 

, and remember that the roof intelligence feature can be turned off if you prefer manual control.

 is coming soon, and we’d love to hear your 

 for the latest updates, and feel free to reach out if you’d like to discuss your platform in more detail.

Solar Quote Tool: Auto roof-detail gathering update

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.

Simplified Energy changelog

Telesales Versions for all Tools: Collaborative quote building

Solar Quote Tool: Auto roof-detail gathering update

Constrain solar quote tool with minimum and maximum number of panels