Solar and battery quoting questions, answered

A full spreadsheet inside the proposal, like Google Sheets: rows and columns, normal functions such as SUM, ROUND, ROUNDUP, IF, SUMPRODUCT and XLOOKUP, several tabs with cross-tab references, number formats, merged cells, drag to fill and automatic recalculation. Solar retailers use it as their sizing calculator. It's included on Essentials and up.

Yes. Import the .xlsx into a Spreadsheet block and its tabs, formulas and formats come with it. Check the results against a few recent jobs, then connect the cells that should price the proposal. One template conversion is free during the trial if you'd like help.

Any cell can be connected to a price line's description and unit price, so a cell that works out "15 × 440 W panels" and its price writes both into the panels line. It also works the other way: a price table total can be brought back into a cell, for example to calculate your payback estimate from the price the household chose.

Quantities are set on the price line as usual. The connected cells set a line's description and unit price, so solar retailers price a whole system as a qty-1 line whose description and price come from the sheet, such as "15 × 440 W panels" at the sheet's price.

No. QuoteCloud runs the formulas you put in your sheet. It doesn't design systems, model shading or calculate yield by itself. Generation, saving and payback figures are your estimates from your own assumptions, labelled as estimates or assumptions in the sheet, and never guaranteed.

No. The sheet uses what's typed into it and the rates and assumptions you keep on its tabs, such as peak sun hours and system performance. It doesn't fetch tariffs, weather, irradiance or rebate data from anywhere. Update your rates tab in the template when your figures change.

Yes. On Essentials and up, the API, Zapier or Make can create a proposal from your template, fill data items such as name and address, and add price rows. Through Zapier, the enquiry's answers, such as the bills and evening share, can also be written into the sheet's input cells, so the sheet recalculates and the connected lines follow.

No. Automations don't tick optional items, choose a battery option or choose which blocks go in. Zapier can write values into the sheet's input cells; the choices stay with the household, and a consultant checks the draft before it's sent.

API and Zapier are on Essentials and up, with a fee per document created that way: US$2.00 each for 1 to 1,000 a month, US$1.80 each from 1,001 to 5,000, and US$1.60 each above 5,000. No per-document fee is stated for Make.

HubSpot and Zoho CRM through Zapier; Pipedrive connects directly; Xero and QuickBooks Online natively on the Business plan, otherwise through Zapier; simPRO and ServiceM8 through Zapier; Google Calendar one way through Zapier. Other systems connect through Zapier, Make or the API where they have a connector.

Alerts for document updates, comments and actions, posted to the channel you choose. For a step that should follow a signature or a payment, such as creating an install job, use Zapier triggers like Signed Document and Document Payment Event.