Documentation

Customer experience and branding

This section controls everything the customer sees and how the quote is presented, priced, delivered, and branded. The pages live under Customer Experience in the Configuration sidebar, plus Company Profile under Settings.

To reach these pages, open Configuration in the app's left navigation. The pages covered here are grouped under Customer Experience, with the exception of Company Profile which lives under Settings. The Preview page is a top-level item in the app's left nav.

System Overview

Open Customer Experience > System Overview.

The System Overview is the summary block shown to the customer at the top of the storefront sidebar (panel power, total panels, system size). You can:

Turn the summary section on or off.
Enable or disable each built-in summary field (Panel STC Power, Total Panels, System Size in STC, PTC, and kW).
Rename any field with a custom label.
Add custom summary lines with your own formulas. Professional

The System Overview page in Solvera's admin. The page shows Show system summary selected, then a list of toggle fields for Panel STC Power, Total Number of Panels, System Size STC, System Size PTC, and System Size kW. Two are checked with editable Custom label inputs. Below that is an Add Custom Summary Line button — The System Overview page. Enabled fields appear in the storefront sidebar; disabled ones do not. Each enabled field has a Custom label input that overrides the default display name. Custom Summary Lines are added below (Professional).

Quote Display

Open Quote Display under Customer Experience. This controls how the calculated bill of materials appears in two places: the storefront sidebar during the wizard, and the final quote page. Most options can be set separately for each location.

Show or hide the BOM: a global toggle. Show the bill of materials in the sidebar, or hide it so the sidebar shows only the system summary.
Display options table: when the BOM is shown, a table lets you turn each option on or off independently for the Sidebar BOM and the Final Quote Page:
- Show unit price Growth+ the price per unit for each item.
- Show line total Growth+ the extended total (quantity times unit price) per item.
- Show grand total: the total cost line at the bottom.
- Show product links: link each item to its online store page.
- Show product thumbnail images: small product images. Available on the final quote page only.
Disclaimer line: optional text shown below the estimated total on the final quote page. Leave blank to hide it.
Unmatched items: when a calculated component has no matching product in your catalog, choose how it appears. "Price on request" shows the line with a label instead of a price. "Hide from customer quote" suppresses the line entirely.

The Quote Display page in Solvera's admin. The top of the page shows Show BOM in sidebar selected. Below is a visibility table with rows for Show unit price, Show line total, Show grand total, Show product links, and Show product thumbnail images, with toggle checkboxes for Sidebar BOM and Final Quote Page columns. Below that is a Disclaimer Line text field and an unmatched-product handler with two radio options: Show as Price on request (selected) and Hide from customer quote — The Quote Display page. The visibility matrix lets you show pricing on the final quote but hide it from the live sidebar (a common pattern for lead-capture flows), or any other combination. The Disclaimer Line and unmatched-component handler are below.

Quote Pricing Growth+

Open Quote Pricing under Customer Experience. Add tax, shipping, and surcharges to quotes.

Tax: hidden, calculated at checkout, or shown as a percentage. Optionally make the rate editable by sales reps on a per-quote basis.
Shipping: calculated at checkout, free, a flat fee, or tiered by weight or order value. Reps can always override with an actual freight quote on the quote itself.
Surcharges: a repeatable list, each with a label, a type (percentage of subtotal or flat amount), a rate, and one of four default behaviors: always on, default on (rep can toggle off), default off (rep can toggle on), or always off.

When pricing is configured, the customer-facing quote shows a clear breakdown: subtotal, then each enabled surcharge, then shipping, then tax, then the estimated total.

The Quote Pricing page in Solvera's admin. Three sections are visible: a Tax section with Show estimated tax (percentage) selected at 4 percent with Allow sales rep to edit rate per quote checked; a Shipping Estimate section with Tiered rates selected, Tier basis set to Total weight (lbs), and two tiers configured; and a Quote Surcharges section with a Shipping insurance surcharge at 1.8 percent of subtotal, default On with rep can toggle off — The Quote Pricing page in a configured state. Tax is set to 4% (with rep override allowed), shipping uses weight-based tiers, and a 1.8% shipping insurance surcharge is added with a default-on rep toggle.

Quote Delivery

Open Quote Delivery under Customer Experience. This page controls how quotes are delivered, shared, and notified, across four areas.

Email delivery

Turn on Customer self-service emails to let customers email a quote to themselves from the storefront. Set a reply-to email so their replies reach you. Sending email requires an email provider key on the server. If email is on but the key is missing, the page shows a warning banner. Share links and add-to-cart do not require email.

Email templates

When customer emails are on (or you have Sales Mode), an Email Templates card appears with up to two tabs:

Customer Self-Service: the email a customer receives when they email a quote to themselves.
Sales Rep Outreach: the email a sales rep sends with a quote. This tab appears on Growth and above. Growth+

Each tab has a subject line and a body, edited in a rich editor where merge tags appear as chips you insert from a palette. Customer tags include the customer first name, full name, company name, and quote reference. The sales tab adds the rep name and also has a rep signature field. Every field has a "reset to default" link so you can revert individual changes without losing your other edits.

Shareable links

Share This Quote button: show a button on the storefront quote page that lets customers copy a shareable link.
Shareable link in quote email: include a "View Your Quote" link in the confirmation email.
Link expiry (days): when either share option is on, set how many days a link stays valid. Leave blank for links that never expire.

Admin alerts

Turn on Send admin alerts to get an email when a customer submits a new quote or a sales rep sends one. Set an alert recipient (it defaults to your Company Email from Company Profile if left blank). The sub-option Also notify on first quote view sends one alert the first time a customer opens a shareable quote link; later views do not re-trigger it. Admin alerts also require the email provider key.

The Quote Delivery page in Solvera's admin. The top shows Customer self-service emails turned on with a reply-to email of quotes at calisgroup.com. Below are two tabs (Customer Self-Service selected, Sales Rep Outreach available), then Subject line and Body text fields with merge tag chips for First Name, Full Name, Company Name, and Quote Ref. Below that, toggles for Share This Quote button (on), Shareable link in quote email (on) with a Link expiry days field set to Never, and Send admin alerts (on) with an Alert recipient field showing solvera at calisgroup.com and a sub-option Also notify on first quote view (on) — The Quote Delivery page. Email delivery, email templates, shareable links, and admin alerts are all configured here. Both template tabs work the same way; the Sales Rep Outreach tab is available on Growth and above.

Company Profile

Open Settings > Company Profile.

Enter your company name, phone, email, and footer text. These appear in customer emails and at the bottom of quotes so every quote looks professional and on brand. Any field left blank falls back to your Shopify store details, so you only need to fill in fields where you want a quote-specific override.

The Company Profile page. These fields appear in quote emails and the printed quote footer. Leave any field blank to use your Shopify store value as the fallback.

Branding Professional

Open Branding under Customer Experience. Make the storefront and emails match your brand.

Logo: upload a PNG or SVG (up to 500 KB). It appears at the top of the configurator and in customer emails.
Colors: set an accent color and a secondary color with a color picker or hex input. A live preview strip shows a button, a selected card, price text, and a progress bar in your colors so you can check contrast before publishing.
Powered by banner: show or hide the attribution banner at the bottom of the configurator.

Your branding flows into both the storefront wizard and the quote emails, so the entire experience is yours.

The Branding page with a logo, accent color, and secondary color all set. The Preview strip updates immediately so you can confirm contrast and tone before publishing.

Preview

Open Preview from the app's left navigation (a top-level item, not nested under Configuration).

Preview renders the full configurator inside the admin against your current unpublished state, so you can test changes before customers see them. No publish is required.

Switch between Desktop, Tablet, and Phone with the device toolbar.
Walk through the entire wizard exactly as a customer would.
Refresh to pick up the latest unpublished changes.

The Preview page in Desktop mode. The toolbar across the top stays fixed while the configurator scrolls in the iframe. Switch device sizes to verify layout, use Refresh to load draft changes, and use Publish when you are ready to ship them live.

Content editing in Preview Professional

Inside Preview, Professional merchants can turn on Edit Mode to customize the storefront text and visuals without code.

Inline text editing: click any label, hint, option, step title, image, or interface string (such as the Back and Next buttons) to edit it inline.
Custom images for option cards: upload your own images to replace the defaults on mount type cards, roof type cards, and any other card-based option.
Hide fields: any field you do not need can be hidden. Hidden fields appear dimmed in preview (so you know they exist) and are removed entirely from the customer view.
Reorder questions within a step: use arrow buttons to change the order in which questions appear inside a step.
Save bar: draft edits are batched so you can review and save them together rather than auto-saving each change.
Overrides panel: a list of every customization you have made, grouped by step, with quick edit and reset actions for each one and a "Reset all" option.

This is how you localize, rephrase, or rebrand any visible string in the configurator. Edits are saved as overrides, so you can revert any one of them without affecting the others. Use Refresh to see how an edit reads in the actual flow, and Publish when you are ready to push the overrides live.

The Configurator Preview page in Edit Mode. Every editable element has a dashed gold outline and a small pencil icon: the wizard tab labels, the navigation buttons, the sidebar header, the System Overview heading, the step titles and descriptions, the mount type cards, the roof type cards, the Panels Layout heading, and the Array configuration fields — The Preview page with Edit Mode active. Every dashed outline marks an editable piece of text or image. Click any one to open an inline editor for that element. The customizations counter in the toolbar tracks how many overrides are pending in the current draft.

Putting it together

A typical setup pass through this section looks like:

Set your Company Profile and (Professional) upload your logo and colors.
Decide what shows in the BOM sidebar and the final quote, using the Quote Display matrix.
Configure pricing if you are on Growth or above (tax, shipping, surcharges).
Write your email templates and turn on the share and admin alert options you want.
Preview the whole experience at all three device widths.
Edit any text in Preview (Professional) to fit your audience.
Publish when everything looks right.