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.
Every time you complete a quotation in the Installer Dashboard, you can save it with one click. The saved quotation stores:
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.
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.
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.
Speed of proposal delivery directly impacts close rate. Data from Philippine solar companies suggests:
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.
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