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Quotations & PM Surya Ghar /a/quotations

Line-itemised customer quotes with auto-calculated central and state subsidy — and a one-tap Share on WhatsApp that sends the customer their net cost and a PDF link.

Quotations list with Quote No, Customer, Total, Net Cost, Validity, Status and action icons

The quotations list

One row per quote. Two filters at the top:

All Statuses — Draft / Sent / Accepted / Rejected / Revised.
All System Sizes — Up to 5 kW / 5 kW to 15 kW / Above 15 kW.

Each row has three actions on the right: Edit (opens the editor), Print (customer-facing layout) and Convert to Project. Click the customer name to jump to the lead.

Creating a quote

Quotes are started from the lead. Open the lead and click Create Quotation in the header (the button reads View/Edit Quotation once a quote exists).

Basic Details — the Quote Number is filled in for you in QT-YYYY-NNNN format and can't be edited. Enter System Size (kW) (required) and check Validity Date (defaults to 15 days ahead).

Payment terms — pick a Payment Terms Template or keep Custom Terms and type the Advance %, Delivery % and Commissioning % (they default to 30 / 50 / 20 and must add up to 100).

Line Items — choose a product from Select Product (name, brand, rate and GST % fill in from your Product Catalog), set Qty, then click Add Item. Repeat for each component. Pick Custom Item… for anything not in the catalog.

Check the Financial Summary, then click Save Quotation. You land in the quote editor.

Before you share a new quoteClick Save Quotation Updates once in the editor after creating the quote. That is what generates the quote PDF; until then Share on WhatsApp shows a "PDF is not generated yet" message.

The quote editor

Edit Quotation header with Share on WhatsApp, Print, Convert to Project and Delete Quotation buttons

Header buttons

Share on WhatsApp New — see Sharing the quote below.
Print — opens the customer-facing layout in your browser's print dialog.
Convert to Project — creates the installation project (see below).
Delete Quotation and Back.

Customer Information

Name, mobile, location — read-only from the lead. Click the customer name to jump back to the lead.

Basic Details and Payment Schedule

Status — flip to Sent after you share, Accepted when the customer confirms.
Payment Terms (Text) — free-text terms printed on the quote.
Select Payment Template / Advance, Delivery, Commissioning % — the numeric split the project will be billed by. Keep it in line with the text.

Line Items Editor

Each row shows item and brand, quantity and unit, rate, GST % and line total, with Edit and Remove. Use the row at the top and + Add Row to add more.

Pricing Summary

Subtotal, Total GST, Grand Total — shown in Indian numbering.
Central Subsidy (PM Surya Ghar) — calculated from system size using the slabs in Settings → Subsidy Rules. With the default slabs: ₹30,000/kW for the first 2 kW, ₹18,000 for the 3rd kW, capped at ₹78,000.
State Subsidy (state name) — from the State Subsidy Rules for the lead's state. If no rule exists for that state you'll see a yellow note: "No state subsidy rule is set up for … yet. Showing ₹0 until Admin adds one in Settings > Subsidy Rules." On the create screen you can also type a State Subsidy Cap Override (₹).
Net Customer Cost — Grand Total minus both subsidies. This is the headline number for the customer.

Click Save Quotation Updates after any change.

PM Surya Ghar capThe central subsidy reaches ₹78,000 at 3 kW and stays there for larger residential systems. If the government revises the scheme, your admin updates the slabs in Settings — every new quote picks up the change.

Make sure the quote is saved (see the tip above).

Click Share on WhatsApp. WhatsApp opens with a message to the customer's mobile, e.g. "Hi Arun Sharma, here is your solar quotation: 3 kW system, net cost after subsidy Rs 128100. View details: <PDF link>".

Review and press send in WhatsApp, then set the quote Status to Sent and the lead to Quote Sent.

Change the wording in Settings → WhatsApp Message Templates → Quotation share message.

Accepting and converting

When the customer agrees, set Status to Accepted and click Save Quotation Updates. Then click Convert to Project. A new entry appears under Projects titled Customer – kW – Year, with:

the payment schedule built from your Advance / Delivery / Commissioning split,
a subsidy record in the Subsidy Tracker,
a Materials list pre-filled from the quote's line items, ready to issue from stock (see Inventory).

Convert only accepted quotes. The button also works on a Draft quote and marks it Accepted without asking, so double-check before clicking.

Troubleshooting

Problem: State subsidy shows ₹0. Fix: ask your admin to add a rule for that state in Settings → Subsidy Rules.

Convert an accepted quote to start an installation in Projects.