Create an offer

Creating an offer is the entry point to Reonic's lead-to-cash workflow. A customer interest becomes a structured project record with an offer number, a Kanban card, and a place in your pipeline. This guide covers every supported way to create an offer (from a request, from a contact, from a blank slate), every choice you make in the create dialog (project type, packages, customer link, address), the path you land on afterwards (Basics, Plan, Simulate, Price, Finalise), and the editing rules that apply before and after signature.

Before you start

• Your workspace needs residential offers enabled, and your user needs offer permission. Both are set by your workspace admin.
• Your role must be editor or higher. Viewers see the New offer button disabled.
• You'll need the customer's first name, last name, email, address (street, number, postcode, city), and the installation location (a map pin, placed automatically from the address in most cases).
• Optional but useful: pre-configured package templates in your workspace's package library. Templates seed the offer's bill of materials so you don't start blank. The packages available are whatever your workspace exposes for each target.
• If the customer already exists as a Contact in Reonic (because they came in as a request or were imported from a CRM), find them first. Creating from the Contact pre-fills the contact data.

The two entry points: from a lead or direct

Every offer in Reonic starts one of two ways: from an existing Request (the lead-first path), or directly from the Offers list (the offer-first path). Both end up in the same place, an offer record with the same lifecycle, but the inputs and the auto-fill behaviour differ.

• Lead-first (create from request): use this when the customer came in via a structured intake (Energyhouse funnel, CRM integration, manual request). The request already has the contact data, the address, and a rough scope; the offer inherits the contact link and the address. The request gets stamped Converted to offer once the offer exists.
• Offer-first (create directly): use this when there's no prior request (referral, tradeshow lead, phone call, kitchen-table closing). You enter the contact and address from scratch; Reonic fills in the timezone, altitude, and (where available) roof-potential estimate from the address.

Note: The lead-first path is "open the Contact," not "click a convert button." When a customer came in as a request, open the Contact the request created or matched and create the offer from there. Reonic stamps the request-to-offer link automatically once the offer exists.

Create an offer from a lead

When the customer came in as a Request, open their Contact and create the offer from there. The Contact carries the request's customer data, so the offer modal pre-fills name, email, phone, and address.

1. Open Contacts in the left navigation.
2. Find the customer. Search by name or email.
3. On the customer's row, open the row-action menu and pick Create residential offer.
4. The Create new offer modal opens with the contact's data pre-filled.
5. Continue with Fill in the create-offer dialog below.

Note: Once the offer is created, the request card on the Requests Kanban gets a Converted to offer tag. Reonic stamps the link automatically.

The contact data (name, email, phone, address) carries over from the request. Re-pick the rest on the new offer: packages, lead source, the customer's free-text message and notes, and uploaded photos.

Create an offer directly

When there's no request to start from, create the offer directly from the Offers list.

1. Open Offers in the left navigation.
2. Click New offer in the top-right. In German workspaces, the button reads Angebot anlegen.
3. The Create new offer modal opens blank.
4. Continue with Fill in the create-offer dialog below.

When you save a direct-created offer, Reonic:

• Assigns an offer number immediately (no Kanban drag needed).
• Fills in the project's timezone and altitude from the address.
• Where available, fills in a roof-potential estimate (orientation, slope, panel-fit estimate) for solar pre-fill. If no estimate is available, the offer still gets created and you plan the rooftop manually.
• Resolves the address into city, number, postcode, street, state, and country.
• Sets the default electricity price for your country.
• Creates one blank variant on the offer (variant 1).
• Prepares the offer so it can later be sent for signature.
• Lands you on the offer's Basics tab.

This path skips the request stage, so the offer is born already in offer state.

Note: If the New offer button is disabled, your role is below editor or your workspace doesn't have residential offers enabled. Ask your workspace admin.

Fill in the create-offer dialog

Both entry points converge on the same modal. The fields are identical; only the pre-fill differs.

1. Contact information: search for an existing contact by name or email, or fill the form manually:
   • First name, last name, email, phone (phone is optional).
   • Street, house number, postcode, city.
   • Optional: apartment, phone reachability hours.
   • If the contact came from a CRM integration (HubSpot, Pipedrive, Weclapp, Bitrix), a banner shows the source and lets you remove the association if it's wrong.
2. Offer details: appears once first and last name are filled:
   • Offer name: optional. Left blank, the system names it after the customer (for example, "Jane Doe").
   • Project address: the address of the installation site, set right here in the create dialog and held separately from the contact's address. It defaults to the contact address, but you can override it without touching the contact record. This is useful when the system gets installed somewhere other than the homeowner's billing/contact address (a second property, or a contact managing the project for someone else). Its coordinates update independently of the contact address.
   • Installation location: pin on the map. Placed automatically from the project address in most cases; adjust the pin manually if it's off.
3. Packages: optionally pre-select one or more package types from your workspace's template library:
   • Solar package
   • Battery / energy storage package
   • Wallbox package
   • Heat pump package (visible where heat pump is enabled for your country and workspace: DE, AT, FR, BE)
   • Additional components package: service items, scaffolding, electrical installation.
   • Optional components package: items the customer can tick to add at signing.
   • After creation, both Additional components and Optional components live on the variant's Price tab (the line-item editor). That's where you add, remove, or re-price service items, scaffolding, electrical install, and customer-pickable extras.
   • Leave all packages empty to build the bill of materials from scratch later, inside the offer.
4. Lead source: optional. Pick a value from your workspace's lead-source list. You set lead source here; it's an offer-level choice.
5. Save: click Save in the modal footer. The system creates the offer and routes you to its Basics screen.

Note: Validation fires after the first save attempt. Email must be a valid email format, all four address fields are required, and coordinates must resolve (the map must show a pin). Mistyped fields flag once you click Save.

Close the dialog without saving

If you close the modal with unsaved changes, an exit-confirmation modal asks before discarding. Click Discard to lose the entries, or Continue editing to stay.

If you edited the data of an existing contact (for example, fixed a typo in the email) while creating the offer, a second prompt asks "Are you sure you want to update the contact details?" before saving. This confirms the contact-level edit, separate from the offer creation.

Pick the project type

The project type is set by which packages you tick in the create-offer dialog. A pure PV offer ticks only Solar; a heat-pump-only offer ticks only Heat pump; a combined offer ticks several. Change the package mix later from the Basics tab on the offer.

• Solar (PV) only: pure rooftop PV without storage. The default for most residential offers.
• Solar + battery: PV with an energy storage component.
• Wallbox: EV charger, with or without PV.
• Heat pump: air-to-water or ground-source HP. Available where heat pump is enabled (DE, AT, FR, BE).
• Combined (PV + battery + wallbox + HP): the full bundle.

The Heat pump package option shows where your workspace and country have heat pump enabled. DE, AT, FR, and BE have it on by default.

Pro tip: Switching off a package after components are already in the bill of materials leaves those components in place. Untick the package, then prune the line items from the Basics tab.

Link to an existing contact or create a new one

The create-offer dialog supports both paths in the same form:

• Search for an existing contact: type in the first/last name or email search box at the top of the contact section. Matching contacts surface as suggestions. Pick one to pre-fill the rest of the form.
• Create a new contact in-line: fill in the contact fields without picking from search. Reonic creates the contact when you save the offer.

The contact you link or create here becomes the offer's default main contact: the recipient on the signature email and the name shown on the customer-facing PDF. Change it later from the Basics tab if a different stakeholder should receive correspondence.

Pro tip: Reonic checks for duplicate contacts when you save the offer. If you fill in a contact whose name and email match an existing one, the new offer attaches to the existing contact rather than creating a duplicate. Useful when the same homeowner gets multiple quotes from your team.

Project address and customer address

The Project address is where the system gets installed. It drives the simulation (sun path, weather, roof geometry), the roof-potential lookup, and the customer-facing PDF cover. The Customer address is where the customer lives or where the invoice gets sent. For most residential offers, the two are the same.

• The project address is its own field in the create dialog, set under Offer details. It defaults to the contact's address, and its coordinates update independently.
• To split them (rental property, customer billing a holding company, multi-property owner), override the Project address right in the create dialog. The change stays on the offer and doesn't rewrite the contact record. You can also adjust it later from the offer's Basics tab. See Set up the basic information on an offer for the full address split.

Solar planning mode: 3D, 2D, or quick

Each variant on the offer carries a planning mode that controls whether and how Reonic models the rooftop. The default comes from your workspace setting; override it per variant after creation.

• 3D Planning: full 3D rooftop model, roof-potential lookup, yield simulation, economics. The Reonic default for residential.
• 2D Planning: flat-roof or simplified sketch without full 3D modeling. Yield runs on a simplified flat-roof model.
• Quick planning: no 3D, no yield calculation. The offer carries the package, components, and prices; the planning view stays empty. Use for quick-quote scenarios.

The planning mode is per-variant, not per-offer. A multi-variant offer can have variant A in 3D and variant B in Quick. To switch a variant's mode, open the variant's Planning > Solar view after creation and pick from the Planning mode selector.

Pro tip: When you create the offer and pick a Solar package, Reonic fills in the rooftop from the roof-potential lookup where available. The fetched data lives on the variant; re-fetch later from the Planning view, or override it with a manual sketch.

Create a quick-quote offer

For a back-of-the-envelope quote (a component list and a price with no rooftop modeling), use Quick planning:

1. Create the offer normally (from a lead or directly). The first variant lands with your workspace's default planning mode.
2. Open the variant's Planning view.
3. Pick Quick planning in the Planning mode selector. The 3D canvas and yield simulator stop rendering; the components list and prices remain.

The path is create-then-switch-mode. A few things to keep in mind:

• The customer-facing PDF still renders. Without yield, the Economics page (break-even, payback) has nothing to compute, so toggle it off in Customise the offer PDF for this offer. Without 3D, the solar-visualisation pages fall back to the package's stock image or hide, depending on your PDF settings.
• Quick planning is per-variant. Mix a Quick-planning quick-quote variant with a full 3D variant on the same offer.
• Switching a variant back to 3D Planning later keeps the data.
• Country rules still apply in Quick planning: heat-pump, financing-partner, and country-availability rules hold.

Pro tip: The Quick-planning Finish planning step carries the pending-signature actions that otherwise live on the full Finalise view: withdraw a pending signature request, open the public signed-offer link, and a per-variant lock-state indicator (signed / signature requested, locked for editing). A quick-quote offer built end-to-end in the streamlined flow handles signature actions right there. See Finalise an offer and request the customer signature.

Enter energy consumption

Once the offer exists, the customer's annual energy consumption drives the simulation. You enter it on the variant's Planning view. Consumption is a planning-stage input, so save the offer first and add it later.

• Annual consumption (kWh/year, Stromverbrauch): the headline number. Most residential customers know their rough annual usage from their utility bill.
• Tariff bands: some countries split the annual figure across rate bands. Italy uses F1 / F2 / F3 (consumption-tier bands, split by annual usage rather than time of day, shown only on Italian workspaces). Germany defaults to a single rate.
• Linky integration (France): French customers with a Linky smart meter can connect their meter for automatic consumption pull. This pulls 12 months of real-meter readings into the simulation in place of manual entry.

Note: Without consumption data, the simulation uses country-default load profiles. The numbers land in the right ballpark but won't reflect this customer's real usage pattern, so the economics page is less specific.

Add storage

If you ticked the Battery package, the variant gets a battery slot. Sizing happens on the Planning > Battery view.

• Reonic suggests a battery size based on the customer's consumption and the planned PV system.
• Override with a specific battery model from your workspace's component library.
• Whether the battery is AC- or DC-coupled follows from the inverter and battery you select (a hardware property). DC-coupled setups are more efficient and use a hybrid inverter.

The battery feeds the simulation (self-consumption %, payback) and the PDF economics page.

Add a wallbox

If you ticked the Wallbox package, the variant gets a wallbox slot.

• Pick a wallbox model from your workspace's component library.
• Enter EV consumption (annual kWh). This drives the simulation's electric-car row on the customer-facing PDF.
• Choose whether the wallbox should consume from the PV/battery first (smart charging) or pull from the grid.

If the customer already has a wallbox and isn't buying a new one, leave the package off and add the EV-consumption figure to the variant's consumption profile manually.

Add a heat pump

The Heat pump package opens a separate planning surface (Plan > Heat pump) with its own inputs:

• Heat load: room-wise calculation or simplified building-level estimate. See Room-wise heat load calculation and Simple heat load simulation.
• Existing heating: the old system being replaced (gas, oil, electric, none). See Existing heating system.
• Heat pump model: picked from your workspace's HP component library.

Heat pump availability is gated by country (DE, AT, FR, BE). See Overview of offer characteristics for the country matrix.

Name the offer, set deal value, valid-until, and KAM

Beyond the planning content, the offer card carries metadata that drives your Kanban, your forecast, and your CRM sync. Some of this is set in the create-offer dialog; the rest you edit on the Basics tab after creation.

• Offer name: set in the dialog. Defaults to the customer's name (for example, "Jane Doe") if blank. Editable later from the Basics tab.
• Offer number: assigned automatically. Direct-created offers get a number on save; request-converted offers get one when the card first moves out of the request Kanban column. The system generates a sequence per workspace.
• Deal-Wert (expected deal value): set on the Basics tab after creation. Drives the Kanban column total and the CRM pipeline forecast. This is distinct from the Custom deal value, which is a pricing-side override of the customer-facing total.
• Hintergrund (background notes): free-text, internal-only. Set on the Basics tab in the Hintergrund / Background field. This is where free comments about the offer live, and it never shows on the customer PDF.
• Laufzeit / Next touch: the customer-relationship cadence date (next call, next email, next visit). Drives the Kanban "needs attention" view.
• Key Account Manager (KAM): the user responsible for the offer. The KAM's name and email show up as the sender on the customer signature email. Assign or change the KAM on the Basics tab.
• Valid-until / link validity: set when you click Send for signature (default 14 days, configurable 1 to 60).

See Set up the basic information on an offer for the full Basics-tab walkthrough.

What happens after you save

When you click Save on the create-offer dialog, the offer enters the Draft state on the Offers Kanban. The lifecycle proceeds as:

1. Draft / Open: the offer exists, no signature has been requested. You plan, price, and customise the PDF.
2. Sent for signature: you click Send for signature on the Finalise tab; the customer receives a public link.
3. Signed / Won: the customer signs digitally (or you upload their analog signature); the signed variant locks and integrations fire.
4. Lost: at any point before signing, mark the offer lost with a structured reason.

Status transitions write to the offer's activities feed so the history is traceable. Drag a card between Kanban columns to flip status; the system records the move.

Note: A few specifics on status: - Flip status by dragging the offer's card between Offers-Kanban columns, or open the card and pick the column from the Status dropdown. - Offer-number assignment happens on Kanban drag. If a request-converted offer didn't yet have a number, it's assigned as part of the first column move. - Won is system-managed. It flips automatically when the customer signs, so leave it to the system. - Lost is a pre-signature outcome. Pick a structured closed-lost reason when you mark an offer lost. Reopening a Lost offer brings it back to Open (the data stays), and the closed-lost reason is cleared on reopen, so capture it elsewhere if you need it for win/loss analysis.

See Overview of offer characteristics for the full lifecycle.

Variants: one offer, multiple scenarios

An offer holds one or more variants ("options"). A variant is a complete planning package, with its own bill of materials, its own pricing, its own 3D plan, and its own financing terms. The customer signs one variant, not the offer as a whole.

• A direct-created offer starts with one blank variant.
• A request-converted offer starts with one variant, seeded by whatever packages the request had.
• Variants are numbered per-offer (1, 2, 3…) and show on the signed PDF as the offer number and variant number combined (for example, "OFF-1024-2").

Pro tip: A common pattern is a cash variant alongside a Ratenkauf (installment financing) variant for the same scope. Both sit on the same offer, the customer compares total price versus monthly rate side-by-side, and signs whichever payment shape they prefer. Keep unrelated offers as separate offers, one per customer commitment.

Add a blank variant

1. Open the offer in the Portal (Offers list, then click the offer).
2. Open the Variants overlay (the Offer Options pane).
3. Click Create new variant.
4. Enter a name for the new variant (for example "Solar + battery", "Without heat pump").
5. Save. The new blank variant is added after the last existing one and selected by default; it inherits the workspace's default planning mode.

Duplicate an existing variant

Duplicating is faster when variants share most of their components.

1. Open the offer in the Portal.
2. Open the Variants overlay.
3. On the variant you want to copy, click Duplicate.
4. Reonic copies the line items, payment data, financing details, subsidies, optional-component bundles, and the solar layout (modules, strings, roof geometry) into a new variant with the next sequential number.
5. Edit the new variant (pricing, components, planning) independently from the source.

What carries over when you duplicate a 3D-planned variant:

• Carries over: the solar layout (modules, strings, parallel groups, re-mapped so edits to the duplicate stay on the duplicate), per-component payment mode, financing details, subsidies, optional-component bundles, and the solar yield/economics inputs (feed-in tariff, electricity price, post-EEG tariff).
• Resets: optional-component bundles copy but come back un-ticked (the customer re-selects them); the duplicate is always unlocked.

Pro tip: If you duplicate a variant that has financing attached, the copy comes back with the same financing set up, ready to tweak (different components, different term). For a cash duplicate from a financing variant, remove the financing on the copy afterward.

A few rules on variants:

• Every offer keeps at least one variant, so the last remaining variant stays in place.
• A variant attached to a live (non-withdrawn) signature stays in place until you withdraw the signature or it expires/signs.
• Add a variant any time, even after another variant is signed. Only the signed variant locks; the customer needs a fresh signature request to act on a new one.

See Plan multiple variants on one offer for the full variant walkthrough.

Variants or separate offers

Use variants when:

• The same customer is choosing between scopes for the same project (for example "with vs. without battery").
• You want to send all options in one signature request and let the customer pick.
• The variants share most of the planning (address, customer, basic scope).

Use separate offers when:

• The customer has two unrelated projects (for example a residential PV and a commercial PV at a different address).
• You've lost one offer and want to start fresh with a new pitch.
• The customer is comparing offers across time (a quote from last year vs. a quote now).
• You need to send the same customer multiple distinct offers (for example two parallel quotes from different KAMs, or a "send everything" follow-up after a first offer was declined). Create as many separate offers as the situation requires; each carries its own offer number, lifecycle, and signature link.

Duplicate an offer for a similar customer

Reonic duplicates a variant within an offer (the variant-level duplicate covered above). For a similar offer for a different customer, create a new offer and pick the same package templates so the package picker seeds the bill of materials from the same source.

Edit an offer before signature

Before any variant on the offer is signed, edit anything: components, prices, addresses, packages, name, KAM, planning, PDF settings. Edits happen on the offer's tabs:

• Basics: project type, customer link, address, package mix, offer-card metadata.
• Plan: solar/battery/wallbox/heat pump planning per variant.
• Simulation: yield, economics, scenario testing.
• Price: line items, discounts, custom deal value, financing.
• Finalise: PDF customisation, signature request.

Edits write to the activities feed. The offer's last-edited timestamp bumps on every edit, so the Offers list can sort by "most recently touched".

Note: The variant you sent for signature is locked while the request is pending — to change it, withdraw the pending signature first. Other variants stay editable. The customer's view stays frozen at the moment you clicked Send for signature, and your edits reach their public link once you withdraw and send a fresh request. See Finalise an offer and request the customer signature.

Edit an offer after signature

Once a variant has been signed, that variant is permanently locked. The signed scope is the contract artefact. To capture a change after signature:

1. Add a new variant on the offer, blank or duplicated from the signed one. See Plan multiple variants on one offer.
2. Edit the new variant with the updated pricing or scope.
3. If the customer needs to agree to the change, send a fresh signature request that includes the new variant.

Other variants on the same offer stay editable. Only the signed variant is locked, so you keep building scenarios on the same offer record; variants freeze one at a time as the customer signs them.

Pro tip: The signed PDF and the signed-variant snapshot are kept permanently, and the offer's history stays intact. See Finalise an offer and request the customer signature for the full late-change-handling story.

Delete or archive an offer

Reonic deletes offers that have never been signed. Once any variant is signed, the signed PDF is a contract artefact and stays on file.

• Delete a Draft / unsent offer: open the offer, find the delete action in the offer's row-action menu (the label varies by workspace; sometimes under a ... menu on the Basics tab). Confirm in the prompt. The offer record and all its variants are removed.
• Delete a sent-but-unsigned offer: withdraw the pending signature first (see Finalise an offer and request the customer signature), then delete.
• A signed offer is Won and stays on file: it either transitions to installation or stays as a Won contract artefact. The signed PDF and signed-variant snapshot are kept permanently.

Note: Deletion is per-offer and permanent, with no bulk-delete and no recycle bin. Be confident before clicking.

Preview the offer PDF

See Finalise an offer: discounts, PDF layout, cover letter, preview for how to preview the offer PDF.

Send the offer for signature

Once the offer is planned, priced, and the PDF is correct, send it to the customer for signature. This is a separate workflow. See Finalise an offer and request the customer signature for the complete send-and-sign flow, including:

• Picking which variant(s) the customer sees.
• Setting link validity (1 to 60 days, default 14).
• Customising the email subject and message.
• Resending or withdrawing the link.
• Handling analog (paper) signatures.
• What happens after the customer signs (Won state, integrations fan-out, transition to installation).

On commercial projects

The create-offer flow above is the residential (B2C) path. Reonic also runs commercial (B2B) offers, with a parallel workflow. See Plan a commercial (Gewerbe) project for the full commercial walkthrough.

• Residential: the flow in this guide. Single property, homeowner contact, planning via 3D / 2D / Quick planning, signature via Reonic's digital signature flow.
• Commercial: a separate area under the commercial routes. Offers, variants, and pricing all exist. Offers are signed in person on commercial projects, off-system, rather than through the e-signature flow.

On commercial projects: the digital signature flow is residential-only. A commercial offer is finalised and signed off-system, so don't look for the Send-for-signature flow on the commercial line.

If you run both B2C and B2B, you'll have two Kanbans: one for residential offers, one for commercial projects. Residential and commercial are separate product areas; to move a project between them, recreate it on the other side.

Mobile offer creation

Offer creation lives in the Reonic Portal (the web app). The Mobile App is for acting on existing offers: view, sign on tablet, attach photos, and check installation details.

On the road, the path is:

• Tablet: open the Portal in a tablet browser. The Portal drives the create-offer modal from a tablet. A stylus or external mouse makes the map pin and the package picker easier.
• Phone: good for status checks and quick edits. Save the create-offer modal for a tablet or laptop, where the larger screen suits it.
• Sign on tablet: once an offer exists and you're with the customer, the Mobile App (or the Portal in a tablet browser) supports the tablet-signing flow. See Finalise an offer and request the customer signature.

Things to know

• Creating an offer writes a project record on your side; it doesn't email the homeowner. A weekly-dismissable banner reminds you of this. To send the offer, follow the Finalise & Request signature flow when you're ready.
• The offer number is assigned automatically per workspace. Direct-created offers get a number immediately; request-converted offers get one when they first move out of the request Kanban column. For a specific starting number or a custom format on a new workspace, contact Reonic support before your team creates the first few offers.
• Lead source is set manually in the create-offer modal. Set it on the offer; it's an offer-level choice.
• Removing a CRM association (HubSpot, Pipedrive, Weclapp, Bitrix) unlinks future syncs but keeps the contact data on this offer.
• CRM integrations sync when you create or update an offer. With a CRM integration enabled, expect a deal to appear in the connected system shortly after saving, including on status updates.
• Custom deal value and Deal-Wert are different fields. Custom deal value (pricing) is what the customer sees as the total; Deal-Wert (offer card) drives your forecast and CRM sync. See Set up the basic information on an offer.
• The project address is set in the create dialog and lives on the offer. It defaults to the contact address but overrides independently, so an install site that differs from the homeowner's billing/contact address doesn't rewrite the contact record.
• The Plan view stays empty until you start planning. A fresh offer with a Solar package ticked has an empty 3D canvas. Open Planning > Solar to place modules.

Brazilian offers: the CPF field

On Brazilian workspaces, the offer's Basics tab shows a CPF field (the Brazilian taxpayer ID, formatted 000.000.000-00). It isn't part of the create-offer dialog; you fill it on the Basics tab after the offer exists. Anyone with offer-edit rights can set it, and it stays editable until the offer is locked at signing.

If you later add financing to a variant, the CPF you entered here pre-fills the financing proposal automatically, so set it before you start the financing flow.

Need help?

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

Last updated on August 4, 2026