ClickSabi Pro
Proposals
Creating a proposal
The three ways to start, including uploading an existing PDF.
1 min readLast updated
Design with ClickSabi
The recommended path. Build the solar design first, then generate the proposal from it so the offer matches the system you designed.
Upload proposal or report
Upload an existing proposal or report produced elsewhere and use it inside the ClickSabi proposal. PDF files only.
Start without a design
Write the proposal manually and add system details later.
Branding first
If your company branding is incomplete, ClickSabi asks you to finish it before starting a new proposal, so the customer never receives an unbranded offer.
Related articles
- Solar DesignTaking a design to a proposalApprove the design, then hand it to Proposal Studio.
- ProposalsUsing proposal templatesStart from a consistent structure instead of a blank page.
- ProposalsPublishing and sharing a proposalPublish a version, control the link, and preview what the customer sees.
- ProposalsUnderstanding Proposal StudioWhere an offer is built, and what happens after you send it.
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