Customer proposal

My customer proposoal isn't loading - why?

If your report isn't loading, it's likely because Easy PV is missing some information it needs to generate it. 

Usually blank proposal are caused by issues with the performance task. Navigate to the task, and see if there are any errors (they may say 'undefined' or 'NaN’) on the table. If there are, you should be able to work out what needs to be corrected. For example if the postcode zone row has an error, you know you need to change the postcode; if the shade factor has an error in it, you know you need to check back in the performance task to make sure all of the shade evaluations have worked, and so on.

If you go to the performance task and there are no errors, then we suggested contacting us on help@easy-pv.co.uk.

How do I attach my logo/branding to the customer proposal or Easy PV project report?

To attach your Logo to the Easy PV Project Report please navigate to My Account in the top right of the Easy PV home page and click on Preferences. Once in this menu, scroll down to the Company Logo section and click on the current logo image. You can then upload an image from your computer.

Please note that the logo will only appear on the quote page of the customer proposal report.

How do I hide line prices in the customer proposal?

Select Customer Proposal from the Tasks drop-down menu. In the section titled Quotation you can change the pricing to:

  1. Show line items,
  2. Show equipment and services subtotals, 
  3. Only show total.

I’ve done a 3D design, can I include the 3D preview in the customer proposal document?

Yes, select Customer Proposal from the Tasks drop-down menu. In the bottom section titled Overview images you can select the 3D viewpoint you would like to show on the proposal. 

Note if you change the 3D design or panel layout in your project after generating the 3D image you’ll need to come back to this task and regenerate the image to be used in your proposal.