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Manage Sales Opportunities - Configure, Price, and Quote
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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…
6 mths ago
18
Manage Sales Opportunities
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).…
updated
4 mths ago
15
Manage Sales Opportunities
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…
updated
4 mths ago
9
Manage Sales Opportunities
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 .…
updated
4 mths ago
13
Manage Sales Opportunities
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:…
updated
4 mths ago
9
Manage Sales Opportunities
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,…
updated
4 mths ago
16
Manage Sales Opportunities
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.…
updated
4 mths ago
15
Manage Sales Opportunities
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…
updated
4 mths ago
11
Manage Sales Opportunities
Manage Sales Opportunities - Configure, Price, and Quote
Categories
Integrations & Partnerships
Partnerships
Align Solar Protection
SolarNexus
Contact Support
About SolarNexus
Update Notes
Application Overview
Tips and Tricks
Administration
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources: Service Offerings, Pricing, & Solution
Resources: Products and Catalogs
Project Milestones and Workflow Management
Account and User Management
Working with Jobs (Projects) and Solutions
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
SolarNexus FAQ
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
View all topics
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Home
Integrations & Partnerships
Partnerships
Align Solar Protection
SolarNexus
Contact Support
About SolarNexus
Update Notes
Application Overview
Tips and Tricks
Administration
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources: Service Offerings, Pricing, & Solution
Resources: Products and Catalogs
Project Milestones and Workflow Management
Account and User Management
Working with Jobs (Projects) and Solutions
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
SolarNexus FAQ
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
View all topics
