PayacaPayaca
Features
Industries
Case StudiesVideosBlogUpdates
Log inBook a demo
All updates

Set Proposal type on Templates

Improvement28 October 2025·
Martha HearnMartha Hearn

When defining a Proposal template, you can now set the Proposal type (Quote or Estimate) to help streamline your sales process and reduce mistakes!

Screenshot 2025-10-28 at 13.30.44.png

← Older

Make your team's life easier by adding descriptions to your custom fields

Newer →

Custom fieldsets - improved editability

Payaca

The operating system to scale clean tech installations. Built for solar, heat pump, battery & EV charger installers.

LinkedInXYouTube
ISO/IEC 27001:2022 Certified by Insight Assurance

Features

  • All Features
  • Sales & Quoting
  • Operations & Scheduling
  • Customer Experience
  • Finance & Reporting
  • AI Agent Dave
  • Automations
  • Integrations
  • Mobile App

Industries

  • Solar Installers
  • Heat Pump Installers
  • Battery Storage
  • EV Charger Installers

Compliance

  • Compliance & Documentation
  • Grid Connections
  • Design Tools
  • Service Plans

Company

  • About
  • Careers
  • Case Studies
  • Blog
  • Product Updates
  • Videos
  • Contact

Product

  • Pricing
  • Book a demo
  • Trust & Security

Tools

  • ROI Calculator
  • Solar Yield Calculator
  • Growth Scorecard
  • DNO Application Checker

Resources

  • Help Centre
  • API Docs
  • Status
  • Changelog

Legal

  • Privacy Policy
  • Terms of Service
  • Cookie Policy

Compare

  • Compare Software
  • Payaca vs Jumptech
  • Payaca vs Generic CRMs

© 2026 Payaca Ltd. All rights reserved.

Company No. 11173058 · Bristol, UK