Offer optional components as an upsell

Optional components sit at the bottom of the signature page as optional upsell bundles the customer can select at signing. Components the customer selects are added to the total offer price before they sign. If the customer selects none of them, the base offer price stays as planned. Use them to sell optional add-ons (service plans, warranties, insurance) alongside your core PV, battery, or heat-pump offer.

Before you start

• Decide which add-ons make sense as optional bundles for this offer. Common categories are below.
• Make sure the components you want to bundle are already in your components library, or be ready to add them inline. Working from your library means you reuse the same option packages across offers.
• Decide whether each option stands alone or belongs in a bundle (an Option 1 package, an Option 2 package, and so on).
• Keep the offer in draft status to edit the option set. Once you send a signature request, the options on that request are fixed, and once the customer signs, the selected options are fixed into the signed variant.

Typical examples

• Service contracts and maintenance plans: annual inspection, panel cleaning, periodic system check.
• Insurance products: fire, theft, or weather-damage policies tied to the PV system.
• Extended warranties: beyond the manufacturer warranty, typically 5 to 10 years extra on the inverter, panels, or whole system.
• Trades-work add-ons: a chimney cap, gutter cleaning, attic insulation. Work the customer might want bundled but isn't core to the PV install.
• Monitoring upgrades: a premium dashboard, in-home display, or cellular gateway for remote monitoring.
• Battery capacity bumps: upgrade from 10 kWh to 15 kWh for a fixed price. Capacity bumps that change the simulation are cleaner as separate variants, covered in When to use a variant instead.

Create optional component packages

1. Open the offer's Planning view and scroll to Optional components.
2. Click + Add option package.
3. Add the individual components that make up the option. Pick from your library, or add an inline custom line.
4. Give the package a clear name, for example Option 1: Service plan, Option 2: 10-year warranty, Option 3: Full insurance.
5. Repeat for additional option packages as needed.

The packages now appear in the offer planning. They don't affect the base total. They contribute to the total only if the customer selects them.

How the customer sees the options

Digital offer (signature link)

In the digital offer the customer opens through the signature link, the option packages appear at the bottom of the signature page as checkboxes:

• Each option shows the package name and the price.
• The customer ticks the boxes for the options they want.
• The page total updates live as they tick boxes.
• When the customer signs, the selected options are part of the signed variant.

The customer never has to ask "what does this cost?" The price is visible next to the checkbox.

Paper / PDF offer (analog signature)

In the printed PDF, the option packages appear as checkable line items below the bill of materials. The customer ticks on paper. When you upload the signed document (see Upload a manual (analog) signature on behalf of the customer):

1. Open the offer's Finalize > Signature tab and, on the pending signature row, choose Upload analog signed document.
2. Pick the variant the customer signed (pre-selected if there's only one).
3. Upload the signed PDF and enter the date the customer actually signed (it can't be more than a day in the future).
4. Tick the optional components the customer selected on paper. This step only appears when the chosen variant has option bundles.
5. Save.

Reonic records the selected options against the analog signature, and the total in the system matches what the customer signed for. An analog signature moves the offer forward the same way a digital one does.

Pricing inside an option package

Each component in an option package carries its own price, and the option's total is the sum of its components. Two controls set those prices:

• Per-component price: set inline on the option package.
• Library price refresh: the orange-arrow refresh updates optional-component prices to the current library price, the same way it does on the rest of the offer.

An option package doesn't carry a discount of its own. To discount an option, adjust the per-component prices, or apply an option-level or document-level rebate on the offer.

For the customer-facing total, the option's price is added to the signed total when they select it. What they see is what they pay.

Let the customer pick exactly one option

If you want the customer to pick exactly one from a set of options (a service tier of Basic, Standard, or Premium, say), keep in mind that each option is an independent checkbox. The customer can tick more than one: Basic and Premium together, for example.

To steer toward a single choice:

• Tell the customer directly in the cover letter: "Pick one service tier."
• Use variant pricing instead. When the choice is fundamental (it shapes the install scope, not just the price), create separate variants — Variant A: Standard, Variant B: Premium — and let the customer choose a variant. See Plan multiple variants on one offer.
• Bundle the choices into one package each. Three packages, three checkboxes, and naming that makes the one-of-three intent explicit: Service Plan A — Basic, Service Plan B — Standard, Service Plan C — Premium.

This is a planning choice you guide with naming, not a hard restriction on the signature page.

When to use a variant instead

Optional components are for upsell add-ons that don't change the core install. When the choice is between installs (5 kWp solar versus 10 kWp solar, or with heat pump versus without), that's a variant, not an option. Variants get full simulation; options don't.

Rule of thumb:

• Simulation impact? Use a variant.
• Cost-side only, customer picks at signing? Use an optional component.

See Plan multiple variants on one offer for the variant path.

Things to know

• Options are cost-side only, so they never reach the simulation. Even an option with technical specs, an extra inverter say, leaves the yield and payback figures unchanged. To make the simulation reflect an upgrade, use a variant.
• Options become regular line items once selected. After the customer ticks an option, it shows up in the bill of materials like any other component. To the customer's PDF reader, the selected option is just another line.
• The Optional components section is editable on a draft offer. If it looks greyed out, the offer is finalised, signed, or carries a live signature request. Sending for signature fixes the option set on that request, and signing fixes the customer's selection into the signed variant. Withdraw the pending request while it's still pending, or fork to a new variant, to edit again.
• Add as many option packages as you need. Three or four is the sweet spot. More than that overwhelms the signing page.
• An empty option set hides the section. When you don't configure any optional components, the signature page leaves out the Options block entirely, which keeps a clean offer surface for customers who don't have upsell options.
• The customer sees the package price, the sum of its components, rather than the individual component prices. To show line-item detail, give each component its own one-item package. A one-item package is fully supported and often the cleanest presentation: the package name carries the marketing label, the single component carries the price.
• Optional components work on any offer. They surface whenever they're present, whether or not PV, battery, or heat-pump are configured, so a wallbox-only or trades-only offer can still carry upsell options.
• Adding an option after signing means a new variant or a separate sale. The signed variant is fixed. To capture a later "I want the service plan now", fork to a new variant with the option pre-selected and have the customer sign it, or add the service plan as a separate offer or invoice once installation is done.

Last updated on September 30, 2026