Energy Storage Quote
Instantly generate accurate energy storage quotes by connecting your CRM, pricing database, and proposal tools. Eliminate manual calculations and deliver professional battery system quotes while your team focuses on closing deals.
When
Customer Submits Storage Quote Request
Then
Professional Quote Delivered Automatically
4 hours per quote
Time Saved
3x faster quote delivery
ROI Impact
Solar battery storage quote automation connects your CRM, pricing database, and proposal tools to automatically generate accurate quotes when customers submit requests. The system calculates optimal battery capacity based on energy usage, applies current pricing and incentives, and delivers professional proposals in minutes instead of hours.
How This Automation Works
Customer Submits Storage Quote Request → Professional Quote Delivered Automatically
Capture Customer Request
Customer submits energy storage quote request through your website form, CRM portal, or email. The system automatically captures property details, current energy usage, utility information, and backup power requirements.
Analyze Energy Data
System retrieves historical energy consumption from utility data or customer-provided bills, calculates average daily usage, identifies peak demand periods, and determines optimal battery capacity based on backup duration preferences.
Calculate Pricing and Incentives
Automated pricing engine pulls current battery costs, installation rates, and equipment prices from your database. System identifies applicable federal tax credits, state rebates, utility programs, and local incentives based on customer location.
Generate ROI Projections
System calculates projected energy savings, demand charge reductions, backup power value, and utility rate escalation impacts. Determines payback period and lifetime savings for both cash and financed purchase scenarios.
Create Professional Proposal
Automation assembles all data into your branded quote template, including system specifications, pricing breakdown, incentive details, financing options, installation timeline, and technical appendices. Ensures consistent formatting and completeness.
Deliver and Track Quote
Completed proposal is automatically emailed to customer with personalized message. System updates CRM with quote status, schedules follow-up tasks for sales team, and begins tracking customer engagement with the proposal document.
How It Works
Transform your solar energy storage quoting process with intelligent automation that connects your customer data, battery specifications, pricing matrices, and proposal generation tools. When a customer requests an energy storage quote, the system automatically pulls their energy consumption data, calculates optimal battery capacity, applies current pricing and incentives, and generates a comprehensive proposal with ROI projections. This eliminates hours of manual data entry, reduces pricing errors, and ensures consistent quote formatting across your sales team. Perfect for solar installers, energy consultants, and storage system integrators who need to respond quickly to quote requests while maintaining accuracy and professionalism.
The Trigger
When a potential customer fills out an energy storage quote form on your website, submits a request through your CRM, or inquires via email, the automation instantly captures all relevant information including property details, energy usage patterns, and backup power requirements to begin the quoting process.
The Action
The system generates a detailed energy storage proposal including battery system specifications, installation costs, available incentives, financing options, and projected savings. The quote is automatically formatted, branded with your company materials, and delivered to the customer via email while simultaneously updating your CRM and notifying your sales team.
Common Use Cases in Solar
- Residential solar installers generating energy storage add-on quotes for existing solar customers requesting battery backup capabilities
- Commercial energy consultants preparing large-scale battery storage proposals for businesses seeking demand charge reduction and grid independence
- Solar sales teams responding to inbound leads from website quote forms with immediate, accurate storage system proposals
- Energy storage distributors providing instant quotes to contractor networks based on project specifications and customer requirements
- Utility program administrators processing energy storage incentive applications with automated eligibility verification and quote generation
- Home improvement companies offering solar-plus-storage packages with automated pricing for bundled renewable energy systems
- Property developers quoting energy storage systems for new construction projects with integrated renewable energy requirements
- Energy auditors generating storage recommendations with financial analysis as part of comprehensive home energy assessments
Results You Can Expect
Accelerated Response Time
Respond to energy storage quote requests in minutes instead of hours or days. Automated systems generate accurate proposals while your competitors are still gathering data, giving you a significant advantage in competitive bid situations.
Eliminate Calculation Errors
Remove manual calculation mistakes that lead to underpriced quotes or customer disputes. Automated systems apply consistent pricing logic, correctly calculate incentives, and ensure all technical specifications match battery capabilities.
Increased Quote Volume
Handle significantly more quote requests without adding staff. Sales teams can focus on customer relationships and closing deals while the system manages the time-consuming quote preparation process.
Consistent Professional Presentation
Every quote follows your exact formatting standards with complete information and professional presentation. Eliminate inconsistencies between sales team members and ensure customers receive polished, comprehensive proposals every time.
Enhanced Proposal Intelligence
Automated systems include detailed ROI analysis, financing comparisons, and incentive optimization that help customers understand value. Better-informed customers make faster decisions and are more likely to move forward with purchase.
Real-Time Pricing Accuracy
Quotes always reflect current battery costs, incentive programs, and utility rates. System updates automatically as prices and programs change, eliminating the risk of honoring outdated pricing or missing newly available incentives.
Frequently Asked Questions About This Automation
The system analyzes the customer's historical energy consumption data, peak usage patterns, and backup power requirements to recommend optimal battery capacity. It factors in daily energy usage, desired backup duration, and solar production data to ensure the quoted system meets their specific needs while maximizing ROI.
Set Up Intelligent Storage Quoting in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
Related Automations
View all solar automationsInstantly Generate Accurate Shade Analysis Quotes for Solar Installations
Automatically create detailed shade analysis quotes by connecting site assessment data with pricing systems. Eliminate manual calculations and deliver professional quotes in minutes instead of hours.
Automate Solar Satellite Design Quotes in Minutes, Not Days
Automatically generate accurate satellite design quotes for solar installations using aerial imagery and site data. Eliminate manual calculations, reduce quote turnaround time, and close more deals with instant remote assessments.
Automate Solar + EV Charger Bundle Quotes Instantly
Generate accurate solar panel and EV charger bundle quotes in seconds. Automatically calculate pricing, incentives, and savings while reducing quote turnaround time by 75%.
Generate Professional Shade Analysis Reports Instantly from Your Site Assessment Data
Automatically create comprehensive shade analysis reports from site survey data, complete with visual overlays, loss calculations, and production estimates. Deliver professional documentation to clients within minutes of completing your assessment.