In this tutorial we'll cover the fastest way to create sales proposals with Lyra. These documents require less information than is required for permit packages and users can add that information at anytime but this tutorial will cover the bare minimum information required for generating sales proposals.
How to create a Sales Proposal-Ready Design
Begin by Creating a Project
Specify roof faces with one of the two methods:
Specify Site Equipment
The only required site equipment is the street location
Place modules across two steps:
Note: as more information is added and steps completed the document(s) will become more detailed.
Generating Sales Proposal Documents
After completing the Layout Design step look to the Available Documents button that has appeared in the upper banner and click to open it.
This will open a dropdown menu showing what documents can be produced. Both the System Datasheet and Concept Design can be used as sales documents.
Note: other documents will become available later as the design is completed.
Comparing the System Datasheet and Concept Design
While both documents are free to generate and can be used as sales proposals, there are differences between the two. The System Datasheet is more customer facing and the Concept Design is more technical. This difference is also reflected in their formatting. The System Datasheet is 8.5"x11" whereas the Concept Design is 11"x17".
To generate either select the Gear symbol to the right. Specify what will be included and Option Preferences, then click Download.
System Datasheet Options
Include Company Logo
Include Bill of Materials
include Equipment Identification
Annual Production Estimate
Customer Phone Number
Fillable fields - These are intended for inputting custom data like system cost, energy consumption offset, installation timeline, and whatever the sales team finds relevant.
Company Sales Pitch Heading
Company Sales Pitch
Concept Design Options
Include Company Logo
Project Reference ID
Include Empty Fields
Include Customer Approval Box
Annual Production (kwh)