Proposals
Proposals that win the job.
Take the quote you've built in the Design Tool straight into a branded proposal your customer can explore, compare and sign online.
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Compare designs,
side by side -
Your logo, colours
& contact details -
Savings & payback,
modelled -
Accepted online,
ready to order
The step after the quote
Proposals turn your Segen quote into a proposal your homeowner can review and sign online. Your products and pricing pull straight across from the quote.
One project, start to finish
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01
Design
Roof, panels and live compatibility checks, built in.
Design tool
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02
Quote
Bill of materials at trade price, turned into a quote.
Design tool
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03
Proposal
A branded proposal your customer can explore & sign online.
ProposalsYou are here
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04
Order
Finalise the accepted quote and convert to an order.
Segen
See both sides of every proposal
Track your designs and customer interaction
Your branding on every proposal
Set up your branding once and every proposal after that carries it.
- Your logo, brand colour and contact details, saved as your company default
- Your sales contact and an introduction in your own words
- Choose Simple (headline figures) or Detailed (full breakdowns, charts and tables)
Give your customer options, and recommend one
Your design recommendation is marked for them. They see the designs side by side and can weigh up the differences without another visit.
- Choose which of the designs in the project to include
- Highlight the design you've recommended
- Add ROI and payment options
Include markup and additional line items in one total cost
Materials come straight from the design at wholesale. Add labour, scaffolding and any additional line items, then set your markup as a percentage or a flat amount.
- Add line items with their own VAT rate, and presets for the ones you use every time
- Input markup as a percentage or a flat amount, on each design
- Your customer sees the item list and the total price. Line prices, markup and VAT stay hidden
Calculations based on MCS and industry standards
The energy profile follows MCS methodology and the required disclosures are added to the proposal for you. Your customer receives a secure link and confirms access with their email address.
- MCS-based energy profile, from occupancy, usage and tariffs
- Shading factor and site-evaluation disclosures added for you
- Your customer confirms with their email before viewing
They explore the options. You see they've looked.
Your customer sees how solar works for their home, what they'll save and how the designs compare, all worked out from your design data. The proposal's status moves to Viewed, so you know when to follow up.
- How solar works, shown for their own system
- Savings, bill reduction and payback, easy to understand
- Status moves from sent to accepted and signed
Viewed and signed online. You see it straight away.
The customer accepts your terms and conditions, and then signs for their chosen design.
- Two agreements, then a signature
- You are notified of the design, price and payment method they have chosen
- Next step: arrange payment, then finalise the quote to convert it into an order
From approved quote to order
Once the payment method is agreed, convert to a Segen order to lock the stock. For Segen Finance jobs, once the install is done, sign the job off. Your customer then signs to confirm.
- Finalise the quote to create a Segen order
- Sign off the job once the install is complete
- Your customer confirms the job completion and you both keep a record
Let them spread the cost, without leaving the proposal
After accepting, your customer chooses how to pay: arrange it with you, or apply for finance with Segen Finance, from Zopa Bank. They apply themselves and get a decision in minutes. You see when they're approved, then finalise the quote.
- Finance offered inside the proposal, at checkout
- Your customer applies directly, so you don't advise on finance
- You see when they're approved, with a clear next step to order
One studio, from roof to signed job
Renewables Studio brings Segen's tools onto one platform. Design the system, quote it at trade price, send the proposal and order the kit, all in the same project.
Frequently asked questions
Answers to what installers ask us most about creating and sending proposals.
Open a project with a quote, choose Create Proposal, then add up to three designs, your branding and your pricing.
Yes. Proposals are built from quotes in a Design Tool project, so your designs and parts carry straight across.
No. They see the item list and the total. Line prices, markup and VAT stay hidden.
A link to a proposal in your branding. They confirm their email, explore the designs and savings, then accept and sign for the one they choose.
Yes. The proposal's status moves from Sent to Viewed on your proposal page.
The status moves to Accepted and you see the design they chose and the price. Your next step is to arrange payment, then finalise the quote to convert it into an order and lock stock.
Yes. At checkout they can choose Segen Finance, with finance from Zopa Bank, and apply themselves. You see when they're approved.
Ready to create your first proposal?
Design, quote and send proposals in one place.