Quote builder
Build a rooftop solar quotation; the document updates as you type.
Customer
System size
Location & solar radiation
Monthly solar radiation (kWh/m²/day). Pick the nearest city or choose Custom and type values from NASA POWER or PVGIS for the exact site.
Components
Pricing
Payment mode
Savings assumptions
Cover page
Pages in this quote
Upload your own designed pages (company profile, past projects, datasheets) in Settings → Inserted pages.
Terms & warranty
Dashboard
By salesperson
Quoted vs approved value
Pipeline
Quotations
Settings
Company details on the quotation
Carlito matches Calibri and EB Garamond matches Garamond, the Unite house style. Pick the fonts your designed pages use so everything matches.
Bank details
Bank loan defaults
Residential defaults follow SBI's PM Surya Ghar rooftop loan (5.75% up to ₹2 lakh, 7.90% above, floating and linked to the repo rate). Check the lender's current rate before sending.
Documents checklist
Terms & conditions page
Printed as a numbered list on the Terms & conditions page of every quote, after that quote's scope, warranty and exclusions. Have these reviewed by your legal advisor.
Inserted pages
Default rates for new quotes
These fill in new quotes only. Existing quotes keep their own figures.
Cover page
Used on every quote unless a quote has its own site photo. Remove it to go back to the built-in Unite Solar installation photo.
Tap a field to insert it where your cursor is in the last text box you touched. It fills in from each quote automatically.
Team members
Salespeople create quotes and see only their own. Admins see every quote and can change settings.
Email on approval
Uses the fields listed under Cover page, plus {advance}, {bank}, {emi}, {down_payment}, {company_phone} and {company_email}. Emails go from the company mailbox set up on the server, with replies going to the salesperson.