Modify existing pages in the offer PDF

The Modify offer PDF workflow, surfaced as the Customise pages action on the Finalise tab, lets you reshape the offer PDF for one specific offer without touching the workspace-wide template. This page covers the built-in chapters: which ones appear, their order, and their visual variants. To insert your own brochures, certificates, or extra documents, see Add a custom page.

For commercial-decision settings (total discount, price-display mode, cover letter) and the broader Finalise mental model, see Finalise overview.

Who this is for

Account managers and installer admins with the residential Offers permission (editor-or-higher role). If you don't see the Customise pages button on the Finalise tab, your role doesn't have the permission. Ask your admin to enable it.

Before you start

• Open the offer in the Portal and make sure the variant is planned and priced (components in, payment modes set, prices computed).
• The offer must be open for editing. Once a signature has been signed, the Customise-pages button is greyed out with a lock icon. To change a signed offer, withdraw any pending signature or fork to a new variant. See Finalise overview.
• Workspace defaults should already be configured (logo, brand colours, default PDF section list, default legal texts). Ask your admin to confirm the global side is configured before you customise per offer.

Open the Customise-pages modal

1. Open the offer in the Portal.
2. Go to the Finalise tab.
3. Open the Preview panel on the right.
4. Click Customise pages (pencil icon next to the label).
5. First-time prompt: if the offer is still on the global template, a confirmation appears: "Use customised page settings for this offer? This offer currently uses the page settings stored globally in the settings." Click Yes to switch the offer onto its own custom page settings.
6. The page-settings modal opens with the full list of chapters in their current order, each with a visibility toggle and (where supported) a visual-variant dropdown.

Reading the status badges

Up to three badges sit next to the Customise pages label, each carrying its own signal:

• Red exclamation: your current custom settings have validation errors; save is disabled until they're fixed.
• Amber clock: the global template has been updated since you customised. Your offer keeps its custom values, but you can pull the global in via Reset to global settings.
• Blue user-pen: this offer is on its own custom page settings (not the global default).

No badge means you're still on the global default with no errors.

Reorder, hide, and pick visual variants

1. In the modal's Page layout section, drag-drop chapters into the order you want.
2. Toggle each chapter on or off:
   • Off: the chapter is removed entirely from this offer's PDF.
   • On: the chapter renders; some chapters have visual variants you can pick from a dropdown.
3. Pick the visual variant per chapter, where available:
   • Cover: image on top, full-bleed image, circular images, polygon images, gradient, or plain.
   • Company introduction: visual variants for image placement.
   • Testimonial: single image or paired image-text lists.
   • Household / energy flow: choose between an energy-flow diagram and a simplified production-and-consumption graphic with self-consumption and self-sufficiency KPI cards. Toggle the chapter off to drop the household energy-flow page entirely. The same household energy-flow variant is available workspace-wide under Settings > Planning & offer > Pages & Design > Residential, and the per-offer choice you set here overrides it for this offer.
4. Save. The PDF preview reflects the new order and variants immediately.

What appears inside the diagram follows what you've planned (solar, battery, EV, heat pump) and the simulation automatically. The variant choice is the one lever; the diagram contents are set for you.

Pro tip: If a chapter renders blank, it's almost always because the chapter is toggled on but has no content (e.g. Testimonial enabled with no testimonial text or image). Fix: either fill in the section's content, or toggle the chapter off for this offer.

Edit the cover page

The cover is the first thing the customer sees: title, customer info, your logo, offer number, expiry date.

1. In the modal, open the Cover section.
2. Edit any of:
   • Document title (e.g. Your photovoltaic system, Your heat-pump upgrade).
   • Document subtitle: a one-line strap under the title.
   • Customer number / offer number: toggle each on or off. The offer number renders on the cover when Show offer number is on. The full offer number is also visible inside the PDF, typically on the cover, the parts-list header, and any document footer that surfaces it (depending on the workspace template).
   • Logo: show or hide your workspace logo.
   • Expiry date: display the offer validity date on the cover.
   • Custom cover image: upload a one-off image for this offer (replaces the default cover artwork from the template).
3. Save. The cover re-renders with your changes; the rest of the layout stays untouched.

Pro tip: You can change just the cover image without touching anything else. Open Customise pages > Cover, upload a custom image, then Save. Use it for high-value pitches where a property photo or aerial shot opens the document.

Configure the testimonial and company-introduction chapters

Both chapters have a similar pattern: a headline, body text, and one or more images.

1. Testimonial: set headline, main text, secondary text, an image, and optional image-text pairs that pair a customer photo with a quote.
2. Company introduction: set headline, slogan, body text, and up to two images (e.g. your team, your storefront).

Toggle either chapter off if it doesn't fit this offer (e.g. drop the testimonial for a returning customer who already knows you). Toggle the company introduction on to add a company-presentation page to the offer.

Configure the economics chapter

The Economics page renders the long-term financials: break-even, cumulative savings, ROI cards.

1. In the modal, open the Economics section.
2. Edit:
   • Break-even horizon: the maximum year-N at which break-even is allowed to render. If the simulation's break-even point falls past this year, the chart hides the line rather than scaling out indefinitely.
   • Show estimated investment cost: toggle the upfront-investment line on or off.
3. Save.

Note: The Economics page itself can be toggled on or off in the Page layout section. Hiding it removes break-even, IRR, and the cumulative-savings chart entirely from this offer's PDF.

How payback / break-even is calculated

The Economics page numbers follow the offer's underlying yield + tariff simulation:

• Break-even year is the year in which your customer has paid back the system: the point where cumulative yearly savings overtake the upfront investment cost.
• Cumulative savings, ROI, IRR, and total-savings cards all read from the same simulation, so they stay consistent with the break-even year.
• The figures are undiscounted. The Economics page does not apply an NPV or discount-rate calculation. For an NPV framing on a commercial customer, do it outside Reonic and reference the savings table.
• The break-even horizon above only controls how far the chart extends. If the actual break-even year falls beyond your limit, the line hides rather than scaling out; the underlying figures are unchanged.
• Yearly savings reflect the customer's electricity tariff + escalation rate, set workspace-wide under Settings > Simulation > Electricity & gas prices.

Disable the Economics page entirely (toggle in Page layout) for short-horizon offers (e.g. financed packages with no upfront cost where break-even is uninformative).

Configure the components-overview / parts-list chapter

The Components overview chapter renders the parts list. See Parts list for the deep dive. From this modal you can:

1. Open the Components Overview section.
2. Toggle:
   • Show component article numbers: display each component's article number for technical customers, or hide it for a cleaner customer-facing list.
   • Show estimated investment cost: display the bundled investment cost alongside.
3. Save.

Component images and descriptions render automatically from your component catalog. If a component has an image and a description set in your workspace's component library, both appear in the customer-facing PDF without any per-offer toggle. See Parts list for catalog setup.

Note: The per-component price column on the customer-facing Components Overview shows the unrebated list price per component. Any global rebate or line-level rebate appears separately on dedicated rebate rows beneath, rather than being folded silently into each line. When you apply a global rebate to the offer, the customer sees "Component X — €Y, Component Y — €Z, … Rebate: –€R, Total: €N" rather than rebated component prices with no visible rebate row.

Save, reset, or discard custom layout

1. Save: confirms your changes. Image uploads run in flight; a hint reads "Images are being uploaded, please hold on for a moment…". Keep the modal open until save completes.
2. Discard changes: a confirmation dialog appears ("Really discard changes?"). Discards in-modal pending edits and reverts to the last saved state.
3. Reset to global settings: only visible once the offer is on its own custom page settings. Confirmation reads: "Really reset to global page settings? Changes to the page settings that were only made for this offer will be lost and replaced by the global settings." Discards your custom overrides and pulls in the current workspace default. Useful when the workspace template has been updated and you want this offer to track the new global.
4. Update page settings: only visible when the global has been updated and your offer is still on the global default. Pulls in the latest global version.

Where to find the finished PDF

Note: For the full create-PDF and send-to-customer steps, see Finalise overview (preview + download) and Finalise overview (send flow). The short version is below for context while you're customising the layout.

The finalised PDF is available in two places depending on the offer's stage:

• Before signing: the Preview panel on the Finalise tab is the live render. See Finalise overview for the full preview workflow and download details.
• After signing: the signed PDF is stored against the signature and emailed to the customer. See Finalise overview for the signed artifacts and how to fork.

Export just the planning as a PDF

Alongside the customer-facing offer PDF, Reonic produces a Summary PDF: the planning and component-list document, without the customer-facing economics or cover letter. Use it when you want the planning detail on paper without the sales framing.

1. Open the offer's secondary actions (a context menu near the offer-header actions).
2. Select Summary PDF or Internal PDF.

The Summary PDF covers cover, table of contents, checklist, solar, circuit plan, component list, images, and notes. It includes the circuit plan as its own chapter, which makes it the closest standalone route when you need the circuit plan on its own. The customer-facing offer PDF stays separate, with its economics and yield pages intact.

Things to know

• What you set here is per-offer; what your admin sets in Settings is per-workspace. Once you customise an offer, it's decoupled from the global template. Future global changes don't reach this offer unless you Reset to global.
• Other offers don't inherit your customisation. To apply this layout to all future offers, your admin must update the global template at Settings > Planning & offer > Offer. Per-offer customisation never writes back to the global side.
• Page numbers, footers, and the offer-number format are set per-workspace. There's no per-offer override. The footer page-number element always prints. To change the footer text, edit it inline at workspace level; to change the offer-number prefix or counter, look under Settings > Planning & offer > Offer.
• Validation is strict. If the modal shows a red exclamation badge, your settings have validation errors. The save button stays disabled until you fix them.
• Optional-component bundles in the PDF. If the offer has an Optional components bundle (e.g. extras the customer can pick at signing), the bundle renders as a list the customer can tick. Until the customer signs, none of the optional items count toward the total. After signing, the chosen items are added to the variant and reflected in the price + economics.
• Custom-component pricing is factored in. If you add a custom component with a price during planning, the price flows into the parts list, total price, and economics page. Reonic counts custom components in the totals.
• Existing PV systems appear in the offer PDF. If you set an existing PV system on the project during planning, the customer-facing PDF references the existing system in the system-overview and economics sections (e.g. "+ existing 5 kWp PV"). The new components add on top in the breakdown.
• Add a street view or aerial manually. If your workspace template has an image slot on the Cover or Company introduction, upload a Street View screenshot or aerial photo there for a property shot on the offer. Fill the image slot yourself; the offer PDF does not embed a Street View automatically.
• The string plan is part of the offer PDF, not a separate export. It renders as one of the chapters when you have a 2D/3D solar plan with strings assigned; there's no separate "export string plan as PDF" route. If the string plan doesn't render, confirm the plan actually has strings assigned. A Quick planning (no-strings) variant produces no string plan. It appears automatically when strings exist rather than being a chapter you toggle by hand.
• Updating the module image. The component image in the PDF comes from your workspace's component library. To update the photo of the PV module that appears in the parts list / components overview, edit the module entry in your component library. That image then flows into every new render of every offer using that module. See Parts list.
• Signed PDFs are frozen. Once an offer is signed, its signed PDF stays as the customer received it. Any customise-pages change you make after signature affects only preview renders, never the customer's signed copy.
• What drives PDF file size. The 3D-building screenshots that show the customer's real house are high-resolution, and each saved PDF camera angle adds another full image, so the file size scales with how many 3D snapshots you've saved. The three levers that shrink the PDF are: save fewer 3D camera snapshots; use 2D planning instead of 3D (its satellite preview is much lighter); or disable the 3D / PV-overview pages for this offer in Page layout. The 2D satellite preview and the house graphic are already lightweight, so they aren't what makes a PDF heavy.
• The house walls follow the saved 3D camera. Wall appearance on the 3D-building image follows the saved camera angle. If the walls look dark or off, re-position the saved PDF camera snapshot to a better angle and re-save.
• The customer comment renders at a fixed size. The customer-facing comment you set on the Finalise tab prints on the Overview page at a fixed text size. This is the customer-facing comment, separate from internal offer notes (which never render on the customer PDF).
• The PDF's built-in text follows your workspace language. All the system-generated text on a shared offer PDF (cover title and subtitle, datasheets, the cancellation form and policy, Terms & Conditions, the signature-with-contacts page, the contact banner, the heat-pump legal condition) is generated from your workspace's locale, the same language your customers see. So if your Portal is set to English but your workspace serves German customers, the boilerplate prints in German. If a PDF prints in the wrong language, fix the workspace locale setting rather than your personal account language. The free text you type yourself (cover title, testimonial, customer comment) always prints exactly as you wrote it.

Related

• Add a custom page: embed your own brochures, certificates, and extra documents into the offer PDF
• Finalise overview: the full Finalise-tab workflow (discounts, cover letter, price display, preview)
• Parts list: bill-of-materials deep dive
• Finalise overview: the signature workflow

Need help?

• Step-by-step questions about this flow: contact your Reonic account manager.
• Feature requests / something missing: drop a note to your account manager.
• Bug reports: include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026