Save plenty of time

Tailor proposals live during consultations

Avoid separate pricing spreadsheets

Get real‑time project cost calculations

Ensure everyone uses the same pricing structure

Leverage your team’s combined experience
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Eturnity maintains a global library of major technical components (modules, inverters)

Build your own private library of components you use

Add installation services and accessories as “Other components”

New projects are always created from templates

Templates determine which components are pre‑selected

Set up your most common PV packages as templates

Customise details (e.g. meter adjustments) during planning

Customise your logo and document colours yourself at any time: Settings > section Offer > Branding

Upload your T&Cs yourself as a PDF under Custom pages. With templates in the previous design, add them to your templates under Document templates; with templates in the new design, add them in the project on the Offers page via Add page. The standard terms and conditions page is only a sample; replace it with your own. The video still shows the earlier route via Support.

Select which PDF pages belong in a particular proposal

As an administrator, you create and change document templates yourself: Settings > section Offer > Document templates. The video still shows the earlier route via Support.

Project statuses let you model your own sales and planning workflows

Define custom statuses

Assign statuses in the project list or during planning

To create a new user, please send the following information to support@eturnity.com or via chat in the Help Center in Eturnity Expert: