What information do I need to provide for setting up Instant Quote?
Setup is simple. We use default settings and apply a few customizations. All we need from you is your pricing and system information.
To set up your Instant Quote, we need to confirm a few key details about your company, equipment options, and pricing. Providing this information early helps us ensure your configuration is accurate and speeds up your launch.
Why This Information Matters
Instant Quote is customized for your business. The more complete the information you provide, the more accurate your pricing, recommendations, and customer experience will be. This also ensures your quote results align with how your team sells equipment in the field.
What We Need From You
Company Details
We’ll grab your logo, brand colors and brand messaging from your website. If you'd like any additional customizations, just let us know.
Service Area
Instant Quote uses zip codes for your service area. We will use a general radius or your provided list. These boundaries ensure that only homeowners within your area can submit a quote request and see pricing.
Equipment & Pricing Options
We’ll provide a template for you to confirm which brands and series you sell, along with preferred lineups for Good, Better, Best and Fantastic tiers.
Rebates
If you participate in local or utility rebate programs, let us know. We support federal tax credits, IRA rebates, utility programs, and municipal incentives. Sharing links to your local rebate pages helps us confirm accuracy.
Financing
If you offer financing, share your APRs, terms, or a link to your pre-qualification form. We’ll display monthly payment estimates and include your pre-qualification link.
What Happens After You Submit Everything
Once we receive your information, our team configures your Instant Quote, loads pricing, verifies rebates, and prepares your preview link. We’ll send for your review and make updates based on your feedback. After approval, you’ll receive your live link and support for adding it to your website.
If you have questions along the way or need help gathering any of the information, our team is here to assist.