Summary & Offer
This page allows you to review and validate the complete technical, energy, battery, and financial results of the project before creating or sending the proposal.
Purpose of This Page
The Summary & Offer page is the final checkpoint of the project workflow. It consolidates outputs from all previous steps and presents them in a customer-ready format. This page is used to confirm design accuracy, explain system performance, validate financial outcomes, and generate the final proposal.
No manual input is required on this page. All results are recalculated automatically whenever a change is made elsewhere in the project.
What You Can Do Here
On this page, you can:
Review the full system configuration and capacities
Verify panel, inverter, and battery selections
Inspect layout images and 3D design visuals
Understand how energy flows between the solar, the battery, and the grid
Analyze energy production, consumption, and self-consumption
Review system losses and performance assumptions
Evaluate the battery contribution that you arranged
Review investment cost, savings, and payback period
Validate annual bill savings and cash flow impact
Review the full bill of materials and pricing
Print or send the proposal to the customer
Step-by-Step Overview
This section helps you review the project summary and final checks before sending the offer.
Print Offer
Clicking the Print Offer opens the proposal in a dedicated proposal view. A unique proposal link is generated automatically. From there, the proposal can be previewed, customized, changed the quote template & settings, and downloaded as a PDF.
What happens when you click Print Offer
The proposal opens in a full-page preview mode
The proposal layout is generated based on the selected quote template and quote settings
What you can do in the Print Offer view
Preview the complete proposal exactly as the customer will receive it
Switch between available quote templates, such as On-Grid or Off-Grid, and different language options
Customize all sections while previewing the proposal and see changes applied immediately
Download or send the offer
Click Save as PDF to download the proposal as a PDF file
Click Send Offer to view the available options for sharing the proposal link with the customer
When downloading the proposal using Google Chrome, select the Background Graphics option to include graphics in the saved file.
Send Offer
Clicking the Send Offer button opens the Send Proposal modal. From this modal, you can choose how the proposal will be delivered to the customer.
You can use solarVis' hosted delivery methods or your own communication channels.
SolarVis Hosted Methods
Send via Phone
SolarVis sends an SMS to the customer containing a secure proposal link.
Send via Email
SolarVis sends the proposal link directly to the customer’s email address.
SolarVis provides different message and email templates, which you can change whichever you want and preview before sending.
After selecting one or both options, click Send Proposal to deliver the offer.
Your Own Methods
Get Link of Proposal
Copies a shareable proposal link that you can send manually.
Send via WhatsApp
Opens WhatsApp with the proposal link ready to send to the customer.
Send via Email App
Opens your default email application with the proposal link included.
Project Header and Controls
At the top of the page, you can see the project name, customer name, project location, created date, and company logo to review all the introduction information.
System Overview
This section summarizes the core technical configuration of the system, including:
Total number of panels
Inverter count
Whether the battery and heat pump are included, and the capacity
Installed DC power
Installed AC power
It allows you to quickly confirm that the designed system matches the intended project scope.
Design Overview
The Design Overview displays visual representations of the project layout:
Main system design image
Additional views generated from the 3D model
These visuals are used directly in proposals to clearly explain panel placement, roof usage, and system layout to the customer.
Energy Flow
This section explains how energy moves through the system over the course of a year.
This section shows the following information:
Solar energy production
On-site energy consumption
Energy stored in and discharged from the battery
Energy imported from and exported to the grid
Separate production and consumption views help clearly illustrate system behavior and energy distribution.
Estimated Production and Consumption
This section provides the following details:
Annual totals for production, consumption, and self-consumption
Monthly breakdowns displayed in tables and charts
These visuals help explain seasonal variations and show how much solar energy is used directly on site versus exported to the grid.
Estimated System Losses
This section details the performance losses applied in the system calculation, including:
Irradiation losses
DC losses
AC losses
These values explain why the final AC energy output differs from the theoretical solar potential.
Heat Pump Systems (if applicable)
If a heat pump system is included, this section summarizes its impact on the project.
You can review the following points in this section:
Heating and cooling efficiency (COP values)
Heat load coverage rate
Energy source distribution for heating demand
Battery Systems (if applicable)
If a battery system is included, this section summarizes its impact on the project.
It can be reviewed the following items in this section:
Average self-consumption increase
Backup capacity and estimated backup time
Battery contribution to energy bills
Financial Overview
The Financial Overview presents the key economic results of the project, including:
Total investment cost
Annual maintenance and repair cost
First-year savings
Return on investment
All values are calculated automatically based on system performance, pricing, and regulatory assumptions.
Annual Bill Savings
This section compares electricity bills:
Before solar installation
After solar installation
After solar with battery (if applicable)
Monthly savings and coverage rates help clearly demonstrate the financial benefits of the system.
Materials
The Materials section lists all components included in the project.
For each item, this section presents the following details:
Product name
Unit type
Unit price
Quantity
Total cost
This ensures pricing transparency and aligns the proposal with the configured bill of materials.
Related Pages
Feel free to contact us if you need further assistance.
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