Book a demo →
Platform /

Quotes & proposals

Price the work. Understand the margin.

Build solar quotes with product costs, payment milestones and documents that look like your business.

Book a demo

30 minutes. Focused on your business.

Preview of Voltrack quotes & proposals Quotes & proposals
Solar adviser discussing a proposal with homeowners
Real Voltrack interface · demo workspace
Voltrack / Quotes & proposalsView full screen ↗
Voltrack quotes & proposals interface
Inside VoltrackPrice the work. Understand the margin.Demo workspace · click to view the complete capture.

Why it matters

A quote should do more than show a price.

Materials, lead-source commission and product margins affect the value of a sale. Bring them into the quoting process while giving the customer a clear proposal to review.

Your connected workflow

  1. 01Product items
  2. 02Costs & margin
  3. 03Payment milestones
  4. 04Customer acceptance
See this workflow live →
01

Work with your product costs

Use quote items and cost information to see the margin behind the selling price.

02

Set payment milestones

Define how payments are scheduled, rather than treating every installation as a single payment.

03

Make proposals your own

Configure quote layouts and share quotes for customers to review and accept.

Make it your own

Your brand. Your workflow.

Every colour, your choice. Customise backgrounds, sidebars, cards, buttons, links and status colours, alongside your logo, quotes, invoices and emails. Customise Voltrack around your business, from the customer experience to the stages your team works through.

Company logoComplete colour customisationDocument templatesPipeline stagesTeam permissions
Explore customisation

Your workflow, connected

Part of the
whole operation.

Explore the tools on either side of this workflow, and see how Voltrack could bring your team together.

Before you enquire

Useful to know.

Can our quotes use our branding?

Yes. Document layout tools let you configure quote and invoice layouts for your business.

How do we get started?

Book a demo so we can walk through your workflow and agree the configuration, migration and training your business needs. View pricing and setup.

Let’s talk

See how your team could quote with confidence.

Tell us what you want to improve. We’ll show you the relevant workflows and discuss whether Voltrack fits.

Book a demo View pricing & setup →