Commercial offer
The offer is a one- or two-page PDF quotation, with your line items, extras, discount, VAT and the profitability at the offer price. It is generated in 7 · Scenarios and report → Commercial offer.
Line items
They come from the designed installation, the same as the CAPEX in the economic analysis: modules, inverter(s), batteries, optimizers, cabling and protections, structure and mounting, labour and permits. Each item shows concept, detail, quantity, unit price and amount.
What you add
| Field | What for |
|---|---|
| Offer reference | Number or code of your quotation |
| Extra items | Additional items with their amount (excluding VAT): distribution board upgrade, roof reinforcement, monitoring… |
| Discount (€, excluding VAT) | Commercial discount |
| Expected subsidy or grant (€) | Informative amount of an expected grant or deduction |
| Validity (days) | 30 by default |
| Payment terms | By default: 40 % on signing, 50 % at the start of the works and 10 % at commissioning |
| Lead time | By default: 4 to 6 weeks from signing and obtaining permits |
| Notes for the client | Free text |
Totals
Subtotal = Line items + Extras
Base = Subtotal − Discount
VAT = Base × % VAT (from the cost profile)
Total = Base + VAT
And the profitability at the offer price is calculated: with the total you charge, the client's real payback and NPV (not with the default costs). If a grant is expected, it is shown for information and is not deducted from the economic calculation.
Branding
It carries your logo, name and contact details from Report branding.
Recommended workflow
- Adjust your real costs in Economics.
- Simulate and review the results.
- Generate the offer with discount and conditions.
- Deliver the offer (1-2 pages) and, if the client wants the technical detail, the full report.
Review the offer before sending it
The offer is a commercial document: check that the prices, VAT, lead times and conditions are the ones you are going to honour.