Offer optional components as an upsell

Optional components are upsell bundles the customer picks at signing. They sit at the bottom of the signature page as checkable choices. If the customer selects one, it joins the total price before they sign. If they don't, the base price stays clean.

Who this is for

Account managers and installer admins who sell add-ons (service plans, warranties, insurance) alongside the PV, battery, or heat-pump core offer, and want to give the customer choice without losing the deal on a sticker-price surprise.

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 version.

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. See When to use a variant instead below.

Create option 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.

Pro tip: Group related upsells into a single package (one service plan with maintenance, callouts, and warranty inside one option). The customer reads it as one decision instead of three. Three packages with one item each are three small decisions; one package with three items is one easier yes.

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 offer.

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 Sign 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. The option's total is the sum of its components. You can adjust:

• 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. It holds line items, a name, a description, and an order. 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.

Note: Rebates show on their own row, not buried in the price. On the customer-facing Components Overview page, each component shows its list price. Any global or line-level rebate you apply appears separately on a dedicated rebate row beneath, so the customer reads "Component X — €Y, … Rebate: –€R, Total: €N" rather than a silently-discounted line. Check how it renders (see Configure pricing and discounts) before sending.

Multiple options — letting the customer pick exactly one

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 never flow into the simulation. They're cost-side only — no yield, no payback impact. Even when a customer selects an option that has technical specs (an extra inverter, say), the simulation doesn't reflect it. To make the simulation reflect the upgrade, use a variant.
• The customer sees the price up front. Reonic shows each option's price next to the checkbox, so there are no surprises at signing.
• 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. There's no visual distinction once signed — to the customer's PDF reader, the selected option is just another line.
• The Optional components section is editable only on a draft offer. If the section looks greyed out, the offer is likely finalised or signed. Reopen as a draft or fork to a new variant to edit.
• 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 doesn't show an empty Options block. That keeps a clean offer surface for customers who don't have upsell options.
• Per-component prices roll up to the package. The customer sees the package price (the sum of components), not the individual component prices. To show line-item detail, list each component in its own one-item package.
• A package can hold a single component. A one-item package is fully supported, and it's often the cleanest presentation: the package name carries the marketing label, and the single component carries the price.
• Optional components work on any offer. They surface whenever they're present, regardless of whether 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 version 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.
• Options are fixed at send and at signature. Sending the offer for signature fixes the option set on that request; signing then fixes which ones the customer selected into the signed version. To change the options afterward, withdraw the pending request (allowed while it's still pending) and re-send, or fork to a new variant.

Note: Each signature link carries its own option set as it stood when you sent it. Once an offer is won, withdraw any leftover pending signature links so the option selection stays settled. See Send the offer for signature for how to manage pending links.

Related

• Plan additional components — non-optional items that always count in the total.
• Plan multiple variants on one offer — when the choice affects the install scope or simulation.
• Send the offer for signature — how the customer sees the options on the signature page.
• Sign on behalf of the customer — capture a paper signature and tick the options the customer chose.
• Configure pricing and discounts — pricing surface for the whole offer.
• Create an offer — the broader offer lifecycle.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests / something missing → drop a note to 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