The proposal is a link, not a PDF attachment nobody opens twice. The homeowner reads it on their phone, switches between paying cash and financing, takes two panels off the roof to see what changes, and signs at the end.
Reorder them, switch the ones off that you never use, and add your own — an eyebrow, a title, your words, an image and links. Set it once as the company default, or change it for a single homeowner.
Switching on the storage slide does not add a battery, and the EV slide does not appear without a charger on the design. The dealer's switch is an and, never an override.
The investment slide lists everything in the package and one total. A per-line price list invites a line-by-line negotiation of something that is only sold, installed and warranted as one thing.
Add or remove panels, change the number of batteries, switch payment option — and the production, the price and the savings all recompute in front of them. It is a conversation, not a printout.
The link is per-homeowner and reused, so the address already in their text messages keeps working. It carries a snapshot, so the proposal does not change under them after you sent it — share again to update it.
Drawn signature plus their typed name, and the authorisation they sign under carries your company name — not ours. No deposit is taken, and the terms say final pricing is confirmed after the on-site survey.
Part of the Solar & Battery Sales product — on Growth and Enterprise, not Starter.
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