Updated: Apr 6
Welcome to OS 2.3.0
With your feedback at the front of our minds, we have cultivated another jam-packed product release for you. We prioritize making the updates you need as you need them so that you can go back to doing what you do best: selling.
This latest release has a ton of highly-anticipated features that will even further enhance your production and workflow. We have updated a number of features to be more accurate, more efficient, and more customizable. Now you can spend less time on the back end thanks to our new Bill of Materials (BOM) Generation and better customize and speed up your workflows with the following improvements to Proposals and Contracts, Pricing Engine, and VAT Calculations (UK) - just to name a few.
Below we have outlined some of the specifics surrounding the key features from this update.
Bill of Materials (BOM)*
Save time and generate an accurate BOM with auto-populated hardware components, quantities, and costs for every job. Make use of this new feature to speed up your ordering and fulfillment process post-sale and get properly spec’d projects on roofs faster.
Download the BOM as a PDF or CSV so that you can easily send it to your preferred supplier, distributor or even share internally with your project team. Please check our help center for a tour of this new feature.
*Currently available in the US, AU, and NZ. Additional GEOs coming soon.
Proposal & Contract Enhancements
Now you can easily generate a proposal PDF and/or contract and automatically send customer emails with your project-specific documents attached when your customer accepts your proposal.
Want to send the accepted proposal PDF separate from the contract? Want to send them combined as one? Want a nice branded, custom email to land in your customers inbox when they sign? You decide what’s best for your business and your customers.
Pricing Engine Enhancements
Build even more accurate costing, pricing and financial models now with detailed pricing for components, CSV import/export, custom cost line items, and auto-default system life simulations. Detailed pricing for components opens the door to improved cost and price schemes such as Price per watt by size (kW), Price per panel, Cost of Goods Solar (COGS) per unit pricing, just to name a few.
The CSV import/export functionality will allow you to easily download, update, and re-upload your pricing and costing settings and save precious admin time. Automatically sync your proposal and financial model’s system life to the maximum module product warranty of your select system option (i.e. 25 years).
Stripe Integration SCA Compliance*
Confidently process payments for your customers in Europe and UK knowing that the Stripe on OpenSolar integration now supports the Strong Customer Authentication (SCE) rule compliance.
Ensuring your customers are protected and your business is using fully-compliant systems to help them go solar is key to building trust and long-term happy customers.
Please check our help center for a tour of this integration update (scroll down to Step 11).
*For Europe and UK customers or solar professionals
Available now, you can customize and automate your Value Added Tax (VAT) calculations to reflect the recently updated regulations (0% VAT for applicable systems).
Once you’ve enabled this, your pricing schemes for a specific project in the UK will automatically determine the tax based on the components that are added to your system. Given the recent update, this will be 0% VAT for any systems that include Energy Savings Materials (ESMs) such as solar panels.
Please check our help center for a tour of enabling the updated and automated VAT calculations.
*Important for UK solar professionals only
There are a wide range of other improvements for your use, available now. See the full release notes for more information.
As always, our focus is on your success. We’re very grateful for the feedback you provide, and I hope that you can see how much we listen to your needs, and constantly evolve our software to meet them. If you ever have any questions, please contact us at email@example.com.
Have a sunny day,
Rick Pentella Product Marketing Manager, OpenSolar