Quick PV planning without 3D module placement

Quick planning is the shortcut alongside 2D and 3D planning. It skips both the 3D editor and the yield calculation: the offer carries the package, components, and prices, but the planning view stays empty and no yield or economics simulation runs. It is the right choice for a fast price-only quote or a counter-offer before committing to a full design. For yield numbers or the exact on-roof module layout, switch to 2D or 3D planning.

Note: Quick planning is a residential planning mode. Commercial offers use their own planning flow and do not have this skip-planning shortcut.

Who this is for

• Anyone who plans and sends offers such as account managers, sales, and admins. Anyone with offer-editing rights can use quick planning.
• The typical case is producing a fast indicative offer or a counter-offer before committing to a full 3D plan.

Before you start

• A residential project exists with a PV system to plan. (Quick planning is available for residential offers.)
• You know which package and/or components you want to quote, and you have the roof tilt and orientation and a rough module count (or the customer's own figure).

Run a quick plan

1. Open the project and click Start planning on the PV system.
2. Choose Quick planning as the planning mode (instead of 2D or 3D planning).
3. Click Next and either start fresh or import a planning package.
4. Add the components to the offer. Start from a planning package or add them individually: module (with a quantity), inverter, electrical work, solar cabling, and connectors.
5. Save the planning.

Because quick planning runs no yield calculation, the offer has no PV yield, self-consumption, or economics figures, and the offer PDF skips the roof-layout image (there is no 3D placement). If you need those numbers, use 2D or 3D planning instead.

Set the price and send the offer

Quick planning only produces the planning, the technical design. Pricing, checking, and sending happen in the offer itself, exactly as they do for a 3D-planned offer:

• Set the price. Pricing is not entered in the quick-planning parameters. Each component carries its own line-item price, and you can apply discounts or override the total for the whole offer. See Configure pricing and discounts for the full flow.
• Check before sending. Review the variant on the offer's Finalize step. If any planned component is outdated, replaced, or missing from the catalogue, a warning banner appears there before you request a signature.
• Send for signature. From Finalize you send the offer for signature just like any other offer. The customer receives the digital offer link and signs it normally. A quick-planned offer signs through the same flow as a 3D-planned one. See Send an offer for signature.

Things to know

• No yield or economics in quick planning. With no simulation, the Economics and yield pages have nothing to compute against. Turn the Economics page off in the offer PDF page settings for a quick-planned offer, or accept a near-empty page.
• The module count is an estimate. On-site you may find that more or fewer modules actually fit, which is what 3D planning resolves.
• Quick planning is much faster than 3D placement, which is its whole point. Use it for the first offer, then switch to 3D once the customer is committed to lock the exact count.
• Quick planning is a manual mode: you type the parameters yourself, and it is not an AI planning tool. Reonic does offer AI-assisted design tools, but they are separate features. If you want Reonic to suggest the system rather than entering it yourself, use those flows instead.

For the exact on-roof module layout, plan in the 3D editor. See Plan PV modules in the 3D editor for placement, and the building-source pages (Self-drawn, Google Solar, Drone photogrammetry, External image) for how the roof geometry is established.

Need help?

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

Last updated on August 4, 2026