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By Anthony Ménard, updated on October 30, 2026

Energy work simulator

✍️ 📅 Project published on 🔄 Updated on ⏱️ 4-minute read

This case study presents the creation of a website with a simulator for energy renovation work For Yollo Solutions: an online calculation tool linked to a customer area where each prospect receives their personalized quote.

In summary: Custom website using Divi, Gravity Forms and SP Document Manager: showcase section, weighted energy savings simulator, account creation without a phone number, individual quote submitted within 48 hours in the customer area with email notification, then centralized invoices and documents.

📋 Summary

  1. The client and their context: an energy renovation specialist
  2. The need: to generate qualified quote requests
  3. What we have achieved
  4. Technologies and technical choices
  5. Result
  6. FAQ — Energy renovation quote simulator

The client and their context: an energy renovation specialist

Yollo Solutions (yollo-solutions.fr) offers home energy efficiency improvement services. To develop its business, the company wanted a website that showcased its services and, above all, converted visitors into quote requests.

In this sector, internet users are often hesitant to leave their phone number for fear of being contacted. The process was therefore designed to remove this obstacle.

The need: to generate qualified quote requests

What we have achieved

We developed a custom website using Divi, with a modern and elegant design. At the heart of the project is an online calculation tool, built with Gravity Forms, which estimates the energy savings achievable through renovation work. The steps are weighted to generate a personalized quote request.

At the end of the simulation, the user creates an account without providing sensitive data such as their phone number. The account and private access are created automatically. A personalized quote is then generated within 48 hours and uploaded to their online space, managed with SP Document Manager; they receive an email notification when it is available online.

The client remains free to proceed with the service. They retain their account for the future, with their invoices and all relevant documents. This type of process falls under both the custom website creation and of the’no-code automation.

✅ Included features

✓Showcase area and presentation of services
✓Weighted-step energy savings simulator
✓Request for a quote without a phone number
✓Automatic account creation and private access
✓Personalized quote uploaded to the customer area, with email
✓Centralization of invoices and documents
Simulateur de travaux énergétiques en ligne
Étapes de la simulation de travaux
Demande de devis de travaux énergétiques
Espace client avec devis en ligne

Technologies and technical choices

BrickChoiceRole in the project
ManufacturerDivi (WordPress)Showcase and route design
SimulatorGravity FormsWeighted calculation and quote request
Customer areaSP Document ManagerSubmission of quotes, invoices and documents
AccountsAutomatic creationPrivate access without sensitive data
NotificationsE-mailQuote alert

Result

The website is now live at yollo-solutions.fr. The entire process is operational: simulation, account creation, quote submission, and notification. By excluding sensitive contact information, the form minimizes barriers to commitment. Each client's documents are centralized, preventing data loss.

💡 Why not ask for the phone?

In energy-efficient renovations, the phone number is often the field that leads to form abandonment. Since the quote is sent to the customer's online account, it is not required to process the request.

FAQ — Energy renovation quote simulator

How much does a website with a quote simulator cost?

The budget depends on the complexity of the calculations, the number of steps, the client area, and the automation. We provide a quote for this type of project after analyzing your proposal.

Can a simulator automatically create a prospect's account?

Yes. On this project, the end of the simulation triggers the creation of the account and private access where the quote is then submitted.

Can quotes and invoices be sent to a WordPress client area?

Yes. Here, SP Document Manager centralizes quotes, invoices and documents; the client is notified by email each time something is uploaded.

RGE certified installer: turn your visitors into quote requests

Anthony Menard — Iotaweb, Ploumagoar (22) · 06 34 15 00 51 · Free, no-obligation quote

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✍️
Anthony Menard
Manager of Iotaweb — a WordPress web agency in Ploumagoar, near Guingamp

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