ClickSabi Pro
Solar Design
Taking a design to a proposal
Approve the design, then hand it to Proposal Studio.
Approve the design
Approving applies the chosen system, records the approval and runs the production pipeline if production is not yet established. If it cannot complete, ClickSabi tells you what to fix rather than reporting success.
Create the proposal
Continue to the proposal from the design. ClickSabi creates or reuses the linked proposal, so a design never produces a second competing proposal record.
What the customer sees of a design
The customer view of a design is read-only: system size, panel count, production where it is modelled, offset, equipment, savings, price and layout. Provider-private notes and your cost breakdown are not included.
Related articles
- ProposalsUnderstanding Proposal StudioWhere an offer is built, and what happens after you send it.
- ProposalsCreating a proposalThe three ways to start, including uploading an existing PDF.
- Solar DesignEnergy inputs and the Results stepCapture usage and rates, then read production, offset and savings.
- Solar DesignUnderstanding the solar design workflowThe seven guided steps and how a design reaches a proposal.
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