Finalise
Apply a discount to one section of the offer
Give a single section of the offer — Solar, Battery storage, EV Charger, Heat pump, or an add-on — its own rebate, separate from the rest of the offer.
Draft the offer messageAI feature
Get a first draft of the covering message that goes out with a residential offer, written from what you actually planned — the system, the price, the savings and the financing terms — so you're editing rather than starting from a blank box.
Export a signed offer to another system
Once a customer signs an offer, push the deal straight into your accounting, CRM, or project-management tool, so the record exists in your back-office system without retyping anything.
Send a signed offer to Bexio
Send a signed offer into Bexio, the Swiss accounting product, as a quote and/or an invoice. Reonic builds the records from the offer's line items, prices, and customer details.
Send deals to Bitrix
Once Bitrix is connected, each new request in Reonic creates a Bitrix record automatically, as either a Lead or a Deal depending on the sync mode you choose.
Send a signed offer to Hero
Hand a signed offer to Hero as a project record, with customer, address, and offer summary, so your install team can pick it up.
Send deals to HubSpot
A HubSpot deal appears automatically the moment you create a request in Reonic.
Send a signed offer to K2
Send a signed offer's PV and roof layout into K2 Base as a planning import with one click.
Send a signed offer to Lexoffice
Push a signed offer into Lexoffice as a quote (Auftragsbestätigung) and/or invoice (Rechnung), built from the offer's line items, prices, and customer data.
Send a signed offer to Photovate
Send a signed offer's variants to Photovate so each variant is traceable in both systems.
Send a signed offer to Sevdesk
Push a signed offer into Sevdesk as an invoice, built from the offer's line items, prices, and customer data.
Send a signed offer to WeClapp
WeClapp receives an opportunity when a request is created, then a sales order when the offer is signed.
Finalise an offer
Apply a total discount, pick the price display, write the cover letter, customise the PDF layout, swap legal texts, and preview the offer before you send it to the customer for signature.
Handle a customer contract withdrawal
Germany's §356a cooling-off rule lets a customer withdraw their own already-signed contract within a set window. This article covers what happens on your side, how to record a withdrawal that arrives by post, and how to turn the feature on.
Preview an offer and manage link validity
Send the offer to the customer for digital signature: pick which variants the customer sees, set the link validity, customise the email, and understand what the customer experiences on the public signing page. Covers the legal attestation, finance-partner handoff, and how to send on a tablet or to commercial customers.
Resend the signature link to a customer
Re-send the same signature email to the customer when they say they didn't receive it, lost it, or you want it sent to a different address.
Revoke or withdraw an offer signature request
Kill a pending signature link, edit an offer that's already been sent, or fork a signed offer into a new variant when the customer needs a change.
Track offer openings and signatures
Read the activity feed on an offer to see every signature event: sent, notified, withdrawn, accepted, and accepted on paper. Use it to confirm the offer email was actually sent, since Reonic doesn't track what happens to it afterward.
Upload a manual signature for a customer
Capture a paper signature against a pending signature request: drag in the signed PDF, set the signing date, mark optional components if any, and Reonic records the analog signature with the same downstream effects as a digital one.
Apply a global discount
Apply a single rebate across the whole offer at the Finalise step, absolute or percentage, and see how it renders on the customer-facing offer.
Add a custom page to the offer PDF
Embed your own PDFs — brochures, certificates, financing data sheets — into the offer at a dedicated page slot, so they render inline with every generated and signed offer.
Modify existing pages in the offer PDF
Toggle, reorder, and restyle the built-in chapters (cover, economics, components, household energy flow) so each offer shows exactly the pages you want.
Understand and control the parts list
The parts list is the customer-facing breakdown of every component in the offer. Control whether article numbers, descriptions, images, and datasheets show up, understand where custom components fit, and pick the right format when you share it with a wholesaler.
Payment method: Cash purchase
Sell a variant outright. The customer pays the full price, with no financing partner or lease in the loop.
Payment method: Financing – Classic
Show a financing breakdown on the offer (a yearly rate, down payment, and term) as display-only figures.
Payment method: Leasing
Offer a component on a lease instead of an outright purchase. One of Reonic's three per-component payment modes, alongside cash purchase and financing.