Rebates and incentives, shown your way
Any rebate or incentive as a line you enter, worded your way and tagged as your figure, so the household sees the net price clearly.
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- Building QuoteCloud since 2013
In QuoteCloud a solar retailer shows a rebate or incentive as a price-table line they enter, often typed into a cell of their sizing sheet that's connected to the line's unit price, with their own wording and an 'Installer's figure' tag. QuoteCloud doesn't calculate, create or claim rebates or incentives and doesn't check eligibility.
A solar and battery proposal from a fictional business, Tallowwood Solar & Storage. The equipment lines total $17,479.00 inc tax before any rebate. The installer types a rebate figure, minus $2,640, into cell C14 of the sizing sheet's Rates tab; a line called Rebate / incentive discount, tagged Installer's figure, slides into the price table with its unit price connected to that cell, and the price the household pays settles at $14,575.00 inc tax.
A figure you type, connected to its own line
Rebates and incentives depend on where you work, the system and the household, and the figure is yours to work out and stand behind. So in Tallowwood's sheet it isn't a formula: Nate types it into Rates!C14, coloured as a typed-in cell.
That cell is connected to the rebate line's unit price. The line carries an 'Installer's figure' tag and your wording in its note, and the total and deposit are worked out after it.
- Rates!C14 → the rebate line's unit price
- Tagged 'Installer's figure'
- Your wording in the line note
Spreadsheet block and price tables: Essentials and up
How cells price the linesRates tab
−$2,640
Rates
| Row | A | B | C |
|---|---|---|---|
| 1 | Item | Size | Unit price, ex tax |
| 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
- $13,250.00
- Tax (10%)
- $1,325.00
- Total Total → Payback!B2
- $14,575.00
An incentive the household may be eligible for
For Ruth's battery the incentive depends on her eligibility, so the line says so: 'Installer's figure if you're eligible; we check eligibility and claim it.' Nate types the amount into Battery!D12 and the incentive line takes it.
If it turns out she isn't eligible, revise the proposal with the line removed and send it again: the total, deposit and payback estimate follow.
- Battery!D12, typed, if eligible
- Wording that names who checks
- Revise and resend if it changes
Battery tab
−$3,600
Battery
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | What | Value | Unit | Basis |
| 10 | Price line | Description → price line | Unit price → | |
| 11 | Battery | Quolla battery, 3 × 5 kWh modules (15 kWh) | $11,280 | |
| 12 | Incentive line | Installer's figure, typed if eligible | −$3,600 | |
Your battery, priced
Battery system
Options · tick to addTick to add
- Subtotal
- $10,530.00
- Tax (10%)
- $1,053.00
- Total Total → Payback!B2
- $11,583.00
Approved rebate wording, in every proposal
Write the rebate and eligibility wording once, save it to your content library and lock it, so every consultant sends the same words.
- Rebate & incentive wordingText block Locked
- Eligibility & who claims itText block Locked
- Terms of saleText block Locked
- Sizing sheetSpreadsheet block
- Roof photo pageImage block
- 1Cover
- 2Sizing sheet From library
- 3Your system, pricedRebate line: installer's figure
- 4About rebates & incentives Locked block
- 5Eligibility Locked block
- 6Terms Locked block
- 7Signatures
Saved once
Rebate wording as a library block, dropped into each template.
Content library: Essentials and up
Locked
Lock the blocks consultants shouldn't change.
Content locking: Business
How to word a rebate or incentive line
What households and your compliance team both need from the line.
Say whose figure it is
Tag the line 'Installer's figure' and type it in a labelled cell.
Say what it depends on
If it depends on eligibility, say so in the note, and who checks it.
Show before and after
A negative line shows the price before and after; tax follows your account's setting.
Date your prices
An expiry date on the proposal for when the figure stops applying.
Same words everywhere
Save the explanation in your content library and lock it (Business).
Revise if it changes
Remove or change the line and send a revised proposal; the total follows.
Show your rebate lines clearly
Free for 14 days, no credit card required. We'll convert one of your solar proposals into a template during the trial.
Your figure, your claim
QuoteCloud shows the rebate. Your business works it out.
QuoteCloud doesn't calculate, create or claim rebates or incentives, and doesn't check eligibility. It puts your figure in front of the household, clearly, in a proposal they sign.
Solar FAQRebate and incentive questions
How do I show a solar rebate or incentive in a QuoteCloud proposal?
As a price-table line you enter, usually a negative amount such as 'Rebate / incentive discount', tagged as your figure, with your wording in the note. You can type the figure into a cell of your sizing sheet and connect that cell to the line's unit price, so it sits with your other rates.
Does QuoteCloud calculate rebates or check eligibility?
No. QuoteCloud doesn't calculate, create or claim rebates or incentives, and doesn't check eligibility for any program. The figure, the eligibility check and any claim are your business's own; QuoteCloud shows your line in the proposal.
How is tax handled on a rebate line?
The line sits in the price table like any other, and tax is worked out on the subtotal using the tax settings on your account and price table. How a rebate is treated for tax where you work is for you to confirm.
Can I stop consultants changing the rebate wording?
Yes, on the Business plan. Save the wording as a block in your content library and lock it with content locking, so consultants can fill in the figure but not edit the explanation.
What if the household turns out not to be eligible?
Revise the proposal: remove or change the line and send the new version. The total and deposit follow, and any payback estimate in your sheet uses the new total.
Everything a solar business sends
From the sizing sheet to the signed install, for every kind of solar job.
-
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
-
Solar, battery & EV packagesSolar only, solar + battery, or the lot: packages the homeowner chooses inside the proposal, with the price following.Explore
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Residential solar proposalsBills, sizing, roof photos, panels, inverter and datasheets in one proposal the household reads, signs and pays a deposit on.Explore
- 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.
- Site assessments & roof photosRoof, switchboard, meter and existing system captured in a Forms block, with marked-up photos, inside the proposal.
- 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.
- From website enquiry to proposalYour website calculator or enquiry form creates a proposal from your template through the API, Zapier or Make.
- CRM, accounting & job integrationsHubSpot, Pipedrive, Xero, QuickBooks, simPRO and ServiceM8, connected the way each one really connects.
- 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.
Your figure, shown clearly in every proposal
Free for 14 days. No credit card required.