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Summary
EnergySage is introducing Instant Quoting, a powerful new feature that bridges the gap between automation speed and quality control. This feature allows installers to leverage AI-powered system design functionality similar to Autoquote while maintaining full control over what gets published to shoppers. Instant Quoting generates draft quotes with automated system designs and roof visualization images, giving you a head start on quote creation while preserving your ability to review and modify everything before submission.
In this Article
- What's Changed?
- Why Did We Make This Change?
- How It Works
- What Action Do Installers Need to Take?
- Where Will You See This Change?
- When Will This Change Be Live?
- What About Existing Autoquote Users?
- How to Learn More
What's Changed?
Key updates and new functionality include:
- New AI-Powered Draft Quote Option: A third quoting method alongside Standard Quote and Custom Quote options
- Automated System Design Generation: AI creates preliminary system designs with roof visualization images using your existing equipment packages
- Pre-populated Quote Forms: Quote creation pages now come pre-filled with equipment specifications, pricing, and production estimates based on your recent packages
- Quality Control Integration: Full editing capabilities before quote submission, ensuring you maintain control over customer-facing proposals
- Smart Package Selection: System automatically selects your most recently used equipment, pricing, and financing packages for consistency
Why Did We Make This Change?
We developed Instant Quoting to address specific installer pain points and market needs:
- Speed Without Sacrifice: Many installers want automation benefits but aren't ready to fully commit to Autoquote due to quality control concerns
- Competitive Timing: Installers need to quote leads faster to stay competitive, especially during peak season when capacity is limited
- Quality Standards: Maintains your ability to review and customize quotes before they reach customers, ensuring brand standards
- Market Expansion: Provides automation benefits in geographic areas where you don't have Autoquote activated
- Resource Optimization: Reduces manual quote creation time while preserving professional oversight
How It Works
Instant Quoting leverages your existing configurations to create intelligent draft quotes:
Quote Generation Process:
- AI System Design: Uses advanced algorithms to create system designs with accurate panel placement on customer roofs
- Package Integration: Pulls from your most recently used equipment, pricing, and financing packages to ensure consistency
- Production Estimates: Generates realistic production values based on roof conditions and system specifications
- Visual Components: Creates roof visualization images showing proposed panel layouts
Review and Editing Capabilities:
- Full Customization: Edit any aspect of the draft quote, including system size, equipment, pricing, and financing
- Image Management: Remove or replace system design images if they don't meet your standards
- Accuracy Maintenance: System automatically removes design images if you modify panel count or specifications to maintain accuracy
- Standard Quote Flexibility: Option to revert to standard quote creation if preferred
What Action Do Installers Need to Take?
To start using Instant Quoting:
- Look for the new "Draft quote with Autoquote AI" option in your lead dashboard
- Available in Today and Awaiting Quotes tabs for eligible leads
- Begin using immediately for faster quote generation with quality control
Best Practices:
- Review all draft quote elements before submission
- Customize based on specific customer needs and your professional expertise
- Use as a starting point, then personalize based on customer interactions
- Monitor quote quality and adjust your standard packages as needed for optimal AI performance
Where Will You See This Change?
Instant Quoting will appear in the following locations:
- Lead Dashboard: Today tab and Awaiting Quotes tab in the "Submit Quote" area
- Quote Creation Pages: New "Draft quote with Autoquote AI" button alongside existing Standard and Custom Quote options
- Alternative Access: Available through Standard Quote selection with additional "Draft with Autoquote AI" option
When Will This Change Be Live?
September 2025 - Instant Quoting is now live and available to eligible installers.
The feature is automatically enabled for installers in geographic areas where:
- You don't have Autoquote settings activated
- You've previously submitted standard quotes in that region
What About Existing Autoquote Users?
Instant Quoting complements existing Autoquote functionality rather than replacing it:
- Autoquote remains the fastest fully automated option
- Instant Quoting provides automation benefits in areas where you don't have Autoquote activated
- You can use both features in different geographic regions based on your business needs
- Existing Autoquote settings and functionality remain unchanged
Geographic Flexibility: Use Autoquote in markets where you're comfortable with full automation, and Instant Quoting in areas where you prefer quality control review.
How to Learn More
- Detailed Guide: Access the complete guide to using Autoquote and Instant Quotete settings here.
- Partner Success Manager: Contact your PSM for personalized guidance on optimizing Instant Quoting for your business