Quotation & Proforma Suite: Sending Project Estimates & Deposit Requests

Convert Leads Faster: Automating Quotes and Proforma Invoices

Winning new solar installation deals requires speed. If you take 3 days to send a pricing estimation, your lead will choose a competitor. Our **Quotation & Proforma Suite** lets you draft and send professional estimates directly onto your customer's WhatsApp in seconds.

Difference Between Quotation and Proforma Invoice:

• Quotation: An estimated cost structure of solar panels, structures, and labor before the client commits.
• Proforma Invoice: An advance payment request drafted after contract agreement, used to secure raw materials before starting work.

How to Use the Suite:

1. Go to Billing ? Quotation.
2. Choose pre-saved system sizes and structures.
3. Generate the quotation sheet.
4. Once the client agrees, locate the quote on your Billing dashboard and click Convert to Invoice. The platform shifts the data instantly to a final Tax Invoice, saving hours of manual data entry.