Quote builder
Customer
Type the client's name, or upload a photo or PDF of their power bill and the details fill in.
Brand & building
Pick a size
Download saves the quote and gets the PDF. Edit opens it in the Builder to change anything first.
Need a commercial quote, a battery, a loan or anything custom? Use the Builder.
Customer
System size
Location & solar radiation
Monthly solar radiation (kWh/m²/day). Pick the nearest city or choose Custom and type values from NASA POWER or PVGIS for the exact site.
Components
Pricing
Payment mode
Funding comparison
Option 1
Option 2
Option 3 (optional: leave the name blank to leave it out)
Savings assumptions
Cover page
Pages in this quote
Upload your own designed pages (company profile, past projects, datasheets) in Settings → Inserted pages.
Terms & warranty
Dashboard
By salesperson
Quoted vs approved value
Pipeline
Settings
Company details on the quotation
Quotations use clean sans-serif fonts only: Geist for headings and Inter for text.
Bank details
Bank loan defaults
Residential defaults follow SBI's PM Surya Ghar rooftop loan (5.75% up to ₹2 lakh, 7.90% above, floating and linked to the repo rate). Check the lender's current rate before sending.
Documents checklist
Terms & conditions page
Printed as a numbered list on the Terms & conditions page of every quote, after that quote's scope, warranty and exclusions. Have these reviewed by your legal advisor.
Inserted pages
Quick quote brand kits
| Kit | Panel make on the quote | ₹ per kWp | Panel Wp |
|---|---|---|---|
| Waaree | |||
| Saatvik | |||
| Goldi | |||
| Premier | |||
| ReNew | |||
| RenewSys | |||
| Tata |
The 3–10 kW buttons on Quick quote price each kit at its own ₹ per kWp. Leave a rate blank to use the residential rate under Default rates. Elevated structure and building height extras are added on top.
Default rates for new quotes
These fill in new quotes only. Existing quotes keep their own figures.
Cover page
Used on every quote unless a quote has its own site photo. Remove it to go back to the built-in Unite Solar installation photo.
Tap a field to insert it where your cursor is in the last text box you touched. It fills in from each quote automatically.
Team members
Salespeople create quotes and see only their own. Admins see every quote and can change settings.
Emails
Put {link} where the customer's link should go: it becomes a "Download your quotation (PDF)" button that downloads their quotation. The link never expires (it stops only if the quote is deleted). A draft that is emailed is marked Sent.
Order confirmation email (on approval)
Uses the fields listed under Cover page, plus {advance}, {bank}, {emi}, {down_payment}, {company_phone} and {company_email}. Emails go from the company mailbox set up on the server, with replies going to the salesperson.