Getting started with QuoteCloud

Sizing calculators that price the proposal

Your own sizing spreadsheet as a block in the proposal: its cells set the price lines' descriptions and unit prices, and the total comes back for your payback estimate.

In QuoteCloud a solar installer builds their sizing calculator as a Spreadsheet block inside the proposal template, with their own formulas, tabs and rates, or imports it from .xlsx. Any cell connects to a price line's description and unit price, and the price table total comes back into a cell, so payback estimates follow the household's choices.

A sizing spreadsheet inside a proposal from a fictional business, Tallowwood Solar & Storage. The formula bar steps through four cells of the System tab: B7, =ROUNDUP(B6*1000/B5,0), works out 15 panels; D19, =B7*Rates!C2, is connected to the panels line's unit price, $2,580; B19 builds the line's description, 15 × 440 W panels · Norrow N440 (6.6 kW); and the proposal's total, $14,575.00 inc tax, comes back into Payback!B2, where the installer's payback estimate works out 5.3 years.

Every connection, from the cell to the line and back

Row 19 to 24 of Nate's System tab beside the price table they price. Pick a connection, or point at a cell or a line, then choose a different battery and watch the total land in Payback!B2.

Nate Carrow's sheet · the connected cells

Penhaligon · sizingSpreadsheet block
D19 =B7*Rates!C2

System

RowABCD
1 What Value Unit Basis
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
B2 ← Price table total

Payback

RowABC
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
  • Typed in
  • Installer's assumption
  • Estimate
  • Connected to the price table

The price table in the editor · lines and their cells

Your system, priced

Solar system

15 × 440 W panels · Norrow N440 (6.6 kW)Mono panels, 25-year product warranty Description ← System!B19Unit price ← System!D19
1 system $2,580.00 $2,580.00
Pellam PH-5 · 5 kW hybrid inverterRuns the panels and the battery Description ← System!B21Unit price ← System!D21
1 ea $2,350.00 $2,350.00
Rail & clamp kit for 15 panelsFor your tiled roof, north & west faces Description ← System!B20Unit price ← System!D20
1 kit $540.00 $540.00
Isolators, cabling & switchboard workAC/DC isolators, conduit, a new solar main switch
1 job $640.00 $640.00
Monitoring kit & app set-upSee generation and use on your phone
1 ea $180.00 $180.00
Installation, 15 panels & inverterLicensed installers, one day on site Description ← System!B22Unit price ← System!D22
1 job $1,470.00 $1,470.00
Rebate / incentive discount Installer's figureInstaller's figure where an incentive applies; we handle the claim Unit price ← Rates!C14
1 -$2,640.00 -$2,640.00

Battery · choose oneChoose one

1 $0.00 $0.00
Description ← System!B23Unit price ← System!D23
1 system $8,130.00 $8,130.00
Description ← System!B24Unit price ← System!D24
1 system $11,280.00 $11,280.00
What's in the battery system
  • ×2Quolla QB-5 battery modules5 kWh each, stacked on the garage wall
  • Quolla backup gatewaySwitches your essential circuits to the battery in an outage
  • Pellam PH-5 hybrid inverterAlready in your solar system: runs the panels and the battery
  • MonitoringBattery level and use, on your phone

EV charger · tick to addTick to add

1 ea $1,690.00 $1,690.00
Subtotal
$13,250.00
Tax (10%)
$1,325.00
Total Total → Payback!B2
$14,575.00

Choose a connection above, or point at a cell or a line.

Fictional business and figures. In QuoteCloud you connect any cell to a price line's description and unit price, and bring a price table total back into a cell. Quantities, optional items and the battery choice stay on the price table as usual; the sheet runs your formulas and fetches nothing from outside it.

See the whole residential proposal

Four tabs, one job each

Usage holds what the consultant types from the bills: kWh for each billing period, the days in it, and the share used in the evening. Billing periods vary, so the tab takes whatever the bills show.

System turns that into a design brief: target size from your peak sun hours and performance factor (both labelled as your assumptions), panels rounded up, an inverter looked up on the Rates tab, and battery modules for the evening use. Payback takes the price table total back and divides it by your saving estimate. Rates is your price list, kept in one place.

  • Typed in, assumption and estimate cells, each labelled
  • Cross-tab references such as Usage!E6 and Rates!C2
  • Click a tab or a cell to see its formula

Spreadsheet block: Essentials and up

Tallowwood Solar & StorageSolar & battery proposal TS-2614 Sample · fictional business

Nate's sizing sheet · four tabs

Nate's sizing sheet, built into the proposal as a Spreadsheet block. Figures are Tallowwood's estimates from your bills and our assumptions.

Penhaligon · sizingSpreadsheet block
B2 1,880

Usage

RowABCDE
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

RowABCD
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

RowABC
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

RowABC
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

The functions doing the work in Tallowwood's sheet

Ordinary spreadsheet functions, written by the installer. Each example below is a real cell from the sample sheet.

  • ROUNDUP for whole panels

    System!B7 =ROUNDUP(B6*1000/B5,0) turns 6.55 kW into 15 panels; B11 does the same for battery modules.

  • XLOOKUP against your rates

    System!B9 looks up the smallest inverter that suits the array on the Rates tab; D21 brings back its price for the line.

  • Text that becomes a description

    B19 joins the count, panel size and model with & and TEXT(), so the line reads "15 × 440 W panels · Norrow N440 (6.6 kW)".

  • IF for the right saving

    Payback!B5 uses the battery saving only when a battery is in the total, so the estimate matches what was chosen.

  • SUM, MIN and MAX

    Usage totals the bills, picks the highest period, and System caps what the battery can store with MIN.

  • The total, back as an input

    Payback!B2 isn't typed: it's the price table total, brought back into the sheet, so the payback follows the household's choice.

Bring your sizing spreadsheet into the proposal

Free for 14 days, no credit card required. Send us your .xlsx calculator and current proposal and we'll convert one template for you during the trial.

A second sheet, for batteries on existing solar

Ruth's sheet is shorter: what her 2016 system exported, her evening use, and the modules that cover it. B11 and D11 write the battery line; the incentive she may be eligible for is a cell the installer types, connected to its own line.

Tick the pool pump circuit in her price table: the total changes, Payback!B2 picks it up, and the simple payback moves with it. Same mechanic, different job.

  • Battery!B11 → description, D11 → unit price
  • Battery!D12: an incentive figure you type
  • Total → Payback!B2, payback recalculates
Battery add-ons & retrofits
Tallowwood Solar & StorageBattery add-on proposal TS-2631 Sample · fictional business

Your sizing sheet

Abernethy · battery sizingSpreadsheet block
B6 =ROUNDUP(B4/(5*B5),0)

Battery

RowABCD
1 What Value Unit Basis
2 Existing system 5.0 kW Installed 2016
3 Exported last year 4,120 kWh Typed from the bills
4 Evening & night use 11.5 kWh / day Typed from the bills
5 Usable share per module 90% Installer's assumption
6 Battery modules 3 × 5 kWh Rounded up
7 Battery size 15 kWh
8 Stored, used at night 4,120 kWh / yr Estimate
9 Saving a year $1,195 a year Estimate
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

Payback

RowABC
1 What Value Basis
2 Price table total Price table$11,583.00 Inc tax · linked from the price table
3 Saving a year $1,195 Estimate
4 Simple payback 9.7 years Estimate
  • Typed in
  • Installer's assumption
  • Estimate
  • Connected to the price table

Your battery, priced

Battery system

Quolla battery, 3 × 5 kWh modules (15 kWh)Includes the backup gateway and installation
1 system $11,280.00 $11,280.00
Pellam PB-5 battery inverter (AC-coupled)Works beside your existing solar inverter
1 ea $1,950.00 $1,950.00
Switchboard work & backup circuitsLights, fridge and internet on backup
1 job $720.00 $720.00
Monitoring upgradeBattery level and use on your phone
1 ea $180.00 $180.00
Battery incentive discount Installer's figureInstaller's figure if you're eligible; we check eligibility and claim it
1 -$3,600.00 -$3,600.00

Options · tick to addTick to add

1 job $260.00 $260.00
Subtotal
$10,530.00
Tax (10%)
$1,053.00
Total
$11,583.00
Deposit on signing (15%)
$1,737.45

From your .xlsx to a calculator that prices the proposal

What a solar business does once, in its proposal template.

  1. Import the .xlsx

    Add a Spreadsheet block to your template and import the calculator you already use, tabs and formulas included.

  2. Label the cells

    Colour what consultants type, your assumptions and your estimates, so households can read the workings.

  3. Connect cells to lines

    Point each price line's description and unit price at the cell that works it out, in your price table.

  4. Bring the total back

    Connect the price table total to the payback cell, so the estimate uses the price chosen.

  5. Lock and send

    Lock the blocks consultants shouldn't change with content locking (Business), then test on a real bill.

Spreadsheet questions from solar installers

Can a spreadsheet in QuoteCloud set the prices in my solar proposal?

Yes. The Spreadsheet block works like a full spreadsheet inside the proposal, and any cell can be connected to a price line's description and unit price. Your panel count, inverter lookup and battery size become the lines the household sees, priced from your own rates. Quantities, optional items and choices stay on the price table as usual.

Can the proposal total go back into the spreadsheet?

Yes. A price table total can be brought back into a spreadsheet cell, so a payback or return formula uses the price the household actually chose. When they pick a bigger battery or tick an option, the total changes and your formula recalculates. The result is your estimate, and should be labelled that way.

Can I import the sizing spreadsheet I already use?

Yes. You can import an .xlsx file into a Spreadsheet block, then tidy the tabs, label the cells consultants type, and connect the cells that price each line. Most solar businesses do this once in their proposal template, and every proposal sent from it carries the same calculator.

Which plan includes the Spreadsheet block?

The Spreadsheet content block is included from the Essentials plan, along with price tables, templates and payments on signing. Content locking, the approval workflow and Gantt charts are on the Business plan. Essentials and Business both start with a 14-day free trial, with no credit card needed.

Can my website form fill in the spreadsheet?

Yes, through Zapier. A Zap can create the proposal from your template and write values such as the bills and evening share into the sheet's input cells; the sheet recalculates and the connected price lines follow. The household still chooses options themselves, and automations don't choose content blocks.

Does QuoteCloud work out solar output, tariffs or rebates for me?

No. The sheet runs the formulas and assumptions you build, such as peak sun hours and a performance factor. QuoteCloud doesn't design systems, model shading, or fetch tariffs, weather or rebate data, and it doesn't check eligibility for incentives. Every generation, saving and payback figure is your estimate.

More questions from solar installers

Everything a solar business sends

From the sizing sheet to the signed install, for every kind of solar job.

Your calculator, inside every proposal

Free for 14 days. No credit card required.