Origin — Solar, Roofing & Generators
Proposals & decisions

Responding to an unanswered technical question during a proposal

A question that needs a specialist should stay open until the appropriate review is complete.

A practical approach

Write the question in the customer’s terms and identify the information required to answer it. Assign an owner and a follow-up method. Continue discussing unaffected parts of the proposal only if that is useful to the homeowner. Do not imply that a likely answer has already been approved.

Put it into practice

  1. Capture the exact question
  2. Assign a qualified reviewer
  3. Keep the status visibly pending

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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