# Quote Templates & Powerlily AI Powerlily's template system and AI writing assistant help you create professional, personalized proposals quickly. Use dynamic variables and AI-powered content generation to save time while maintaining quality. ## Template System Overview Templates let you create reusable content that automatically fills with quote-specific data. Write content once, use it across all quotes. ### How Templates Work 1. **Write Template Content** - Create text with dynamic variables 2. **Variables Auto-Fill** - System inserts actual quote data 3. **Reuse Everywhere** - Same template across all quotes 4. **Update Once** - Changes apply to all future quotes ### Benefits - **Save Time** - Write once, use forever - **Consistency** - Same quality across all quotes - **Personalization** - Each quote shows customer-specific data - **No Errors** - Auto-filled data always accurate - **Easy Updates** - Change template, all future quotes updated ## Dynamic Variables Variables are placeholders that automatically fill with quote data. Use double curly brackets: `{{variable_name}}` ### Customer Information | Variable | Description | Example Output | |----------|-------------|----------------| | `{{name}}` | Customer's name | John Smith | ### System Specifications | Variable | Description | Example | |----------|-------------|---------| | `{{number_of_panels}}` | Total panels proposed | 24 | | `{{number_of_inverters}}` | Total inverters | 1 | | `{{total_system_capacity}}` | DC system size (kW) | 9.6 kW | | `{{total_ac_capacity}}` | AC inverter capacity (kW) | 7.6 kW | | `{{degradation_rate}}` | Annual panel degradation | 0.5% | ### Financial Metrics | Variable | Description | Example | |----------|-------------|---------| | `{{net_cost}}` | Total system cost | $24,000 | | `{{payback_period}}` | Years to payback | 8.2 years | | `{{return_on_investment}}` | ROI percentage | 450% | | `{{30_year_net_savings}}` | Net savings after cost | $42,000 | | `{{30_year_savings}}` | Total 30-year savings | $66,000 | ### Energy Production | Variable | Description | Example | |----------|-------------|---------| | `{{total_ac_annual}}` | First year production (kWh) | 12,450 kWh | ### Utility Information | Variable | Description | Example | |----------|-------------|---------| | `{{escalation_rate}}` | Utility rate increase | 3.3% | | `{{power_bill_year_30}}` | Bill in year 30 (no solar) | $542 | | `{{power_bill_year_30_with_solar}}` | Bill in year 30 (with solar) | $48 | ## Using Variables ### Example Template **Template:** ``` Dear {{name}}, We're proposing a {{total_system_capacity}} kW solar system with {{number_of_panels}} panels. This system will produce approximately {{total_ac_annual}} kWh in the first year. Your investment of {{net_cost}} will pay for itself in {{payback_period}} years, with total savings of {{30_year_net_savings}} over 30 years. ``` **Output (Automatically Filled):** ``` Dear John Smith, We're proposing a 9.6 kW solar system with 24 panels. This system will produce approximately 12,450 kWh in the first year. Your investment of $24,000 will pay for itself in 8.2 years, with total savings of $42,000 over 30 years. ``` ### Best Practices **DO:** - ✅ Use variables for all numbers and customer names - ✅ Write templates that work for any quote - ✅ Test templates with different quote sizes - ✅ Keep variable names exactly as listed **DON'T:** - ❌ Hard-code numbers or names - ❌ Modify variable names - ❌ Assume specific system sizes - ❌ Include outdated information ## Company Default Templates Set company-wide defaults for each quote section: ### Available Sections 1. **Introduction** - Opening section 2. **System Design** - Array/design details 3. **Energy Production** - Production estimates 4. **Panel Information** - Panel specifications 5. **Inverter Information** - Inverter details 6. **Equipment** - Additional equipment 7. **Financial Value** - Cost and savings 8. **Payback Analysis** - ROI and payback 9. **Environmental Impact** - CO₂ savings 10. **Pricing** - Detailed pricing 11. **Incentives** - Tax credits and rebates 12. **Documents** - Attached documents 13. **Next Steps** - Process overview 14. **Video** - Embedded video content 15. **Posts** - Knowledge base articles ### Setting Default Templates 1. Go to **Company Settings** > **Quote Templates** 2. Select a section 3. Write or paste template content 4. Use rich text editor for formatting 5. Insert dynamic variables with `{{variable}}` 6. Click **Save as Company Default** **Result:** All new quotes use this template for that section ### Updating Templates **Updating Company Default:** - Go to any quote - Edit the section content - Click **Save as Company Default** - Future quotes use new template - Existing quotes unchanged **Per-Quote Override:** - Edit content on specific quote - Don't save as default - Only that quote affected - Company default unchanged ## Powerlily AI Writing Assistant AI-powered content generation helps you write professional proposal content quickly. Access the AI assistant from any rich text section. ### Accessing the AI 1. Open quote customization 2. Click on any text section 3. Look for the ⚡ lightning bolt icon in the editor toolbar 4. Click to open Powerlily AI modal ### How It Works The AI assistant: - **Understands Context** - Knows your quote specifications - **Uses Your Data** - References actual system details - **Writes Professionally** - Creates polished content - **Follows Instructions** - Does exactly what you ask - **Saves Time** - Generates content in seconds ### Using the AI Assistant #### Step 1: Open AI Modal Click the ⚡ lightning bolt icon in the text editor toolbar #### Step 2: Choose Writing Style Select from 11 different writing styles: **Professional Styles:** - **Professional** (Default) - Balanced, business-appropriate - **Formal & Technical** - Elevated language, specifications - **Friendly & Approachable** - Warm, accessible tone **Specialized Styles:** - **Tech Enthusiast** - Technical details, industry jargon - **Light & Humorous** - Professional with personality - **Casual & Relaxed** - Conversational, informal - **High Energy & Excited** - Enthusiastic, dynamic - **Brief & Direct** - Concise, minimalist **Fun Styles:** - **Captain Jack Sparrow** - Pirate-themed (for fun proposals) - **Yoda** - Wise, Star Wars inspired - **Sonic the Hedgehog** - Speed and energy themed #### Step 3: Review Current Content The modal shows your current section content for reference #### Step 4: Write Your Prompt Tell the AI what you want: **Good Prompts:** - "Explain the benefits of our panel selection" - "Write 3 paragraphs about solar energy independence" - "Describe how net metering works in simple terms" - "Emphasize the environmental benefits of this system" - "Create an engaging introduction for a first-time solar buyer" **Specific Prompts:** - "Highlight the fast payback period of this system" - "Explain why our system size is perfect for their usage" - "Address common concerns about solar panel durability" - "Compare the cost of solar vs. continuing to buy utility power" #### Step 5: Choose Append or Replace **Replace Mode:** - Completely replaces current content - Use for new sections or major rewrites **Append Mode:** - Adds to end of current content - Use for adding information - Keeps existing content #### Step 6: Generate Content Click **Ask Powerlily** and wait 5-15 seconds for generation ### AI Features #### Context Awareness The AI has access to: - Customer name - System specifications - Financial projections - Equipment details - All quote data **Example:** If you write "explain the payback," the AI knows your actual payback period and references it accurately. #### Automatic Variable Insertion AI automatically uses dynamic variables: - Instead of "John" → uses `{{name}}` - Instead of "$24,000" → uses `{{net_cost}}` - Instead of "24 panels" → uses `{{number_of_panels}}` **Why This Matters:** Content works for all quotes, not just the current one #### Section Awareness AI knows what other sections contain: - Won't repeat information already covered - Complements existing content - Maintains consistency across proposal ### Writing Style Details #### Professional (Default) Technical precision, formal language, industry terminology - **Best for:** Standard proposals, business clients - **Tone:** Polished, professional, trustworthy #### Formal & Technical Elevated language, complex structures, specifications - **Best for:** Engineers, technical decision-makers - **Tone:** Authoritative, detailed, sophisticated #### Friendly & Approachable Warm, accessible, simpler explanations - **Best for:** Residential customers, first-time solar buyers - **Tone:** Welcoming, easy to understand, personal #### Tech Enthusiast Technical specs, industry jargon, technology focus - **Best for:** Tech-savvy clients, early adopters - **Tone:** Excited about technology, detailed specs #### Light & Humorous Professional with wit, light observations - **Best for:** Relationship-building, younger demographics - **Tone:** Fun but informative, memorable #### Casual & Relaxed Conversational, simplified technical concepts - **Best for:** Informal relationships, small businesses - **Tone:** Laid-back, relatable, easy-going #### High Energy & Excited Dynamic language, emphasizes impressive aspects - **Best for:** Enthusiastic buyers, promotional materials - **Tone:** Energetic, positive, motivating #### Brief & Direct Concise sentences, essential information only - **Best for:** Busy executives, time-conscious clients - **Tone:** Efficient, clear, no fluff ### AI Best Practices **DO:** - ✅ Be specific in your prompts - ✅ Try different writing styles - ✅ Review and edit AI output - ✅ Use for inspiration and drafts - ✅ Add your personal touch **DON'T:** - ❌ Use AI output without review - ❌ Expect perfection first try - ❌ Copy without customizing - ❌ Forget to check variable usage - ❌ Use inappropriate styles for serious proposals ### Example AI Workflow 1. **Start with Company Default** - Basic template loads 2. **Open AI Assistant** - Click ⚡ icon 3. **Set Style** - Choose "Friendly & Approachable" 4. **Write Prompt** - "Explain why now is a great time to go solar, emphasizing our system's strong ROI" 5. **Generate** - AI creates 3-4 paragraphs 6. **Review** - Read through content 7. **Edit** - Make any desired changes 8. **Save** - Click save, content stored ## Advanced Tips ### Combining Templates and AI 1. **Create Base Template** - Company default with structure 2. **Use AI for Details** - Generate specific sections 3. **Add Variables** - Replace hard-coded values 4. **Save as Default** - Template + AI content combined ### A/B Testing Content - Create multiple versions with AI - Test different writing styles - Track which converts better - Update company defaults based on results ### Localization - AI understands language context - Can write for different markets - Adjusts terminology appropriately - Respects cultural differences ### Industry-Specific Content **Residential Solar:** - Focus on savings and independence - Use friendly, accessible language - Emphasize home value increase **Commercial Solar:** - ROI and tax benefits - Sustainability and CSR - Technical specifications - Professional, formal tone **Agricultural Solar:** - Farm-specific benefits - USDA programs - Operational savings - Practical, straightforward --- **Next:** Learn about [[Quote Customization]] for complete proposal personalization.