One deliverable per mode, sent from the bottom bar:
- Customer deckAnalysis, from Recommendation: a 16:9 PowerPoint about the system in Your pick.
- Customer proposalProposal, from the Proposal page: an editable A4 PowerPoint in the page’s section order.
- Prepare and sendevery slide with its settings, a review of what to check, then Build. Settings save to the project.
- The ▾ menuReport bundle (ZIP) on Recommendation; Data (ZIP) and the Analysis deck on Proposal; the Presentations library on both.
- Share with Customera read-only web link with no login; your costs and margin are stripped out on the server.
The deck, the proposal and the share link are on the Pro plan. Only the project owner can create links.
Each project mode ends in one customer deliverable, sent from the coral button in the bottom bar. An Analysis sends the Customer deck from Recommendation. A Proposal sends the Customer proposal from the Proposal page. Both are PowerPoint files you can open and edit. Either can also go out as a web link the customer opens in a browser.
Two deliverables
- Customer deck (Analysis, from Recommendation): a 16:9 PowerPoint deck about the system shown in the Your pick bar. If you modelled more than one battery option, it asks which options go in the deck before it builds (a Design Your Own pick builds straight away).
- Customer proposal (Proposal, from the Proposal page): an editable A4 PowerPoint, laid out in the same section order as the Proposal page.
There is no PDF export. If you want a PDF, save one from PowerPoint.
Prepare and send
Pressing either button opens the Prepare and send panel. It names the system the document is about and lists every slide or page, each with its own settings beside it: next steps, portfolio, chart options and the sizing-matrix range and shading. You can hide a slide for this project only.
The opening summary is the review step. Before it goes out lists the checks, reading Ready to send or the number of items to check. A check about a particular slide takes you to it. Edited for this project lists what you changed. Settings save to the project as you go and start from your company's defaults. From the summary you can copy settings from another project, and a company admin can save the current settings as the company default.
Build PowerPoint deck or Build A4 proposal builds the file. Closing the panel doesn't stop a build. When it finishes you can download it again or go straight to sharing.
Proposal wording: Edit Copy
On the Proposal page, the installer-only appendix has a Proposal Setup card. Its Edit Copy button opens the same panel, where you set the headline, intro and closing text of the customer proposal.
The other exports
The arrow beside each button holds the other exports.
On Recommendation:
- Report bundle (ZIP): chart images as PNG (scenarios, trade-off, energy schedule and your custom charts).
- Presentations library: slide order, templates and custom slides.
On the Proposal page:
- Data (ZIP): the hourly simulation and the financial model as CSVs, for Excel.
- Analysis deck (PPTX): the Recommendation-stage slides as last modelled there, when the project started as an Analysis. Changes made in the Proposal steps are not in it.
- Presentations library: slide order, templates and custom slides.
Share with Customer
Share with Customer sits in the bottom bar on both Recommendation and the Proposal page. It creates a read-only web link the customer opens with no login, on any device.
- From an Analysis, the link opens straight into the sizing work: the options you modelled, the system you recommended, and a sizer they can try other sizes in. Nothing they change reaches your project.
- From a Proposal, the link opens their proposal: savings, cashflow and energy charts. Preview what your customer sees shows it to you first.
Your costs and margin are never included. They are stripped out on the server, so the installer-only appendix doesn't exist in what the customer receives. Each link expires after 7, 30 or 90 days, and you can copy or revoke it from the same dialog.
Who can do what
- The Customer deck, the Customer proposal and the share link are on the Pro plan.
- Only the project owner can create or revoke customer links.
- Saving settings as the company default is for company admins.