How to Read the Proposal Page

The Proposal page is where you check a quote before the customer sees it. It shows one option at a time (the option tabs at the top of the project switch between them) and summarises every section the customer will read, with anything worth checking flagged. Open a row to read the section exactly as the customer does. The page ends with the checks, the customer link and the export.

The option band

The dark band at the top answers the customer's first question: when does it pay for itself. It names the option and the system, then shows the price ex GST, the benefit over the analysis period, the year-1 saving, the bill offset and the CO₂ avoided. A figure only shows when the model has the data for it. The benefit comes from the same series the cashflow chart plots, so the band and the chart can never disagree. If the system never breaks even inside the period, the band says so plainly instead of naming a date. Duplicate as variation copies the option so you can try a change without touching it.

One accounting rule

When the battery earns wholesale market revenue, that income is folded into the headline: payback, annual benefit and totals. The bill figures stay honest. The bill saving counts only what comes off the electricity bill, because market revenue never appears on a bill. If the headline benefit reads higher than the bill saving, that gap is the market revenue.

The section rows

Each row has a number, a one-line summary and a status. Looks right means nothing needs attention. A warning mark means a check is open (the same checks are listed under Before You Send). Open all and Close all expand every row at once.

• Your Options. The options you are presenting, side by side once there are two or more, with the recommended one starred. Each card shows the price ex GST, the payback, the year-1 saving, the net benefit over the period and the bill cut. Only options you have chosen to present appear here and on the customer link.
• Your Bill, Before and After. One Your Yearly Bill card. It shows Now, the bill with the system and Saves a year, then the bill quarter by quarter and What Makes Up the Bill (retail energy, demand, network, environmental, market and daily supply). If the bill and the usage data do not agree, this is where the page flags it.
• What We'll Install. The Your System card: the roof faces from Solar Design with a roof thumbnail (Enlarge opens it), the Hardware (battery, inverter and panels), and an editable Also Included list. A battery-only quote leaves the roof out, and an option with no battery lists no battery lines.
• How We Sized It. The sizing matrix from your Analysis as a heat grid: every solar size crossed with every battery size, each a full run against the site's own usage. The option being quoted is ringed. The grid squares use standard rates while the quoted system uses its quoted price, and the card says so.
• How a Normal Day Looks. An hour-by-hour day showing how the load is met: solar through the middle of the day, the battery in the evening, and the grid filling in the rest. Pick the season, weekday or weekend, then switch between Typical, Day and Week and Pick a day to see one modelled day or week. A check here flags when a large share of summer weekday solar is exported.
• How It Adds Up. The Money In, Money Out chart plots cumulative cashflow and marks break-even and any mid-life battery or inverter replacement. Under it sit the finance figures in plain words: break-even, 25-year net gain, return on outlay, value today (NPV), the 10-year IRR and cost per unit. A slower and a faster price rise are shown beside the modelled one.
• Your Investment. The price with every certificate already taken off, and where the customer's proposal ends. See the next section.

The assumptions behind the figures

Adjust Assumptions on the Money In, Money Out card opens the levers every number follows: the discount rate, the analysis period, energy inflation (the first 3 years and year 4 onwards, or a year-by-year schedule), export price escalation, the sensitivity band, and the opt-in mid-life replacement and depreciation. The same levers sit in the Financial Assumptions card at the foot of the page. They are shared by every option, so applying them recalculates all of them. If you change an input elsewhere in the project, the page notices when you return, flags the figures as out of date and recalculates.

Your Investment

The quote is always shown ex GST. On the customer link and the A4 PowerPoint the price leads, then a GST (10%) line with the amount, then the Total inc GST. The Price detail on the customer link switch under the section (also in the Send dialog) chooses what the customer sees:

• Grouped totals. One price for each group of lines. A first link starts here, and later links start from your last choice.
• Full breakdown. Every line item at its sell price with margin included. Your cost and margin stay hidden either way.

Proposal Setup

The Your Investment row carries the setup actions for the proposal: Edit Copy (your note, closing message, next steps and quote number, shown on the customer page and the PowerPoint), Adjust Assumptions (the financial assumptions, re-run for every option at once) and Share Link. Your cost to deliver and margin live on the Pricing page, not here, and none of them reach the customer's page, the PowerPoint or the link.

Before You Send

This card lists what is worth a second look. The checks are for you only. Two are worth knowing:

• Margin below your floor. The floor is a company setting (on cost), and your company can change it in Settings, Modeling.
• Bill and usage disagree. When the bill and the usage data are more than twice apart, that is treated as an input error and sending is blocked for the customer link and the A4 PowerPoint until you fix the bill or the usage. If the difference is real, confirm it, then choose to keep the bill section in or send without it. Changing the bill or the usage clears the confirmation.

What the customer reads

The customer link is one page, in this order. It uses the same section names as your Proposal page.

• The Verdict. The dark band: payback, benefit over the period, year-1 saving, bill offset and CO₂ avoided.
• Your Options, Side by Side. Only when two or more options are presented. The recommended option leads, and Shown below marks the one the sections underneath are reading.
• Your Bill, Before and After. The Your Yearly Bill card. With options, a bar for each option follows.
• What We'll Install. Your System, with the roof thumbnail, the hardware and what is also included.
• How We Sized It. Every Size We Modelled, or the range of sizes you set. Left out if there is no sizing run.
• How a Normal Day Looks. The same day chart as your page. The customer can switch between Typical, Day and Week and pick a day.
• How It Adds Up. Money In, Money Out with its finance figures.
• Your Investment. The Your Quote card: your price ex GST, the GST (10%) line and Total inc GST.
• What Happens Next. Your next steps and closing message, if you set them.

The customer link

Send the customer link (also in the bottom bar) publishes a read-only web page of what the customer reads. They open it with no login, and your costs and margin are removed on the server before it is sent. The link is a snapshot: the customer sees the proposal as it was when you sent it, and later changes need a new link. The Customer Link card shows the version sent and tells you when it is out of date.

Send a new link creates the next version. You choose to keep the old link open with a note pointing to the new one, or to close it. Preview the customer link opens the customer view first. Links expire after 90 days by default. Expired links tell the customer to contact your company for an updated price. Customer links are on the Pro plan, and only the project owner can create them.

Exporting the proposal

The bottom bar's A4 PowerPoint button starts with a review: it shows which option the proposal is about and lists every page with its settings, then builds an editable A4 PowerPoint. The arrow beside it holds the other exports:

• 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: your company content for the editable slides, the optional-slide switch and custom slides.

When more than one option is presented, the PowerPoint adds an Options page in the deck's own style, and the customer link carries the same options.