Australian Sales Toolkit: Show The Job Clearly from Proposal to Payment
Australian customers are asking more detailed questions before they commit.
Solar is familiar to many households. Batteries are now part of more sales conversations, helped by national incentives and stronger demand. That urgency brings more questions: system size, battery fit, payback, warranty, finance, and which quote to choose.
Your proposal needs to make the recommendation easy to trust.
Use this sales toolkit to set up the OpenSolar sales tools covered in the webinar. Help customers understand the job, compare solar, battery, and finance options, move through checkout, sign, and pay with fewer handoffs
What to set up first
Start with the tools that move a customer from proposal to checkout, signature, and payment.
1 / Set up CashFlow and checkout
CashFlow powers the newer checkout and payment tools in the proposal flow.
Set this up first so your team can collect payments, track activity, and keep the quote moving after the customer chooses.
Do this:
Check where your team will track payment activity.
2 / Set up finance and payment options
Australian customers often compare cash, finance, deposits, milestone payments, monthly repayments, term, total amount payable, and estimated savings before making a choice.
Review the options your team wants to show. Check provider and setup requirements before using them in proposals.
Do this:
Check the Finance Marketplace setup if your team uses 28 Watt or LoanOptions.ai.
Check the Integrated Finance setup if your team offers Plenti.
Review deposit and milestone payment settings.
Confirm how each option shows repayments, term, total amount payable, and estimated savings where available.
3 / Review E-Signature and payment collection
When the customer is ready, they should be able to review the checkout, sign, and pay without extra follow-up.
Do this:
Connect Stripe or review your current payment collection setup.
Check deposit payment settings.
Review how the customer moves from finance to contract signing to payment.
Customise the sales flow
After the core setup is in place, review the settings that help customers understand the job, compare the proposal, and take the next step.
Show the job and prove the value
A clear proposal shows the customer what they are buying, which assumptions are being used, and why your recommendation fits their home.
Review:
Proposal templates and featured figures.
Sales Machine Proposal Options: Swipe, Scroll, or Bespoke, where relevant.
Swipe layout for in-home selling on a tablet.
Tariff, usage, and export assumptions.
Savings, payback, ROI, or net savings figures.
Equipment detail shown in the proposal.
Nearmap 3D imagery, where clearer visuals make the job easier to explain.
Battery sizing, payback, and warranty assumptions where relevant.
Explain solar, battery, and add-on value
Give customers a clear view of how your recommendation fits their home, usage, and future energy needs.
Review:
Whether the proposal explains the solar and battery recommendation clearly.
Whether the customer can compare current energy costs with forecasted costs.
Whether EV charger modelling is included when it is part of the sale.
Whether petrol, EV charging behaviour, and electricity usage assumptions are clear.
Whether adders are set up for common components, such as EV chargers.
Whether Quick Quote is ready for simpler add-ons or service work, such as storm inspections, connectivity restoration, inverter firmware updates, or site audits.
Make finance and payment options easy to compare
Give customers a clear view of how they can pay for the work.
Review:
Whether cash, finance, deposit, and milestone payment options are easy to understand.
Whether 28 Watt or LoanOptions.ai options appear correctly where available.
Whether Plenti Integrated Finance options appear correctly where used.
Whether repayments, term, total amount payable, and estimated savings are shown clearly where available.
Whether the customer knows what happens after they make their choice.
Track the work after checkout
Once the customer signs or pays, your team needs a clear record of what happened.
Review:
Finance application status, where available.
Signed contract tracking.
Deposit payment tracking.
Active invoices.
The next steps are shown to the customer after checkout.
Before you use it with customers
Make sure your team can:
Present the proposal clearly: show the system, battery, savings, payment, and key assumptions in a way the customer can understand.
Explain the value of the job: show how the recommendation fits the customer’s home, usage, battery needs, and add-ons where relevant.
Show payment options clearly: compare cash, finance, deposit, and milestone payment options where relevant.
Take the customer through checkout: go from proposal to finance, contract signing, and payment collection without extra follow-up.
Track what happens next: see applications, signed contracts, payments, invoices, and the full proposal-to-payment path in OpenSolar.
Move from legacy flows
Legacy proposal configurations and older checkout flows will begin sunsetting later this year.
Move over early so your team has time to get comfortable before your busiest sales periods.
Need help setting this up?
For help with CashFlow activation, checkout setup, milestone payments, finance options, Quick Quote, payment collection, or moving from legacy flows, contact OpenSolar support or your OpenSolar account contact.
