Segen’s integrated tools help you move from system design to signed proposal and order placement without re-entering data or switching between platforms.

Design Tool

Create accurate residential solar and storage designs in minutes using real products, live pricing and current stock availability.

KEY FEATURES

• Instant roof layouts using maps and satellite imagery
• Drag-and-drop panel placement with real-time visual design
• Automatic compatibility checks to validate components as you select them
• Live pricing and stock availability based on your Segen account
• Auto-selected mounting kits to speed up design
• Guided workflow to ensure compliant system designs
• One-click quote creation ready to convert directly into an order

Retaining the logic of the original Segen System Design Tool the new tool helps you create accurate, compliant systems faster and with greater confidence. By combining live pricing, stock availability and automatic compatibility checks, it removes guesswork and eliminates the need to re-enter information when you are ready to quote and order.

Design Tool >>

Proposals

Turn your designs into professional, branded proposals that clearly demonstrate value and help customers make informed decisions.

KEY FEATURES

• Present up to 3 designs in one proposal
• Homeowner savings, payback and return on investment generated automatically
• Personalised energy data and environmental impact modelled
• Digital signing and approval with built-in contracts

The Proposals Tool enables you to present homeowners with clear, professional proposals that highlight savings, return on investment and environmental impact. With digital contracts and e-signatures built in, you can move from quote to signed agreement in a single streamlined workflow.

Proposals Tool >>

Projects

Projects provide a centralised location to organise your customers, designs and proposals.

How It Works

Each project is linked to a customer or property address and contains:

• Multiple system designs
• One customer proposal
• Design, proposal, and contract status

Projects keep every design, proposal and customer record organised in one place, making it easier to compare options, track progress and manage the entire sales journey from initial concept to confirmed order.

Projects >>

From Design to Signed Proposal

1. Create a project for the customer or property.
2. Build one or more system designs in the Design Tool.
3. Select up to three designs to include in a proposal.
4. Generate a branded proposal with savings and contract terms.
5. Send the proposal to the homeowner for review and e-signature.
6. Convert the signed proposal into an order and continue through the standard Segen ordering process.

Why Use Segen’s Integrated Tools?

Together, the Design Tool, Proposals and Projects create a connected workflow that helps you design systems more efficiently, deliver professional proposals faster and manage every stage of the customer journey in one place. The result is less administration, fewer errors and a smoother path from initial enquiry to completed order.