Configure the Offer Template (Angebot)

Set the default look of every offer your team sends: cover page, company introduction, page order, designs, footer, legal texts, and which sections show or hide.

The offer template (Angebot) is the centrally-configured default for every PDF your team sends. You configure it once in Settings > Planning and Offer, and every new offer starts from that template. Reps can override most defaults on a single offer, but the central template is what they start from.

Before You Start

The offer-template and cover-letter (Angebot / Anschreiben, the offer document and its cover letter) settings live under Settings > Planning and Offer. Editing these central-template settings is an administrator-level task; if you can't reach them, ask whoever holds the Admin role in your workspace.
Have your branding assets ready: a transparent-PNG logo, brand colours (hex), and any custom font files. The Branding section drives your logo and colours.
Decide whether you need separate Residential and Commercial offer setups. Both share the same configuration surface; commercial carries fewer page types.
To control the offer template per country (DE vs FR vs others), set the differences per workspace. Confirm whether your organisation runs multiple workspaces or one workspace with mixed countries, since template differences are set per workspace, not per country within a workspace.
Set your workspace locale before you go live. The PDF's built-in text (cover boilerplate, terms, cancellation form, signature page, contact banner) prints in the workspace language, the language your customers see, not whatever UI language an individual rep happens to be using. Get the workspace locale right and every rep's offers print consistently.

Open the Offer Settings

Open Settings > Planning and Offer.
Work through three pages: Offer, Pages and Design, and Legal.
Each page splits into a Residential (private) and Commercial (business) tab. Switch tabs at the top; commercial carries fewer page types but the same surface for the rest.

Pro tip: Walk through all three pages end-to-end once, then generate a single test offer and click through the PDF before going live. The first one catches misconfigurations cheaply (wrong cover image, missing legal text, page order off) without any customer involvement.

Offer Page: Defaults That Drive Every Offer

Cover-Letter / Customer Salutation Template

The customer salutation is a free-form text block that appears as a cover letter on one of the first PDF pages. Reps can adjust it per offer, add to it, or include negotiated agreements.

Insert variables that fill in automatically when the offer is sent. Click the variable chips above the text field to insert them. Insert variables using the chips rather than typing the placeholder text yourself, so they fill in correctly:

{customerFullName} prints the customer's full name from the project.
{userFullName} prints the assigned account manager's name (the rep on the offer).
{companyName} prints your company's name (from your Branding settings).

Per-rep customisation is allowed inside the offer's edit view; the central template sets the default starting text. The free text you type (cover title, salutation, testimonial, customer comment) prints exactly as written. Only the PDF's built-in boilerplate follows the workspace locale.

Offer Numbers

Configure how new offers are numbered:

Current number (read-only). The system shows the last offer number used; you can't set an absolute starting value here.
Increment is how much the number steps up for each new offer. This is the only number field you can change: set the increment (e.g. 1) and the field previews the next number as current → current + increment. Use it to control the step size, not to jump to a specific value.
Prefix, e.g. OF- for "Offer", or a year code (2026-).
Variant number is a separate sequence for offer variants of the same project. Variants are numbered independently of the master offer.

The counter auto-increments per new document. The format applies workspace-wide; there's no per-offer override of the number format.

Price Display

Choose the default for the customer view of pricing:

Individual prices show line-item pricing per component.
Package prices show pricing at the package level (PV package, battery package).
Total price shows only the grand total.

This is the default behaviour; the per-offer override is on the offer page itself.

Note: Discounts print as a separate line, not buried in the price. The per-component price column on the Components Overview page shows the list price per component, the unrebated planned price. Any global rebate surfaces separately on the dedicated rebate rows below the component list, so the customer sees clean list prices on the components and the discount called out on its own line, rather than a discount folded into each line price.

Activate Local Mode (Vor-Ort-Modus)

Local mode blanks prices on your own screen only. It's useful when a customer might glance at your laptop or tablet during an in-person visit and you don't want figures on display. The customer's offer and PDF stay exactly as configured; this is purely a privacy toggle for the rep's own browser.

A few things to know about how it works:

It's a per-browser setting, stored in that browser. Toggling it on affects every offer you open in that browser, not a single offer.
It stays in the browser, so it doesn't follow you to another device or sync to a colleague's screen.
You toggle it from the top bar of the Portal.

Pro tip: Flip local mode on before an on-site visit so prices stay off your screen, then flip it back off at the desk. It's tied to that browser, so switch laptops and you'll set it again.

Validity of Digital Offers (Gültigkeitsdauer)

When a rep sends an offer digitally via link, the link carries a validity period (e.g. 14, 30, or 60 days). After the period ends, the link closes. Set a workspace-wide default validity here, and override it per offer on the offer-edit page.

A cover toggle controls whether the validity date prints on the cover; that toggle lives in the cover-page customisation, not here.

Set the Default Einspeisetarif and Prämien for Every New Offer

Workspace-wide Einspeisetarif (feed-in tariff) defaults live in Settings > Simulation > Electricity and gas prices (German label Strom- und Gaspreise). This is the same form that holds default electricity price, electricity-price-increase, base price, and oil/gas reference prices. Fill the default Einspeisevergütung there, and new offers pre-fill the variant's Feed-in tariff field on the variant's Solar parameters from that value.

Prämien / Einspeise-Sonderprämien (premiums / special feed-in premiums, e.g. full-feed-in rate, post-EEG rate) follow the same pattern. When a field is left blank, the offer falls back to a country default for your market. The per-offer override on the variant's Solar parameters always wins over both the workspace default and the country fallback.

Pages and Design: Page Order, Visibility, Designs

This is the largest area of the settings. Every section that can appear on an offer PDF lives here, split for Residential and Commercial, each with its own distinct section set. The list of sections you can toggle reflects what your workspace has enabled, so sections tied to a specific feature (heat-pump, financing, country-specific) appear once that feature is active for your workspace.

Reorder and Toggle Pages

Each section has a three-bar grip on the left. Drag it up or down to reorder. Sections appear in the PDF in the order you set here.
Each section has an on/off toggle. Turn the section off to keep it out of the PDF (e.g. switch off Reonic's default cover page when you use your own).

Common changes installers make:

Disable Reonic's cover page when they embed a custom PDF cover they prefer.
Disable the company-introduction page for customers who already know the company.
Move Testimonial earlier (before Pricing) for trust-building.
Disable the Components Overview section to keep the bill of materials out of the customer's view (rare, but possible for specific markets).

Cover Page

The cover page has multiple visual variants (designs). Pick one in the cover section:

Image top puts the image at top, text below.
Full image is a full-bleed image with overlaid text.
Image with circles is an image with circular accents.
Image with polygons is an image with polygon accents.
Gradient applies a gradient overlay.
Plain is text-only, no image.

For the cover, configure:

Document title (e.g. "Your Offer", "Your Proposal", "Ihr Kostenvoranschlag"). The title is editable.
Document subtitle is the line under the title.
Show customer number prints the customer's number on the cover.
Show offer number prints the offer number.
Show logo shows your company logo on the cover.
Show expiry date prints the expiry date on the cover.
Custom cover image uploads your own background image.

The chosen cover variant determines where the customer-data and company-data blocks sit on the page and how tightly they wrap around the image. To shift those blocks visually, switch to a different variant (Image top puts the address blocks below the image; Full image overlays them on the photo). To hide individual fields, use the Show... toggles above. For cover positioning beyond what the variants give you, contact your Reonic account manager; that's a template-level change.

Cover Image Specifics

Format: JPEG or PNG. Transparent PNG works; the cover variant determines how the image renders (full-bleed vs framed).
Size: higher resolution wins. Aim for at least 1500 px on the long edge. The cover renders at full PDF page width, so a high-res upload prints crisp.
Multi-workspace cover images: each workspace has its own cover image set. Configure per workspace.

If the cover image doesn't show up in the PDF, work through these checks:

Confirm the image uploaded successfully. The modal shows "Images are being uploaded, please hold on for a moment..."; wait for it to finish.
Check the cover-page variant. Plain is text-only and shows no image.
Check that Show logo and the image upload aren't conflicting.
Confirm the cover page is toggled on.
Regenerate the PDF after saving.

Cover-Page Title

To change the title from the default "Your Offer" to something like "Ihr Kostenvoranschlag":

Open Settings > Planning and Offer > Pages and Design > Cover.
Edit the Document title field.
Save.

The title applies to every new offer. To change it for a single offer, the rep uses the Customise pages button on the offer's Finalize > Preview view.

Company Logo on Offers

The logo on the cover (and on most other pages) comes from your Branding settings, set under Settings > Company settings > Branding (logo upload).

If your logo or company description doesn't show in the final PDF, work through these checks:

Confirm the logo is uploaded under Settings > Company settings > Branding.
Confirm Show logo is on in the cover section.
Confirm the cover variant supports logo display (most do; Plain doesn't).
Open the customise-pages dialog on the offer and confirm the per-offer settings keep Show logo on.

The cover variant sets the logo's position and relative size. Pick the variant that gives you the look you want, or contact your Reonic account manager for a different layout.

Company Introduction Page

Configure:

Headline is the section title.
Slogan is the tagline.
Introduction text is the body text describing your company.
Two images render two images (e.g. office shot + team shot).

Testimonial

Configure:

Headline is the title of the testimonial page.
Main text is the headline quote.
Secondary text is the attribution or context.
Testimonial image is the main image.
Image list + image-text pairs add supporting visuals with captions.

Economics Page

The economics page configures (per-offer override is possible):

Break-even display limit is the maximum year the breakeven page plots to. If breakeven happens at year 8 but you want to show up to year 15, set the limit to 15.
Show estimated investment cost surfaces the upfront investment estimate.

Signature Page

Configure the heat-pump legal condition toggle to print a heat-pump-specific legal disclaimer near the signature block (relevant when the offer includes a heat pump).

The signature page is always present. Its content (signature block, attestation line) is fixed; the legal-condition toggle is the exposed control.

Components Overview (Bill of Materials / Stückliste)

The Components Overview page is where the bill of materials lives. Configure:

Section toggle controls whether the bill of materials appears at all, at the workspace level.
Show estimated investment cost surfaces the investment-cost figure.
Show article numbers toggles the article-number column on or off. Turn it on for B2B / technical customers who want full traceability; turn it off for B2C customers.

The per-component price column shows the list price per component. Any global rebate surfaces separately on the dedicated rebate rows below the component list, so the customer sees clean list prices on the components and the discount called out on its own line.

The bill of materials appears once per offer in the Components Overview section. Subtotals and totals are configured on the Pricing section, not here.

Embed Your Own Documents (cover-letter, addenda, datasheets)

Insert your own PDFs at any position in the offer in two ways.

Global Embed (every new offer)

Under Settings > Planning and Offer > Pages and Design, find Embed document.
Upload the PDF and name it under Embedded documents.
In Pages and Design, add the document into the page-order list at the position you want.
Control header and footer separately per embedded document. This matters when the document sits in the middle of the offer and the Reonic page numbers should continue without a break.

Per-Offer Embed

Open the offer in Finalize > Preview.
Click Customise pages.
In the customisation modal, add a per-offer embedded document. This requires the relevant permission.

Use the per-offer path for one-off agreements with individual customers (e.g. a specific addendum that doesn't fit every offer).

Configure:

Layout: two-line or four-line.
Alignment: left, centred, right, or evenly distributed.
Content: company info, address, contact details, VAT number, page numbers.

The footer applies workspace-wide; there's no per-offer footer override. Page numbers in the footer are always on; the page-number element is fixed and stays visible.

Page-Number Behaviour

Page numbers sit in the footer and number the offer sequentially. When an embedded document is inserted mid-offer, the per-document header/footer controls decide whether numbering continues across the embed or skips it.

Variants per Page Type

Many page types (cover, company intro, testimonial, economics) have multiple visual variants. Pick the variant per section in Pages and Design. The variants render differently in the PDF; the data displayed is the same.

Activate a Table of Contents

A table of contents is off by default. To turn one on, look for a Table of Contents section in Pages and Design. If you don't see it, contact your Reonic account manager.

Section Variants per Page (Mieterstrom and other special-case offers)

The page settings apply across Residential and Commercial templates. Specific offer types like Mieterstrom (tenant electricity) and Stromabnahmevertrag (power purchase agreement) use a fixed page set, so some page customisations are reserved for the template level. If pages you'd expect to see aren't editable for one of these offer types, that's the template-level setup for that offer type. Contact your Reonic account manager to adjust those pages.

For Mieterstrom and similarly-structured offer types, you can still tune everything outside the fixed page set: your logo, colours, and fonts (set under Settings > Company settings > Branding, applied to every PDF), the cover-letter / customer-salutation text (the per-rep editable text block), legal templates (AGB, right of withdrawal, withdrawal form), the footer, and the company-introduction page. The Mieterstrom-specific pages themselves follow a fixed layout. For a deeper layout change on the Mieterstrom cover or pricing pages, contact your Reonic account manager.

Legal Page: Terms and Conditions Templates

Three chapters carry text templates that print into the offer PDF:

Terms and conditions (AGB) are your service terms.
Right of withdrawal (Widerrufsbelehrung) is required for B2C in many countries.
Withdrawal form (Widerrufsformular) is the standard form attached to the AGB.

Create a Legal Template

Open Settings > Planning and Offer > Legal and the relevant chapter.
Click New to create a template.
Name the template and set the body text.
Activate the template.

You can keep multiple active templates per chapter (e.g. different AGB versions per country or per product line). The rep picks which template applies per offer.

The picker lives on the offer itself: open the offer, go to Finalize > Customise pages > Legal. For each chapter (AGB, right of withdrawal, withdrawal form) a dropdown lists every active template you've created under Settings > Planning and Offer > Legal; the rep selects the right one and saves. The same picker pattern applies to the cover-letter / customer salutation: the rep can pick the default template from the central settings or paste in an alternative for that one offer. Activate a template in Settings to make it appear in the dropdown.

Variables in Legal Texts

Variable chips (placeholders like {customerFullName}, {companyName}) are not available inside legal-text templates. The legal-text editor supports only headlines and links, with no variable insertion. Variable chips work only in the cover-letter / customer-salutation (Anschreiben) text block.

Reuse Private Legal Texts in Commercial Offers

When you create a Commercial-tab template, pick an existing private template as the base and customise from there. Same template, different categorisation.

Digital Signature Contract Terms

For offers signed digitally, store contract terms for the digital signature process in the legal section. Reference the terms via link (a URL the customer clicks from the signed PDF) or print them in full.

Branding: Logo, Colours, Fonts

Branding (logo, brand colours, locale, custom CSS) lives on a separate Settings page and applies workspace-wide: to the offer PDF cover and headers, the customer portal, outbound emails, and the Residential / Commercial landing pages. The offer template inherits whatever you set there.

Note: See the Company details guide for full details on logo, colours, locale, custom CSS, multi-language / multi-workspace patterns, and cooperation-partner branding. Per-country PDF defaults and DE-vs-EN PDF generation patterns are covered there under Locale, currency, and country defaults.

Beyond the central offer template (Angebot) configured above, the same Settings > Planning and Offer area exposes two more template types under the Planning templates page. These are not PDF-template settings. Despite the "Offer templates" name, they bundle planning packages and parts lists, not offer-PDF layout. They sit alongside the central offer-PDF template and address different needs.

Offer Templates: Multiple Packages in One Step

With offer templates, combine multiple planning packages (e.g. a PV solar package and a battery package) into one importable bundle. One click loads both packages into the planning, useful when you almost always offer PV and battery together.

Create an Offer Template

Open Settings > Planning and Offer > Planning templates and switch to the Offer templates tab.
Click New, set a name, and choose Residential or Commercial.
Choose the packages to combine (e.g. a solar package and battery package from the same manufacturer). Add wallbox or heat-pump packages freely.

Import an Offer Template

In the planning sidebar, find Import offer template. Choose the template; all included packages load simultaneously.

Pro tip: Build offer templates for your top three system configurations (PV-only, PV+battery, PV+battery+heat-pump). A single click then beats clicking through three separate packages.

Planning Templates: Additive Add-Ons

Planning templates are additive to the existing planning. They fit small, recurring add-on parts lists:

Meter cabinet replacement (meter cabinet + labour).
Second heating circuit for the heat pump.
Special services that aren't always included, but when they are, they always look the same.

Create a Planning Template

On the Planning templates tab, click New, set a name and description.
By default, a template applies to all targets. Uncheck this to limit it to an area (heat pump only, heating only, or optional components only).
Add the desired components, usually a few targeted line items.

Apply a Planning Template

In the planning, next to the Add button, find Add via template. Choose the template; components are added to the existing parts list.

Per-Offer Override (test and override the central template on one offer)

A rep with the offer-edit permission and at least the Editor role can customise pages on a single offer locally, while the central template stays unchanged.

Open Per-Offer Customisation

Open the offer in the Portal.
Go to Finalize > Preview.
Click Customise pages. Three status badges may sit next to the label:
- Red exclamation means "There are errors in this form."
- Amber clock means "This offer does not use the latest page settings." (your central template has updated since the offer was created)
- Blue user-pen means "This offer uses customised page settings." (this offer has diverged from the central template)
The first time you click Customise on an offer using the global template, a confirmation dialog appears: "Use customised page settings for this offer? This offer currently uses the page settings stored globally in the settings. Are you sure you want to use customised page settings for this offer?" Click Yes to proceed.
The page-settings modal opens with the same fields as the central template, scoped to this offer only.
Edit any of the per-offer values (page layout, cover, testimonial, company intro, economics, signature, components overview).
Click Save.

What "Customised" Means

The offer's page settings start as a snapshot of the central template.
As soon as you save a customisation, the offer is decoupled from the central template.
When the central template is later updated, your customised offer keeps its custom values. The amber clock badge tells you the global has moved on.

Update an Offer to Match the Latest Central Template

To pull a changed central template into a single offer:

If the offer hasn't been customised, an Update page settings button appears. Click it to pull in the latest global template.
If the offer has been customised, the same button reads Reset to global settings. Clicking it pulls in the latest global template and replaces your custom overrides. Confirmation: "Really reset to global page settings? Changes to the page settings that were only made for this offer will be lost and replaced by the global settings."

Push Changes to Already-Created Offers

Editing the central template applies to new offers going forward. Already-created offers keep the snapshot they were created from until you update them:

Unsigned offers on the global template show the Update page settings button after the change. The user clicks it per-offer to apply the update.
Customised offers keep their custom values; Reset to global brings them back and replaces the customisations.
Signed offers keep their PDF frozen at signature time. The PDF in the customer's email stays as signed.

Test the Central Template with a Real Offer

Save your central-template changes.
Create a test offer on a dummy project.
Open the offer, go to Finalize > Preview, and click into the customise-pages modal to verify the defaults.
Close the modal, or click Discard changes if you accidentally edited a field.
Generate the offer PDF and review it.

This is the cheapest way to see the central template's output without sending anything to a real customer.

To revert edits you started in the customise modal, click Discard changes. The dialog reads "Really discard changes? Do you really want to discard the changes you have just made in the page settings and return to the last saved state?" Confirm.

Run a Parallel Template Setup

Templates are workspace-wide and singular, so a second configuration runs through one of these paths:

Per-offer override: clone an offer and customise its pages to the new layout. Use it as a one-off.
Multi-workspace: set up a second workspace with the alternative configuration.
Advanced template duplication: for setups beyond the two paths above, contact your Reonic account manager about duplicating a template.

Things to Know

Most template configuration is yours to control in Settings > Planning and Offer. If you need a change the Settings UI doesn't expose, contact your Reonic account manager.
Image upload status. While saving an image, the modal shows "Images are being uploaded, please hold on for a moment..." Keep the modal open until the save completes, so the image attaches cleanly.
Empty pages in the PDF. A section toggled ON with no content (e.g. Testimonial enabled but no testimonial text and no image) renders the header plus an empty body, which prints as a near-blank page. Fill in the section's content, or toggle the section OFF.
Post-signature changes stay out of the signed PDF. Once an offer is signed, its PDF is frozen. Page-setting changes after signature apply to future preview renders, not the already-signed copy.
The signed PDF a customer received by email stays fixed at the figures shown when they signed. Changing your workspace's default electricity tariff later flows into new offers going forward; it doesn't rewrite a PDF a customer has already signed.
Annual-energy-cost figures show a long-term average, not year-one. The annual-energy-costs page renders the yearly average across the full simulation horizon (default 20 years) with tariff escalation applied, so the figure sits above the customer's current bill. When a customer asks "why is this so high vs my current invoice?", the answer is the long-term-average framing, not a calculation error.
PDF boilerplate prints in the workspace language, not the rep's UI language. The standard text on every shared offer PDF (cover boilerplate, cover title / subtitle, datasheets, the cancellation form and policy, terms and conditions, the signature-with-contacts page, the contact banner, and the heat-pump legal condition) is generated from your workspace's locale, the same locale your customers see. If your Portal is set to English but your workspace serves German customers, the PDF boilerplate prints in German. To change the PDF language, change the workspace locale (in Branding / Company details), not the rep's personal account language. Free-text content you type (cover title, testimonial, customer comment) prints exactly as written.
Multi-language. Locale drives outbound document language. Free-text template content you author needs to be set per language for full per-language coverage.
Custom CSS. Branding supports a defined set of styling options. Complex animations and externally-loaded fonts may not render, so use uploaded font files and standard styling for reliable output.
Cooperation-partner branding is a runtime overlay on the customer-facing portal. If a customer reaches the offer via a cooperation link, the partner's logo and colours override yours in the portal view; the PDF email attachment uses your branding.
Customer-portal branding. White-labeling covers your logo, brand styling, and email-template overrides.
Issuing-details company name is separate. The legal-name string on invoices and credit notes lives in Settings > Company settings > Invoicing > Issuing details, not here. Change it there for invoice surfaces; the offer cover uses the workspace name and company name from your Branding settings.
VAT display preferences for the offer PDF are configured on the offer / pricing settings (not in the offer-template area). For commercial offers, VAT is typically shown line-by-line; for residential, the display is net + total with VAT broken out. Contact your account manager to adjust your workspace's defaults. The defaults follow your workspace's locale + country settings: for DE B2C, VAT shows as part of total; for DE B2B, line-item VAT is the default.
Show or hide subtotals, discounts, prices. Subtotals live on the Pricing section, discounts on the discount-template settings, prices on the price-display setting above. These three controls give you full granular control over what financial detail prints.
Page numbers, footers, and offer numbering are workspace-level. Each new offer auto-gets the next sequential number from your workspace's offer-number prefix and counter, configured in the Offer numbers section described above under the Offer page.
Validity period (Gültigkeitsdauer) has a workspace-wide default set on the Offer page, with a per-offer override on the offer-edit page. The cover toggle here controls whether the date shows on the PDF.
Default main contact (Hauptkontakt) on the cover comes from the user who created the offer: their profile contact details (name, email, phone). To change the displayed phone, that user updates their own profile details; if you need to change the contact for an offer someone else created, ask your Reonic account manager.

Need help?

Step-by-step questions about the offer template → contact your Reonic account manager.
Feature requests / something missing in the template (e.g. table of contents, per-language toggle, advanced cover variants) → drop a note to your account manager.
Bug reports (wrong image rendering, missing colours, broken layout) → include a screenshot of the PDF, the offer URL, and what you expected versus what you see.

Last updated on August 4, 2026

Configure the Offer Template (Angebot)

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