##### Creating and editing Leads and Quotes, Quote Report, Reporting on Leads and Sales

Added in Version 0.39 Overview Change Panels in the Designer

Added in Version 0.38 Overview Add a Battery System in the Quote Designer Add an EV Charger in the Quote Designer

Added in Version 0.37 Overview Split/Group Panels in the Designer  
NOTE: If the Panel Array is modified (e.g., Rows or Columns change), the system will reset the Panel Array, and changes made to individual panels will be lost.

Added in Version 0.34 Overview  
NOTE: Customer Payments require a separate Stripe account to use.  
Create a New Payment  
Enter Credit Card Details (on behalf of the Customer)  
Send Payment Email  
NOTE: The system will search the Email Body for the merge field \[Payment Link\] to display the Payment URL. [Read more…](/content/solahart-kb/how-to-process-a-customer-payment/index.html)

Added in Version 0.32 Overview Add VEECS to the Quote

Added in Version 0.32 Overview Add ESCs to the Quote

Added in Version 0.31 Overview In this article we’ll describe how to add an Existing PV System to a Quote.  
Add an Existing PV System  
Open a Quote and click the PV or Battery tab (depending on the type of Quote)  
Scroll down to the Existing PV Arrays section For [Read more…](/content/solahart-kb/add-an-existing-pv-system-to-a-quote/index.html)

Added in Version 0.31 Overview In this article we’ll describe how to configure and view Quote Followup Automation on a Quote.  
Configure Quote Followup Automation  
Open the Main Menu and scroll down to CONFIGURE  
Click Quote Followup Config  
This allows you to configure followup tasks.  
Columns: Enabled: If ticked, the followup task will [Read more…](/content/solahart-kb/quote-followup-automation/index.html)

Added in Version 0.31 Overview In this article we’ll describe how to Import Interval Data to a Quote.  
Import Interval Data  
Open a Quote  
Click Interval Data on the Actions tab  
This will display the Interval Data Screen  
Click Download CSV Template and select an Interval and a Start/End Date [Read more…](/content/solahart-kb/how-to-import-interval-data/index.html)

Added in Version 0.30 Overview In this article we’ll describe how to transfer Customer Photos to a Quote or Job.  
Transfer Customer Photos to a Quote  
Open a Quote  
Click Site Analysis on the Sections tab  
Scroll down to the Meter Box and Other Photos tab  
Click Transfer Customer Photos [Read more…](/content/solahart-kb/transfer-customer-photos-to-a-quote-or-job/index.html)