How to Create a New Proposal Using Preference?

Why does it matter?

With the "Preference" option in customer profiles, you can save your choices once and use them every time for creating a proposal. Each preference is built from "stacks", simple sets of choices you make upfront, so when you create a new proposal, everything falls into place automatically. Faster, more accurate, and no more repeating yourself.

What will you need?

Step-by-step instructions:

Step 1: Click “Settings” on your customer profile.

Step 2: Scroll down to find “Proposal Settings”.

Step 3: Click the “Edit” icon.

Step 4: Locate “Enable Solar New Proposal Flow” and “Enable Roof New Proposal Flow”. Turn the toggle on.

Step 5: Scroll back up and click “Update” to finalize the changes.

Step by Step Instruction of creating and using Preferences to create a new proposal:

Step 1: Go to your customer profile and click “Preferences”.

Step 2: Click the “New Stack” button.

Step 3: Provide a name for the new stack and click the “Add” icon.

Step 4: Once saved, you can hover over the new stack button to access the edit, copy, or delete options.

Step 5: Scroll down to “State Scope”. Over here, you can select one or more states from the list.

Step 6: After the states have been selected, you can toggle on the “Shareable” option. Using this option allows you to share the details of the stack with all non-admin users.

Step 6: In the next step, choose the preferred vertical from the options provided.

Step 7: Move to the preferred installer section and select an installer from the list. You can choose to switch on the toggle for “Auto-assign preferred installer (skip selection step)”. Using this option will let you skip the installer selection part while creating a proposal. In this case, the installer will be automatically pre selected.

Step 8: Next, in the default finance type, select your preferred finance type.

Step 9: Select the preferred finance partners from the dropdown.

Step 10: You can also toggle on “Auto-assign design tool (skip selection step)”. This will eliminate the design tool selection step while creating a proposal.

Step 11: Scroll back up and click “Save” to finalize the changes.

Step 1: Select “Customers” in the main menu. Then click the “+New Customer” button.

Step 2: Provide the required details like first name, last name, phone, email, and address. Click “Next”.

Step 3: Select the preferred job type from the list. Click “Continue”.

Step 4: On this screen, you can click the dropdown to select which stack you want to use for creating the proposal. Click “Next”.

Step 5: Since you already selected your preferred installer while creating a new stack, the installer will be selected by default. You can also toggle on Test Data to create a proposal with test data instead of original data. Click “Next”.

Step 6: The finance partner will also be pre-selected according to what you selected while creating the stack. Click “Next”.

Step 7: Select your preferred equipment from the list in the next step. Click “Next”.

Step 8: Choose the property type, mounting type, and provide other required details. Click “Finish”.