# Offer Settings

## Purpose of This Page <a href="#purpose-of-this-page" id="purpose-of-this-page"></a>

Offer preferences help standardize proposal creation across your organization in solarVis. By defining preference sets, you can ensure consistent proposal layouts, texts, and visibility rules while still allowing flexibility for different markets, languages, or proposal styles.

You can set one preference as the company default and create additional sets to support alternative configurations.

{% hint style="info" %}
Using offer preferences results in:

* A defined default proposal structure for your company
* Consistent proposal layouts and content across projects and users
* Controlled visibility and presentation of proposal pages and data
  {% endhint %}

## What You Can Do Here <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

On this page, you can:

* Create new offer preference sets
* Set one preference as the default for your company
* Duplicate existing preference sets
* Delete unused preference sets
* Select the proposal (quote) language
* Define the offer validity duration
* Show or hide individual proposal pages
* Write page-specific descriptions and custom texts
* Upload and manage cover and back cover visuals
* Save changes and preview proposal output

## Preferences List <a href="#preferences-list" id="preferences-list"></a>

It displays all existing offer preference sets in a centralized table, allowing you to review, update, and manage proposal preferences efficiently.

### Preferences List View <a href="#preferences-list-view" id="preferences-list-view"></a>

This is the main list view where all existing offer preference sets are displayed in a table.

### Information Displayed <a href="#information-displayed" id="information-displayed"></a>

Each row in the list shows:

* Preference name
* Created date
* Last updated date

{% hint style="info" %}
Existing proposals are always updatable.
{% endhint %}

* Actions menu for managing the preference

### Manage an Existing Preference <a href="#manage-an-existing-preference" id="manage-an-existing-preference"></a>

Use the **Actions** menu (three dots) in the preference row to manage an existing preference:

* **Set as Default**

  Sets this preference as the company-wide default used for new proposals.
* **Duplicate**

  Creates a copy of the preference that can be renamed and modified.
* **Delete**

  Permanently removes the preference from the list.

## Create a New Preference <a href="#create-a-new-preference" id="create-a-new-preference"></a>

To create a new offer preference:

1. Click the **Create New Preference** button.
2. Enter a name for the preference.
3. Open the newly created preference to configure general settings and proposal pages.

### General Settings <a href="#general-settings" id="general-settings"></a>

**General settings** apply to the entire proposal generated using the selected preference.

#### a. Quote Language

* Select the proposal language from the dropdown.
* This controls the language used for proposal texts and page labels where translations are available.

#### b. Preference Name

* Enter a clear and descriptive name for the preference.
* Click **Save** to store the updated name.

#### c. Offer Validity

* Defines how long the proposal remains valid.
* Enter a numeric value representing the number of days.
* Click **Save** to apply the new validity duration.

#### d. Reset to Default

* Use the **Reset to Default** button to revert to the original **solarVis Default Proposal Template**, restoring all preference settings to their initial default configuration.

### Pages <a href="#pages" id="pages"></a>

The **Pages** panel lists all proposal pages that can be configured within the preference. Each page includes controls for visibility and content.

#### a. Show on Quote Toggle

* Enable the inclusion of the page in the generated proposal.
* Disable to exclude the page entirely from the proposal.

#### b. Page Description Fields

* Most pages include a short description field with a character limit.
* Use these fields to provide concise explanations displayed on the proposal page.

#### c. Save and Preview

* **Save** stores your latest changes.
* **Preview** allows you to review how the page will appear in the proposal output.

### Cover Page <a href="#cover-page" id="cover-page"></a>

The Cover Page defines the first page of the proposal.

#### a. Default Proposal Title

* Enter a standard title that will appear on the proposal cover.

#### b. Cover Page Details

Select which information appears on the cover page:

* Project name
* Customer name
* Created date
* Quote creator name
* Project address
* Validity date

#### c. Background Image

* Upload or select a background image to be used on the cover page.

{% hint style="info" %}
To save the proposal with graphics, make sure the **Background Graphics** option is enabled during download.
{% endhint %}

#### d. Use The Primary Color

* Select this option if you want to use your company color as the proposal background instead of an image.

### Introduction (Company About) Page <a href="#introduction-company-about-page" id="introduction-company-about-page"></a>

The Company About page introduces your company to the customer and provides background information within the proposal.

#### a. Description

Use the rich text editor to add your company description. This content can include:

* Company mission or vision
* Experience and expertise
* Certifications or differentiators

The text entered here will appear directly on the Company About page in the proposal.

#### b. Page Image

Upload or select an image to visually support your company introduction.

This image will be displayed alongside the description on the page.

### System Overview Page <a href="#system-overview-page" id="system-overview-page"></a>

Use this field to describe the overall system configuration, such as:

* System components included
* How the system operates as a whole
* Key characteristics of the solution

#### a. Design Overview Description

Use this field to explain the system design approach, including:

* Layout or installation logic
* Design assumptions

### Energy Flow Page <a href="#energy-flow-page" id="energy-flow-page"></a>

This page controls the Energy Flow diagram and its explanatory texts.

#### a. Energy Flow Description

Add a short summary describing the overall energy flow shown on the page.

#### b. Production Description

Use the editor to explain how the system generates energy.

#### c. Consumption Description

Use the editor to explain how energy is consumed, stored, or balanced.

### Estimated Energy Page <a href="#estimated-energy-page" id="estimated-energy-page"></a>

This page summarizes how much energy the system is expected to produce and how it relates to site consumption.

#### a. Estimated production and consumption description

Use this field to explain the relationship between production, consumption, self-consumption, and excess energy.

#### b. Select columns to display

* Choose which columns appear in the production and consumption table.
  * Consumption
  * Production
  * Self consumption
  * Excess production
* Select cards to display
* Define which cards are shown at the top of the page.
  * Add cards using the Add Card button
  * Remove cards using the delete icon
  * Reorder cards using drag and drop

### Heat Pump System Page <a href="#heat-pump-system-page" id="heat-pump-system-page"></a>

This page presents heat pump-related performance and financial indicators if a heat pump is included in the project.

#### a. Heat pump system description

Use this field to explain how the heat pump system works together with the PV system and electricity consumption.

#### b. Select Cards to Display

Choose which heat pump cards are visible in the proposal.

* Heat energy fulfillment rate
* Payback period of the heat pump system

### Battery System Page <a href="#battery-system-page" id="battery-system-page"></a>

This page highlights battery performance, autonomy, and backup-related indicators.

#### a. Battery System Description

Use this field to describe the role of the battery in self-consumption optimization or backup usage.

#### b. Select Cards to Display

* Yearly average self-consumption
* Backup time
* Backup capacity

### Savings and Benefits Page <a href="#savings-and-benefits-page" id="savings-and-benefits-page"></a>

This page controls the savings and benefits metrics shown in the proposal.

#### a. Savings and Benefits Description

Use this field to summarize long-term financial advantages and system value.

#### b. Select Cards to Display

Choose which savings cards appear, using the same card selection and ordering behavior as the Battery page.

* First-year savings
* Payback period of the solar system
* Coverage rate of my invoice from PV
* Annual maintenance & Repair cost

### Cumulative Cash Flow Page <a href="#cumulative-cash-flow-page" id="cumulative-cash-flow-page"></a>

This page visualizes long term financial performance of the system.

#### a. Cumulative cash flow description

Use this field to explain how investment costs and savings accumulate over time.

{% hint style="info" %}
This page includes a chart that can be displayed in the proposal and previewed using the Preview button
{% endhint %}

### Consumption Appliances Page <a href="#consumption-appliances-page" id="consumption-appliances-page"></a>

This page lists the appliances and loads considered in consumption calculations.

{% hint style="info" %}
If the project’s grid connection type is not set to **Off-Grid**, this section will be automatically hidden.
{% endhint %}

{% hint style="info" %}
Appliances are shown in a table format
{% endhint %}

#### a. Consumption appliances description

Use this field to explain how appliance data affects consumption modeling.

### Production Loss Page <a href="#production-loss-page" id="production-loss-page"></a>

This page controls the visibility and explanation of production loss information.

#### a. Production Loss Description

Explain the assumptions, loss types, or calculations included in the project.

This page includes;

* **Irradiance Losses**
  * Global Horizontal Irradiance
  * Tilt & Orientation Incidence Angle Loss
  * Shading Loss
  * Soiling Loss
  * Snow Loss
* **DC Losses**
  * Energy After PV Conversion
  * Environmental Conditions Loss
  * Light-Induced Degradation Loss
  * DC Connections Loss
  * DC Wiring Loss
* **AC Losses**
  * DC/AC Conversion Loss
  * AC Wiring Loss

> All the information can be seen on the proposal as a chart.

### Environmental Impact Page <a href="#environmental-impact-page" id="environmental-impact-page"></a>

This page controls environmental impact information.

{% hint style="info" %}
Sustainability calculations are based on [The Nature Conservancy](https://www.nature.org/en-us/get-involved/how-to-help/carbon-footprint-calculator/).
{% endhint %}

#### a. Environmental Impact Description

Add a summary describing the environmental results presented in the proposal.

This page includes;

* **Annual Saved Trees**
* **Annual CO2 Reduction**
* **Annual Prevented Diesel Car Travel**

### Materials Page <a href="#materials-page" id="materials-page"></a>

This page summarizes the hardware included in the project.

#### a. Materials Page Description

Use this field to explain which hardware categories and selections are included.

{% hint style="info" %}
All materials used in the project are displayed on this proposal page along with their images.
{% endhint %}

### BOM Page <a href="#bom-page" id="bom-page"></a>

This page presents the bill of materials and the total offer amount.

#### a. Bill of Materials Description

Add a description explaining what is included in the BOM.

#### b. Show Pricing Breakdown

Enable this option to display item-level pricing components in the BOM table within the proposal.

### Payment Page <a href="#payment-page" id="payment-page"></a>

This page defines the payment plan structure.

#### a. Payment Plan Steps

* Review existing/default payment steps.
* Edit step names in the **Step** field.
* Update payment rates as percentages.
* Ensure the total equals **100%**.
* Use **New Item** to add additional steps.
* Use the remove icon to delete a step.

> **Bank account details** and **Notes & Reminders** can be added to this page.

#### b. Payment Page Description

Add notes or explanations related to payment terms that will appear in the proposal.

### Services Page <a href="#services-page" id="services-page"></a>

This page lists services included or excluded in the offer.

#### a. Service list

For each service;

* Edit service names directly
* Choose whether it is included or not included
* Add new services using the New Service button
* Remove services using the delete icon

#### b. Services description

Use this field to explain the scope of services provided.

### Roadmap Page <a href="#roadmap-page" id="roadmap-page"></a>

The Roadmap page provides a clear, structured overview of the project timeline and key milestones, helping stakeholders understand how the project will progress from start to completion.

#### a. Steps and processes

Define project steps with durations in months.

* Add processes under each step

{% hint style="info" %}
You can add detailed processes or activities that explain what will be done during that phase.
{% endhint %}

* Define expected timelines
* Add or remove steps as needed

#### b. Roadmap description

Use this field to explain the overall implementation timeline.

### Back Cover Page <a href="#back-cover-page" id="back-cover-page"></a>

This page controls the final page of the proposal.

#### a. Background Image

Upload or select an image for the back cover.

#### b. Use Primary Color as Background

Enable this option to apply your company’s primary color instead of the background image.

***

## Related Pages <a href="#related-articles" id="related-articles"></a>

* [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom.md)
* [Battery Page](/project-design/create-a-project/battery.md)

If you have any questions about the Offer Settings section, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact)


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