-
About Loan / Dealer Fees
Loan fees are not added until the Analysis is run. Loan fees are tacked on to your solution's retail price defined on the Price screen. SolarNexus excludes loan fees from the rest of the pricing…
-
Pricing a Solution
Each solution has a customer Price. The solution template selected when you create the solution determines the pricing method used (Gross Price Input or Cost Items).…
-
Proposing & Selling a Project (Docs)
SolarNexus assists your sales staff to easily create customized documents including proposals and contracts, as well as automatically filling in data to PDF forms provided by utilities and other…
-
Web-Enabled Proposals
You may optionally present sales proposals to customers on a web-page, rather than a PDF document, so that you don't have to manage PDF files during remote sales meetings .…
-
Scope of Work: Desired Scope and Solution Scope
Your company sells a given set of services to its customers. Each service you sell has a type, and the scope is a list of all the types included. Types of services include, for example:…
-
Adding Services to a Solution
A customer solution consists of one or more services you are proposing to sell to the customer. Services are things like PV system installs, main electric service panel replacements,…
-
Defining a Solution
You can define one or more solutions within a single project. This feature allows you to create multiple customer proposals, enabling easy presentation of two or more options for your end customer.…
-
Tracking Customer Contacts
Use the "Customer Contact" checkbox on every log entry that pertains to the contact with a customer. Each log entry (including status changes and milestone completions) have the option to explicitly…
Manage Sales Opportunities - Configure, Price, and Quote