Documentation

Quotes and Sales Mode

Solvera turns a configured solar system into a quote your customer can act on, and gives your sales team a dedicated workspace to build and send quotes on behalf of customers.

The customer quote page

When a customer finishes the wizard, they reach a full-page quote that replaces the step layout. It includes:

A grouped Bill of Materials table with category subtotals (Modules, Energy Storage, Inverters, Racking, BOS).
Promotional badges next to any flagged line items, and a "Minimum order: N" badge on a panel row that was raised to the product's minimum order quantity.
The items subtotal in the Add to cart card, or the estimated total once Quote Pricing is configured.
A pricing breakdown row (subtotal, surcharges, shipping, tax) when pricing is configured.
Three action cards side by side above the table: Email your quote, Add to cart, and Share this quote. The email and share cards appear based on your Quote Delivery settings.

Email your quote

The quote page shows an Email your quote card. Logged-in customers click Email my quote and the quote is sent to the email on their customer account. Logged-out visitors see Log in to email your quote; clicking it saves the quote, shows a saved quote link, and routes through the store's native login or signup. No contact details are entered in the widget; if you turned on the ZIP code option in Quote Delivery, an optional ZIP or postal code field appears in the card. The confirmation email includes the full BOM and a link back to the quote, and uses your company profile, branding, and the templates configured in Quote Delivery. Repeated sends from the same customer or address are throttled with a "Too many requests" message for a few minutes.

The customer generates a shareable link to the quote and can copy it, send it by email, or send it on WhatsApp. Anyone who opens the link sees the same BOM and can take action on it. Links can have an optional expiry configured in Quote Delivery. Using the Share button is recorded against the quote, so you can see which quotes were shared.

What a saved quote link shows later

A shared link, and the "View Your Quote" link in the confirmation email, open the quote as it was saved and then check it against your current catalog, re-pricing only the modules the customer actually chose (a panels-only quote is never padded with racking or inverter lines). While that runs the page reads "Checking current pricing and availability...". If nothing moved, the saved quote stands. If prices or availability changed, a banner reads "This quote was updated since it was saved - the highlighted rows below reflect current pricing and availability.", the changed rows are highlighted with the old price struck through, and the total is marked "Reflects current pricing"; the Email and Share cards send the current figures. If the configuration can no longer be priced at all (a product it relied on is gone from the catalog), the banner reads "This quote was created under a previous catalog. Current pricing for this configuration is no longer available - start a new configuration for an updated quote." and the page shows the saved quote exactly as it was; the Email button is disabled ("This quote is out of date. Start a new configuration for a current quote."), because Solvera never emails prices it could not verify, while Add to cart still offers the saved lines.

Add to Cart

The customer adds the entire configured system to the standard Shopify cart and proceeds through Shopify's native checkout. Line items with Shopify variant IDs become real cart items. If Shopify rejects some lines (for example a sold out product or a quantity above stock), everything else is still added and the card lists the items that could not be added: "3 items could not be added. Everything else is in your cart." Solvera does not process payments; checkout always happens through Shopify.

Adding to cart also records the configuration as a quote, so a customer who adds to cart without emailing or sharing still appears in your reporting.

The Shopify cart after Add to Cart. Every line item with a Shopify variant ID lands in the cart as a real item, ready for the standard Shopify checkout flow.

Throughout the wizard, a sidebar shows the bill of materials as it builds:

Categories reveal progressively as the customer reaches each module step.
Quantities and subtotals recalculate instantly on every selection.
Items are grouped by category with collapsible sections.
You control visibility and display options (unit price, line total, grand total, product links) from the Quote Display page.

The storefront mid-wizard on the Inverters step. The main area shows Inverter Type cards (Microinverters selected, Optimizers, String Inverters), a Minimum Temperature input, and a Select Microinverter grid with four product cards. The right sidebar shows Your Quote with a System Overview at the top (Panel STC Power 545, Total Number of Panels 10), then collapsible sections for Modules with one line item, Energy Storage with one line item, and Inverters with multiple line items already populated. At the bottom is an Estimated Total of 15,359.53 dollars — The live BOM sidebar mid-wizard. As the customer makes selections, categories fill in progressively. The estimated total at the bottom updates instantly.

Sales Mode Growth+

Sales Mode is a separate workspace for your reps to build quotes for customers, for example over the phone or in person. Reach it from the top app navigation: New Quote, Quotes, and Analytics.

New Quote

Reps run the same configurator workflow a customer would, with two important differences:

Sales only products are visible, in the same position as in your product tables, so reps can quote items you do not list publicly.
The BOM is editable on the final review step.

A "Sales Mode" indicator at the top of the page makes it clear the rep is working in the sales workspace, not the customer-facing storefront.

The Sales Mode New Quote workspace. The top shows a New Quote heading with a SALES MODE badge and a Refresh button. The Solvera-branded configurator runs below with the standard wizard tabs and the rep currently on Step 4 of 6 (Inverters). The Inverters step shows Inverter Type cards (String Inverters selected), a battery backup yes or no question, a String Inverter Type dropdown, an Inverter Manufacturer selector (Fortress Power selected), and a Temperature Range section. The right sidebar shows Your Quote with System Overview and BOM categories Modules, Energy Storage, Inverters, and Racking, with an Estimated Total of 13,159.44 dollars — The Sales Mode New Quote workspace, mid-flow on the Inverters step. The SALES MODE indicator at the top distinguishes the rep workspace from the customer-facing storefront. Sales only products appear in the catalog selections.

Editable BOM and quote review

On the final review step, reps can:

Adjust quantities and override unit prices on any line item.
Delete line items.
Add custom line items (free-text label and price) for items not in the catalog.
Add any Shopify product directly through the Shopify product picker.
Edit the pricing breakdown inline: surcharges can be toggled on or off, the shipping amount can be replaced with an actual freight quote, and the tax rate can be overridden when the configuration allows it.

Changes are protected by an unsaved-changes guard, so a rep does not lose work by navigating away. The page also includes a Customer Information card, a Sales Actions card (with a Your Name field and Save Quote / Email Quote to Customer buttons), and an Internal Notes field that is not visible to the customer. Your Name is prefilled with the signed-in rep's own name from their Shopify user profile, or left empty when that is not known; it is never filled from another rep's quote, because it is the signature the customer sees.

The Sales Mode quote review screen, headed New Quote with a Sales Mode badge. A pricing block lists a Subtotal of 19,593.91 dollars for 27 items, then three ticked rows: Shipping insurance at 352.69 dollars, Shipping for 2,320.25 lbs with an editable amount set to 450 dollars, and Est. Tax with an editable rate set to 4 percent giving 783.76 dollars. The Estimated Total reads 21,180.36 dollars. Below sit a Customer Information card with email, first and last name, company, phone and ZIP fields; a Sales Actions card with the rep's name, a Save Quote button and an Email Quote to Customer button; and an Internal Notes box marked not visible to customer. At the bottom a Bill of Materials table groups rows under Modules, Energy Storage and Inverters headings, each with an icon, and every row has editable quantity and unit price inputs and a delete cross. The panel row carries a 30% off badge and a Minimum order: 20 badge. — The Sales Mode quote review screen with full editing capabilities: editable pricing breakdown at the top (shipping freight quote, tax rate), customer info, sales actions, internal notes, and a BOM where every quantity, unit price, and line item can be modified.

Save and Send

Reps can save a quote as a draft and send it to the customer using the Sales Rep Outreach email template (which supports merge tags including the rep name and signature). The customer receives the quote and can view it and act on it just like any storefront quote.

A quote a rep has saved or sent is a fixed offer. Whether the rep built it from scratch or opened a customer's own quote from the Quotes list and edited it, the customer's link then shows the rep's lines and prices exactly as saved, with a "Quote prepared by" header naming the rep, the terms and any customer notes, and no re-pricing against the current catalog and no Email or Share cards. The customer can still add it to cart. Editing a customer's quote never overwrites the answers the customer gave in the wizard, and the quote keeps counting as a Storefront quote in the Quotes list and in Analytics.

Set the Quote page URL before your reps start sending. The email carries a "View Your Quote" button, and the address behind it is built from the Quote page URL field on Quote Delivery: the page on your storefront where the configurator is installed, with the quote's reference added to the end. A rep sends from inside the Shopify admin, so unlike a customer emailing themselves from your storefront, there is no page address for Solvera to pick up automatically. This setting is the only source. Leave it blank and the emails go out without the button; the Quote Delivery page warns you when Sales Mode is on and the field is empty.

Quotes list

Open Quotes from the top navigation to see all quotes in one place:

Search by quote reference, customer name, or email.
Filter by Activity (see below), Status (All, Open, or Expired), and Source (Storefront or Sales).
Paginate through results.
Per-row actions: Edit, Duplicate, or Delete.

Editing existing quotes and duplicating quotes are Professional-tier capabilities.

The Activity column replaces a single status word with what has actually happened to each quote. It has four fixed slots, in this order: Emailed (an envelope), Viewed (an eye), Shared (a link), and Added to cart (a cart). A filled slot means it happened; hover or tab to it for the date and time in your store's timezone, for example "Shared Sep 5, 9:07 PM". Empty slots stay in place so the column reads the same on every row. Each is recorded once, the first time it happens.

The Activity filter is a multi-select headed "Show quotes with any of", listing Emailed, Viewed, Shared, Added to cart, and No activity. By default everything except Added to cart is selected, which hides quotes whose only activity is a customer adding to cart, while still showing a quote that was both emailed and added to cart. Tick Added to cart to see them. The trigger shows the current selection and a "custom" badge when it differs from the default.

The Status column shows an Expired badge on quotes whose share link has passed the expiry you set in Quote Delivery, and is otherwise blank. If you have not set a link expiry, no quote can expire and the column stays empty.

The Rep column names the staff member who built a Sales quote, taken from their Shopify user profile, so it is filled in even for quotes where the rep left Your Name empty. If a name looks wrong, correct it on the person's Shopify user profile (Settings > Users in the Shopify admin).

The Quotes list page, headed Quotes with a New Quote button and a description ending in a Learn more link. A row of controls holds a search box reading Search by quote ref, name, or email, an All Sources dropdown, a status dropdown set to All, and an Activity filter reading Activity: Emailed, Viewed, Shared, None. The table has columns for Quote Ref, Customer, Source, Rep, Activity, Status, Total, Notes, Created and Actions. Each row's Activity cell shows four icon slots in the same order, envelope, eye, link and cart, with some filled and some empty so the rows differ from one another. Source badges read Storefront or Sales, the Status column is blank on every row, and each row ends with Edit, Duplicate and Delete buttons. — The Quotes list. The Activity column shows what has happened to each quote across four fixed slots, and the Activity filter above it controls which quotes are listed. The Source column separates customer-submitted quotes (Storefront) from rep-built ones (Sales).

Analytics Professional

Open Analytics from the top navigation for a dashboard built from your quote activity. Choose 7 days, 30 days, 90 days, or YTD, or set a custom from and to date and click Apply. Presets are whole days in your store's timezone, so a preset and the same range entered by hand agree. A custom range can span up to about two years and cannot start in the future.

Top-level metrics: Total Quotes, Customers Quoted, Total Value, Avg Quote Value, Emailed, Shared, Viewed Rate, and Added to Cart.
Quote Funnel: Created → Reached → Viewed with conversion percentages.
Weekly Volume: a stacked bar chart showing storefront vs sales rep quote volume by week.
Source Breakdown: total counts and visual split between storefront and sales rep sources.
Per-Rep Breakdown: a table with each rep's created, reached, viewed counts and total quote value, sortable by any column. Rows are one per staff account, not per typed name: two reps who type the same name stay separate, a rep who spells their name differently on two quotes is one row, and a rep who left Your Name empty is listed by their Shopify profile name rather than lumped into an "Unknown" row.

What each stage means

Every stage label on the dashboard carries a small help icon showing the same definition:

Created: quotes saved in this period, from the storefront or by a rep.
Reached: emailed, shared with the share button, or the quote page was opened by the customer. Every viewed quote is also reached.
Viewed: the customer opened the quote page from the link in the email or a shared link. Opening the email itself doesn't count.
Emailed: sent by email from the storefront or by a rep. Matches the Emailed slot in the Quotes list. It is a subset of Reached.
Viewed rate: Viewed divided by Reached.

Viewed counts opens of the quote page itself, not opens of the email. Solvera does not track email opens.

Analytics counts an activity against the period the quote was created in, not when the activity happened. A quote created in July and shared in September counts in July.

Leaving out your own test quotes

Click Filters in the page header to keep a list of email addresses out of every number on this page and on the Home tiles. Enter one address per line, or @yourcompany.com to exclude a whole domain. Excluded quotes still appear in the Quotes list; only the reporting ignores them. Quotes with no email address (a shopper who shared or added to cart while logged out) cannot be excluded this way, so log in when you test.

The Analytics dashboard. The header has range buttons for 7 days, 30 days selected, 90 days and YTD, then a from and to date pair with an Apply button, and a Filters button badged 4 excluded. Eight metric cards read Total Quotes 26, Customers Quoted 1, Total Value 450,257 dollars, Avg Quote Value 17,318 dollars, Emailed 15, Shared 2, Viewed Rate 33 percent, and Added to Cart 3, with small information icons on Emailed and Viewed Rate. Below, a Quote Funnel panel explains that Created is every quote saved in the period, Reached means it got to a customer by any route, and Viewed means the customer opened the quote page, then charts Created 26, Reached 21 at 81 percent reached, and Viewed 7 at 33 percent viewed. A Weekly Volume stacked bar chart sits beside it with a Storefront and Sales Rep legend, and a Source Breakdown showing 25 Storefront against 1 Sales Rep follows — The Analytics dashboard. Metrics, the Created to Reached to Viewed funnel, weekly volume by source, and per-rep performance in one view. Set a custom date range in the header, and use Filters to leave test addresses out of the numbers.

What Solvera tracks for each quote

Four things can happen to a quote after it is created, and Solvera records the first time each one does. They are independent: a quote can be shared without ever being emailed, or viewed without either.

Emailed: the quote was emailed, either by the customer from the storefront or by a rep.
Viewed: the customer opened the quote page, from an emailed link or a shared link.
Shared: the customer used the Share button.
Added to cart: the customer added the configured system to the Shopify cart.

These are the four slots in the Quotes list's Activity column, and the Emailed, Shared, and Added to Cart figures on the Analytics dashboard. Analytics summarizes them into the Created, Reached and Viewed stages described above.

Quote statuses

Quotes move through clear statuses as they progress:

Pending: a draft quote being built by a rep, not yet submitted.
Submitted: a customer has submitted a storefront quote (clicked Email my quote or generated a share link).
Sent: a sales rep has emailed the quote to the customer.
Viewed: the customer has opened the shareable quote link.
Completed: the quote has been converted to a cart or marked complete.

Statuses remain available through the API and webhooks. In the admin, the Quotes list and Analytics both work from the recorded activity above rather than the status word, so a quote that was shared and opened shows that activity whatever its status says. The Quotes list's Status column is used only for the Expired badge.

Tier summary for quoting

Starter: customers can configure a system, email a quote to themselves, share a quote link, and add the system to the cart. Email and share are controlled by your Quote Delivery settings; sending email requires an email provider key. Quote pricing display and Sales Mode are not included.
Growth: adds pricing display in the BOM, quote pricing (tax, shipping, surcharges), and the full Sales Mode workspace with editable quotes.
Professional: adds editing and duplicating existing quotes from the Quotes list, plus the full Analytics dashboard with custom date ranges and excluded addresses. The Last 30 days summary on the app's Home page is available on every plan.

See the Plans and Features page for the complete tier matrix.