Y2 Solar — Quote a Project

Customer

Find in Y2 CRM — name or phone

Customer name Mobile

Email Locality / area

Installation address (as per bill)

CA no. GSTIN (if any)

Electricity provider Connection Phase

Quote date Valid till

Plant

Structure

Balance of system

Add-ons

Commercials

Consumer type State

Manual discount — 0% Billing basis

Payment terms

Standard Customise

Booking (%) Before supply of materials (%)

After installation (%) After net metering (%)

Service & AMC

Technical AMC (years) Cleaning AMC (years)

Included free of charge for the years shown. Set either to 0 to leave it off the quote.

Benefits & ROI

Units/kW/day Tariff (₹/unit) GBI (₹/unit)

Quote & PDF

Preview shows the customer's copy without saving anything. Creating stores the quote in Y2 - Quotes Builder and files the PDF in the WorkDrive quotes folder. Pick the customer from Y2 CRM above first.