Send a signed offer to Photovate
Send a signed offer's variants to Photovate so each variant is traceable in both systems.
Photovate is a dealer-financing and solar quoting connector. Once it is connected, send a signed offer's variants to Photovate from the Finalise sidebar. Each offer variant is sent across with its own Photovate reference, so you can match them up later.
Before You Start
- The offer must be signed.
- An admin connects Photovate in Settings > Company settings > Integrations by entering the API key and client ID.
Send the Offer to Photovate
- Open the signed offer and go to the Finalise tab.
- In the actions sidebar, click Send to Photovate.
- Each offer variant is sent to Photovate, and you get back a Photovate offer reference for each variant.
Send an offer whenever you are ready. You start the export yourself, one offer at a time.
Things to know
- Residential offers only. The Send to Photovate button appears on residential offers. It is not available on commercial offers.
- The export is per offer variant. Each variant keeps its own reference, so you can trace each one back and forth.
- Photovate and Photowelt are the same connection. Photowelt is the name some installers use for the same integration. This page covers the signed-offer export. The component and price sync is set up separately through the same connection.
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