Stop Rebuilding Quotes from Scratch — How to Save, Load, and Reuse Solar Quotations
If you're a solar installer who configures a new quotation from zero for every client — same system, same products, just a different name and address — you're wasting hours every week.
The Saved Quotations tab changes that.
How Saved Quotations Work
Every time you complete a quotation in the Installer Dashboard, you can save it with one click. The saved quotation stores:
Client information (name, address, contact, reference number)
Full system configuration (system type, size, panel, inverter, battery)
All material line items and pricing at the time of saving
The date it was created
The 3 Ways Installers Use Saved Quotations
1. Reload a Previous Client's Quote
Client calls back 3 months later and wants to proceed — but prices have changed. Open their saved quotation, update the prices, re-generate the proposal. Takes 2 minutes instead of 30.
2. Copy as Template for a Similar System
You just sold ten 5kW Deye + JA Solar systems in the same subdivision. New client in the same barangay wants the same setup. Load the last quote, change the client name and address, done. The BOM and pricing copy over exactly.
3. Build a Standard System Library
Create saved quotations for your 3-4 most popular system packages — "5kW Budget Package," "5kW Premium Hybrid," "10kW Commercial." When a new lead comes in, load the matching package, personalize it, and generate the proposal in minutes.
Why This Matters for Your Revenue
Speed of proposal delivery directly impacts close rate. Data from Philippine solar companies suggests:
Proposal delivered same-day: 35-45% close rate
Proposal delivered in 2-3 days: 20-30% close rate
Proposal delivered after 1 week: under 10% close rate
If you're doing 10 site visits per month and closing at 20% instead of 40%, that's 2 lost sales — potentially ₱500,000-₱1,000,000 in lost revenue — just because of slow proposals.
Best Practice: Save Every Quote, Even Rejected Ones
Always save the quotation even if the client says no. Six months later they may re-engage. Electricity rates will have risen. Your saved quote becomes a reference point to show them how much more their system would have saved if they'd said yes in April.
Start using Saved Quotations at solarenergyph.shop — Installer Dashboard → Saved Quotations. Free on all plans, no limit on saves.
Engr. Jason Morales — Founder, SolarEnergyPH