A private customer view
The customer can open a tokenised link to review the itemised estimate and savings information without creating an account.
Solar quote approval software
Let customers review and accept the exact solar estimate attached to their record.
ArcSolar gives the customer a private, tokenised estimate experience without requiring an account. The retailer keeps the sent, viewed and accepted state connected to the quote and customer record used by sales and operations.
Book a workflow demoA numbered estimate, the customer's decision and resulting payment state can remain on the same commercial record.
ArcSolar / Solar quote approval
A traceable decision
Keep the accepted offer connected to what the team delivers next.
Status without checking another tool
Sent, viewed and accepted states can return to the ArcSolar record where the representative manages the opportunity.
Acceptance prepares the handover
The accepted estimate establishes the configured system and commercial context operations can use when the job moves forward.
Approval path
Move from a configured quote to a recorded customer decision.
The approval experience stays connected to the guided quote rather than becoming an unrelated document checked manually later.
- 1
Complete and send the estimate
Confirm the customer, property, selected package, savings context and commercial details before sending a numbered estimate.
- 2
Customer reviews the private link
The customer sees the itemised offer and can accept it without creating a separate ArcSolar login.
- 3
Record the decision
Return the viewed, accepted and payment state to the connected record so sales and operations act on the same outcome.
Questions
What solar retailers ask about digital estimate acceptance.
Does the customer need an ArcSolar account?
No. The estimate is shared through a private tokenised link, so the customer can review and accept without creating an account or password.
Can the customer see internal margin information?
No. The customer-facing estimate presents the itemised offer and savings context without exposing the retailer's internal margin data.
Can a deposit follow acceptance?
Yes. Where configured, the accepted estimate can continue into customer deposit collection through Stripe-supported Australian payment rails.
Evidence and review
Product scope reviewed 2026-09-01.
This page is mapped to 3 maintained ArcSolar capability records. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
Related workflows
Continue through the connected record.
See it with your workflow