# Creating Your First Quote Complete your onboarding before creating quotes: add equipment ([[Equipment/Panels|panels]] and [[Equipment/Inverters|inverters]]), configure at least one [[Utilities/Overview|utility]], and upload your logo. See [[Onboarding|Onboarding Guide]]. ## Starting a Quote Click **"New Quote"** from the dashboard, or click **"Create Quote"** from a lead in your CRM to auto-fill customer info. ## Selecting Imagery Choose between Google, Bing, Nearmap (Pro), Nearmap True Ortho (Pro), or upload drone photos. Compare providers for the most recent, high-resolution imagery. Use zoom (+/-) and pan controls to center the building and include all roof surfaces and trees. Click **"Move Marker"** to reposition the property pin if needed. See [[Quotes/Selecting Imagery|Selecting Imagery]] for details. ### Customer Information Enter name, email, address (required), and optionally phone and project name. ### Utility Select the customer's utility and rate plan from the dropdown. If not listed, select "Custom Utility" and enter rates manually later. ### Energy Usage Enter energy consumption as monthly/yearly dollars or kWh. Annual data is more accurate than monthly averages. Click **"Continue"** to open the design tool. ## Designing the System The design tool shows your imagery on the canvas, system totals in the top bar, drawing tools in the toolbar, array details in the bottom panel, and equipment settings in the sidebar. See [[Design Tool/Overview|Design Tool Overview]]. ### Drawing Arrays 1. Use **Draw Surfaces** tool to click corners of roof surfaces. Double-click to close the polygon. 2. Set pitch for each array (affects production) 3. Select panel and inverter 4. Choose panel orientation (portrait/landscape) 5. Panels auto-fill respecting setbacks See [[Design Tool/Drawing Mode|Drawing Mode]]. ### Obstructions and Trees Press **O** to draw obstructions around chimneys, vents, skylights, HVAC units. Press **T** to place trees and adjust height, width, and type. See [[Design Tool/Obstructions|Obstructions]] and [[Design Tool/Trees|Trees]]. ### Multiple Arrays Draw additional arrays with different pitches, equipment, or orientations. System totals update automatically. Typical residential: 20-40 panels, 7-15 kW DC, 9,000-18,000 kWh/year. Click **"Finish"** when done. ## Quote Configuration ### Pricing and Incentives Enter total system price (before incentives). Click **"Add Incentive"** to select from your [[Incentives/Incentives|incentives]] or add custom ones (Federal ITC, state rebates, etc.). ### Customization Reorder/hide sections, edit titles, add [[Quotes/Quote Templates and AI|AI-generated content]], change cover image, select theme, and use [[Quotes/Quote Customization#Dynamic Variables|dynamic variables]]. See [[Quotes/Quote Customization|Quote Customization]]. ## Preview and Send Click **"Preview"** to review. Verify customer name, pricing, sections, images, and financing. Send via: - **Email** - Click **"Send Quote"**. Customer receives link, you get notified when viewed - **Copy Link** - Share via text or in-person - **Download PDF** - Save for records Track status in quote dashboard (Sent/Viewed/Accepted/Expired). Customer can view, sign, or message through the quote. Use [[CRM/Overview|CRM]] for follow-up. ## FAQ **How long does it take?** 30-60 minutes initially, 10-20 minutes after practice. **Can I edit after sending?** Yes. Edit from dashboard and click **"Update Quote"**. **Can I duplicate quotes?** Yes. Click **"Duplicate"** from any quote. **Panels won't place?** Check array is drawn, pitch is set, and panel is selected. ## Keyboard Shortcuts **D** - Draw, **S** - Select, **O** - Obstructions, **T** - Trees, **Ctrl+Z** - Undo, **Del** - Delete. See [[Design Tool/Shortcuts Reference|Shortcuts Reference]]. ## Next Steps - [[Design Tool/DSM Data|DSM Data]], [[Design Tool/Annotations|Annotations]], [[Design Tool/Extras|Extras]] - [[Quotes/Quote Templates and AI|Quote templates]], [[Incentives/Incentives|incentives]], [[Equipment/Equipment Catalogue|equipment catalog]] - [[Client Portal/Overview|Client Portal]], [[CRM/Workflows|workflows]], [[Leads/Overview|lead capture]] - [[Fleet Management/Overview|Fleet monitoring]], [[Fleet Management/Enphase Integration Setup|Enphase]], [[Fleet Management/SolarEdge Integration Setup|SolarEdge]]