From website enquiry to solar proposal
Your website calculator or enquiry form creates a proposal from your template, ready for your consultant to check and send.
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With QuoteCloud a solar retailer's website calculator or enquiry form can create a proposal from a template through the API, Zapier or Make (Essentials and up), filling data items such as name and address. Through Zapier it can also write the answers into the sizing sheet's input cells, so the connected price lines follow. Automations don't tick options or choose blocks.
Three pages of a solar proposal created from Tallowwood Solar & Storage's residential template (a fictional business), fanned out and taking turns at the front. The cover is addressed to Jess and Arlo Penhaligon, details filled in from their website enquiry. The sizing sheet's Usage tab holds the four quarterly bills and the evening share, written into its input cells by Zapier from the enquiry form. The price table's panels, inverter, racking and installation lines take their description and unit price from the sheet; the battery choice is left at the template's default, no battery, for the household to choose.
Where each website field lands in the proposal
A field map for Tallowwood's enquiry form. Some fields fill data items, some go into the sizing sheet's input cells through Zapier, and one stays with the household on purpose.
From the enquiry to a priced draft, before anyone opens it
When the Penhaligons press Send on the website, a zap creates the proposal from the residential template and fills the data items: names, email, address. It then writes their answers into the sizing sheet's input cells: four quarterly bills, the evening share, the roof type. The sheet recalculates, and the connected price lines take their new descriptions and unit prices, so the draft is already sized and priced from Tallowwood's own formulas.
Nate reviews the draft, checks the site details at the visit and sends it. The zap doesn't tick the battery option or choose which blocks go in: the household chooses. Writing sheet cells is a Zapier step; the API and Make create the document and fill data items and price rows. Field names here are illustrative.
- Creates: the proposal from your template
- Fills: data items such as name and address
- Writes: the answers into the sheet's input cells (Zapier)
- Leaves to people: options, blocks and the final check
API, Zapier and Make: Essentials and up
Document automation APIWritten by the zap · Usage tab
1,880
Usage
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Quarter | kWh used | Days | Cost at your rates | kWh / day |
| 2 | Jan–Mar | 1,880 | 90 | $738.20 | 20.9 |
| 3 | Apr–Jun | 1,720 | 91 | $684.90 | 18.9 |
| 4 | Jul–Sep | 2,160 | 92 | $835.60 | 23.5 |
| 5 | Oct–Dec | 2,270 | 92 | $873.00 | 24.7 |
| 6 | Year | 8,030 | 365 | $3,131.70 | 22.0 |
| 7 | |||||
| 8 | Evening & night share | 40% | From the homeowner | ||
| 9 | Evening & night kWh / day | 8.8 | |||
| 10 | Highest quarter, kWh / day | 24.7 | |||
| 11 | Usage rate ($/kWh) | 0.34 | Typed from the bill | ||
| 12 | Feed-in rate ($/kWh) | 0.05 | Typed from the bill | ||
| 13 | Supply charge ($/day) | 1.10 | Typed from the bill | ||
System
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | What | Value | Unit | Basis |
| 2 | Average daily use | 22.0 | kWh / day | From the bills |
| 3 | Peak sun hours | 4.2 | h / day | Installer's assumption |
| 4 | System performance | 80% | Installer's assumption | |
| 5 | Panel size | 440 | W | Rates tab |
| 6 | Target system size | 6.55 | kW | Estimate |
| 7 | Panels | 15 | panels | Rounded up |
| 8 | Array size | 6.60 | kW | |
| 9 | Hybrid inverter | 5 | kW | Panels up to 133% of inverter |
| 10 | Evening & night use | 8.8 | kWh / day | From Usage |
| 11 | Battery modules | 2 | × 5 kWh | Covers evening use |
| 12 | Battery size | 10 | kWh | |
| 13 | Generation, a year | 8,094 | kWh | Estimate |
| 14 | Used as it's made | 4,818 | kWh / yr | Estimate |
| 15 | Stored, used at night | 3,212 | kWh / yr | Estimate |
| 16 | Saving, solar only | $1,802 | a year | Estimate |
| 17 | Saving, with the battery | $2,733 | a year | Estimate |
| 18 | Price line | Description → price line | Unit price → | |
| 19 | Panels | 15 × 440 W panels · Norrow N440 (6.6 kW) | $2,580 | |
| 20 | Racking | Rail & clamp kit for 15 panels | $540 | |
| 21 | Inverter | Pellam PH-5 · 5 kW hybrid inverter | $2,350 | |
| 22 | Installation | Installation, 15 panels & inverter | $1,470 | |
| 23 | Battery (fits evening use) | Quolla battery, 2 × 5 kWh modules (10 kWh) | $8,130 | |
| 24 | Battery (one more module) | Quolla battery, 3 × 5 kWh modules (15 kWh) | $11,280 | |
Payback
| Row | A | B | C |
|---|---|---|---|
| 1 | What | Value | Basis |
| 2 | Price table total | Price table$14,575.00 | Inc tax · linked from the price table |
| 3 | Solar-only price | $5,632.00 | Inc tax |
| 4 | Battery price | $8,943.00 | Inc tax |
| 5 | Saving used | $2,733 | Estimate |
| 6 | Simple payback | 5.3 years | Estimate |
| 7 | Our estimate, not a guarantee: your savings depend on your usage, the weather and your tariffs. An EV charger, if ticked, is in the total. | ||
Rates
| Row | A | B | C |
|---|---|---|---|
| 1 | Item | Size | Unit price, ex tax |
| 2 | Norrow N440 panel | 440 | $172 |
| 3 | Rail & clamp kit, per panel | $36 | |
| 4 | Installation, per panel | $98 | |
| 5 | Pellam PH-5 · 5 kW hybrid inverter | 5 | $2,350 |
| 6 | Pellam PH-8 · 8 kW hybrid inverter | 8 | $3,150 |
| 7 | Pellam PH-10 · 10 kW hybrid inverter | 10 | $3,690 |
| 8 | Quolla QB-5 battery module | 5 | $3,150 |
| 9 | Usable share of each module | 90% | |
| 10 | Quolla backup gateway | $1,150 | |
| 11 | Battery installation & commissioning | $680 | |
| 12 | Isolators, cabling & switchboard work | $640 | |
| 13 | Monitoring kit & app set-up | $180 | |
| 14 | Rebate / incentive (installer's figure) | −$2,640 | |
| 15 | Pellam EVC-7 · 7 kW EV charger, installed | $1,690 |
- Typed in
- Installer's assumption
- Estimate
- Connected to the price table
Your system, priced
Solar system
Battery · choose oneChoose one
What's in the battery system
- a×2Quolla QB-5 battery modules5 kWh each, stacked on the garage wall
- bQuolla backup gatewaySwitches your essential circuits to the battery in an outage
- cPellam PH-5 hybrid inverterAlready in your solar system: runs the panels and the battery
- dMonitoringBattery level and use, on your phone
EV charger · tick to addTick to add
- Subtotal
- $5,120.00
- Tax (10%)
- $512.00
- Total
- $5,632.00
- Deposit on signing (15%)
- $844.80
Three ways in: the API, Zapier or Make
Pick the route that matches your website and your CRM. All three are on Essentials and up.
The QuoteCloud API
For a website calculator your developer controls: create a proposal from a template with data items and price rows. A creation fee applies per document: US$2.00 each up to 1,000 a month, US$1.80 to 5,000, US$1.60 above. Document automation API.
Zapier
The route that can also write the enquiry's answers into the sizing sheet's input cells, so the draft arrives priced. The same per-document fees apply to documents created through Zapier; triggers such as Signed Document carry the result back.
Make
For teams already running Make scenarios: a scenario can create the proposal from your template. No per-document fee is stated for Make; check the modules available in your Make account.
Turn the next website enquiry into a proposal
Free for 14 days, no credit card required. Build your residential template, then connect your form through Zapier, Make or the API.
Speed to a first proposal
The enquiry becomes a proposal, not an email
A website calculator's numbers used to land in an inbox and wait. Now they arrive as a draft proposal from the right template, so the consultant's first job is to check it and book the visit.
What happens at the visitConnect your website to QuoteCloud in five steps
Set up once; each enquiry after that arrives as a draft proposal.
Build the template
Your residential template with the sizing sheet, price lines, battery choice and terms.
Mark the inputs
Data items for name and address, and the sheet's input cells for bills, evening share and roof type.
Build the zap
Map each website field to a data item or a sheet input cell in Zapier's Create Document step.
Review the draft
The sheet has sized it and the lines are priced; a consultant checks it and books the visit.
Send and follow
Send it, then let triggers such as Signed Document update your CRM.
Lead automation questions
Can my website solar calculator create a proposal in QuoteCloud?
Yes. On Essentials and up, the QuoteCloud API, Zapier or Make can create a proposal from your template when someone submits your website calculator or enquiry form, filling data items such as name and address. Through Zapier, the answers can also go into the sizing sheet's input cells so the connected price lines are priced before anyone opens it.
Can the automation fill in the sizing sheet or choose the battery?
Zapier can write the enquiry's answers, such as bills and evening share, into the sheet's input cells, and the sheet recalculates the connected price lines. No automation ticks optional items such as a battery or chooses which content blocks go in: the household makes the choices, and a consultant reviews the draft before it's sent.
What does it cost to create proposals through the API or Zapier?
API and Zapier need Essentials or above, plus a fee per document created that way: US$2.00 each for 1 to 1,000 documents 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.
Will the proposal go to the homeowner automatically?
It can: Send Document is a Zapier action. Most solar retailers have a consultant check the draft and book a site visit first, because the website can't see the roof or the switchboard. The choice is yours when you set up the zap.
Can my CRM hear when the homeowner signs?
Yes, through Zapier. Triggers include Recipient First Viewed, Signed Document, Document Payment Event and Status Changed, so a signature or deposit can update a deal in HubSpot or Zoho CRM. Pipedrive connects directly, and native CRM integrations are on the Business plan.
Does QuoteCloud connect to solar design tools?
QuoteCloud has no dedicated connection to solar design or sizing tools. Where your tool has a Zapier or Make connector, or can call an API, it can create a QuoteCloud proposal from your template with data items and price rows, the same way a website form does.
Everything a solar business sends
From the sizing sheet to the signed install.
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CRM, accounting & job integrationsHubSpot, Pipedrive, Xero, QuickBooks, simPRO and ServiceM8, connected the way each one really connects.Explore
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Sizing calculators that price the proposalYour sizing spreadsheet as a block in the proposal: cells set price lines' descriptions and unit prices, and the total comes back for payback.Explore
- Residential solar proposalsBills, sizing, roof photos, panels, inverter and datasheets in one proposal the household reads, signs and pays a deposit on.
- Battery add-ons & retrofitsA battery sized from exports and evening use, offered as a choice of sizes, added to a new system or an existing one.
- EV charger quotesA charger as an option in the solar proposal or its own quick quote, paid in full or with a deposit on signing.
- Solar, battery & EV packagesSolar only, solar + battery, or the lot: packages the homeowner chooses inside the proposal, with the price following.
- Site assessments & roof photosRoof, switchboard, meter and existing system captured in a Forms block, with marked-up photos, inside the proposal.
- Rebate & incentive linesAny rebate or incentive as a line you enter, worded your way and tagged as your figure: never calculated by QuoteCloud.
- Commercial solar proposalsLarger systems sized from interval data, approvals on big totals, two directors signing and an install programme.
- In-home sales & tablet signingSize it at the kitchen table, change the battery as you talk, and both homeowners sign on your tablet.
- Deposits & installation programmesA deposit on signing through Stripe or PayPal, and the steps to switch-on as a programme in the proposal.
- Solar templatesReal QuoteCloud solar proposal and quote templates, ready for your sizing sheet and price book.
- QuoteCloud implementation for solar retailersYour sizing spreadsheet rebuilt as a block, your price book loaded, payments connected and consultants trained.
- FAQAnswers to the questions solar retailers, battery installers and EV charger installers ask most.
Every enquiry, a proposal from your own template
Free for 14 days. No credit card required.