Solar workflow depth
Can the product carry system details, proposal status, project milestones, and the delivery handoff without rebuilding the process in custom fields?
Quickest Solar CRM is our first pick for a small Cypriot installer whose first goal is faster branded proposals and accountable follow-up, provided it passes a complete Cyprus pilot. OpenSolar is the free design-first route. Pylon, EasySolar, and Solargraf offer solar design and proposal candidates, while Zoho CRM and HubSpot suit configurable sales or marketing stacks. We compare seven products against EUR and Cyprus VAT review, the current net billing and virtual net billing routes, the closed application path for the previous net metering scheme, EAC distribution applications, Greek documents, CERA licensing questions, GDPR, commissioning, handover, and service.
Direct answer
Quickest ranks first under our disclosed proposal-first adoption method because a small installer can test its focused mobile sales workflow through the free plan. QuickEstimate owns Quickest, and this is not an independent award. Quickest has no verified public proof for euros, Cyprus VAT or invoicing, Greek, EAC or CERA processes, net billing, virtual net billing, Cyprus electricity data, GDPR terms, accounting, hosting, local support, commissioning, handover, or service. OpenSolar is the stronger free design route. Pylon, EasySolar, and Solargraf deserve engineering tests. Zoho and HubSpot require specialist solar, regulatory, accounting, and field connections.
7 jobs, 7 picks
A useful shortlist starts with the sales or delivery bottleneck. Each winner below reflects a different buying priority, while the overall ranking rewards a CRM that a solar sales team can adopt quickly.
Small teams testing mobile proposals and follow-up
Free: 1 user and 10 proposals monthly. Pro: INR 6,999 per user yearly, minimum 3 users. 02Best free design-first platformOpenSolarStartups combining solar design, proposals, and project CRM
OpenSolar says its core platform is free; review connected services, integrations, implementation, and support. 03Best compact design and CRM evaluationPylonTeams testing solar and battery proposals with an optional CRM
Confirm local billing currency, project credits, optional CRM, taxes, support, and renewal. 04Best visual solar sales candidateEasySolarTeams prioritising photovoltaic design, visualisation, and proposals
Confirm billing currency, users, projects, premium features, implementation, support, and renewal. 05Best guided proposal candidateSolargrafTeams wanting solar design, proposals, and sales tools
Confirm availability, currency, users, design volume, premium data, support, implementation, and renewal. 06Best configurable general CRMZoho CRMBusinesses wanting broad pipeline and workflow configuration
Price required users, editions, add-ons, implementation, support, storage, and integrations. 07Best for acquisition-led teamsHubSpot CRMInstallers prioritising forms, email, meetings, and pipeline
Price users, contacts, hubs, onboarding, automation, support, storage, and integrations.How we evaluated
We followed one customer, consumption bill, and premises record from enquiry through site survey, design, proposal, consent, tax review, selected self-consumption route, EAC application, licensed-electrician evidence, equipment ordering, installation, meter and agreement status, commissioning, handover, and service. Proposal adoption receives the greatest weight, followed by Cyprus commercial fit, solar engineering, delivery control, and CRM depth. Official tax, regulator, electricity-authority, privacy, and EU sources establish local questions. Vendor pages establish public descriptions only. We excluded unsupported performance figures and kept vendor prices in their displayed currency.
Can the product carry system details, proposal status, project milestones, and the delivery handoff without rebuilding the process in custom fields?
Can managers route leads, track activity, automate follow-up, forecast revenue, and see why an opportunity stalled?
Can a rep move from site information to a credible customer proposal, and how much specialist solar design happens inside the platform?
Does the workflow support the language, currency, tax, communications, documents, and handoffs common in Cyprus?
What setup, migration, training, administration, and extra software does the apparent subscription require?
At-a-glance matrix
The table separates CRM depth from proposal, design, and operations coverage. Confirm plan limits and country availability in writing before signing.
Local billing check: confirm EUR pricing, tax treatment, contract currency, and payment fees in writing.
| Platform | Best for | Public price | Solar proposals | Design | Project operations | CRM depth | Free access |
|---|---|---|---|---|---|---|---|
| 1Quickest Solar CRM | Small teams testing mobile proposals and follow-up | Free plan; Pro billed in INR | Focused branded proposal workflow | Local engineering support unverified | Lead ownership and follow-up | Focused solar sales CRM | 1 user, 10 proposals monthly |
| 2OpenSolar | Startups combining solar design, proposals, and project CRM | Free core platform | Interactive and PDF proposals | Native solar and storage design | Project CRM, tasks, schedules, and files | Solar project CRM | Core platform described as free |
| 3Pylon | Teams testing solar and battery proposals with an optional CRM | Prices displayed in dollars | Web and PDF proposals | Solar and battery design | Optional solar CRM and integrations | Solar CRM option | Five Standard Project credits |
| 4EasySolar | Teams prioritising photovoltaic design, visualisation, and proposals | Request current local terms | Solar proposal and visualisation | Photovoltaic design | Sales and project functions published | Solar sales platform | Confirm trial terms |
| 5Solargraf | Teams wanting solar design, proposals, and sales tools | Request regional terms | Solar proposal workflow | Solar design tools | Sales-oriented project workflow | Solar sales platform | Request demo or trial terms |
| 6Zoho CRM | Businesses wanting broad pipeline and workflow configuration | Free and paid plans published | Configure or connect solar proposals | Specialist solar software required | Sales automation and configurable workflow | Broad general CRM | Free edition available |
| 7HubSpot CRM | Installers prioritising forms, email, meetings, and pipeline | Free CRM; paid hubs available | Configure or connect solar proposals | Specialist solar software required | Marketing, sales, and service expansion | Broad customer platform | Free CRM available |
Pricing and capability labels were checked against official sources on Sep 6, 2026. Currency conversion is intentionally omitted where a vendor does not publish a local price.
Country research
The EAC photovoltaic scheme page states that the earlier Ministry self-consumption scheme expired on 31 December 2025 and limits net metering agreements to customers who submitted a connection application by that date. The same page describes current net billing and virtual net billing routes with different scope and capacity information. A salesperson should not select a historical route from an old template. The CRM must preserve application date, scheme, capacity, consumption bill, beneficiary, storage, agreement, distribution documents, licensed electrician, installed equipment, and external status.
The Cyprus Tax Department maintains the official VAT topic and forms. Its direct page was protected by a web firewall during automated review, so this comparison does not assign a solar VAT rate from an inaccessible body. Require a Cyprus tax professional to approve the treatment for the exact equipment, installation, storage, repair, maintenance, customer, property, and transaction. Store the basis, source, reviewer, date, net value, tax, gross value, deposit, milestones, invoice data, and correction history in the project record.
Cyprus Tax Department: Value Added Tax topic ↗The EAC page describes net billing up to 8 MW for several categories of premises and own-use generation. It also describes virtual net billing for photovoltaic systems up to 150 kWp per consumption bill and beneficiary or business, with energy storage up to 500 kWp per consumption bill for stated persons and authorities. These limits and categories must be checked against the current agreement and project facts. Store the route, beneficiary, bill, capacity, storage, source version, reviewer, application, and agreement.
Electricity Authority of Cyprus: Photovoltaic systems and RES schemes ↗EAC says the Ministry scheme for renewable electricity production for own consumption expired on 31 December 2025, and that net metering agreements are offered only to customers whose photovoltaic connection application reached the distribution system operator by that date. The page identifies specified legacy categories. CRM templates must not offer net metering to a new 2026 lead. Preserve historical application date and evidence for legacy cases, and require the current net billing route for new work unless authoritative project review says otherwise.
Electricity Authority of Cyprus: Photovoltaic systems and RES schemes ↗EAC provides distribution network applications and says documents are available only in Greek. It states that any connection process with the EAC network must be under the responsibility of an electrician licensed to operate in Cyprus, who supplies required documents. The CRM should capture the licensed electrician, application type, Greek form version, attachments, submission, response, corrections, fees, inspection or investigation where applicable, meter, connection, and activation. A translated draft is not an accepted EAC application.
Electricity Authority of Cyprus: Distribution network applications ↗The GDPR requires a binding controller and processor arrangement with processing instructions, confidentiality, security, subprocessors, assistance, deletion or return, and audit information. Cyprus has an Office of the Commissioner for Personal Data Protection. Solar records can include identities, addresses, consumption bills, finance material, signatures, roof photos, and communications. Review lawful basis, notices, marketing consent, permissions, hosting, transfers, retention, deletion, incident help, rights support, and complete export before live migration.
EUR-Lex: General Data Protection Regulation ↗Full reviews
Each review explains the useful workflow, the buyer who should shortlist it, and the country-specific question that a sales demo must answer.
Quickest is first for a focused sales-adoption pilot, only if every Cyprus gate passes.
Quickest concentrates on lead capture, assignment, branded proposals, and follow-up visibility. The free allowance creates a bounded adoption test for one salesperson. QuickEstimate owns Quickest and publishes this comparison, so first place follows the disclosed proposal-first method. It is not an independent award or proof of local suitability.
Public product evidence is India-first. We found no verified Cyprus customer evidence for euro proposals, Greek and English, local tax or invoicing, grid and energy-settlement processes, privacy terms, accounting, data location, local support, installation, commissioning, handover, or service. Current net billing, virtual net billing, closed legacy net metering, EAC Greek applications, licensed-electrician responsibility, and CERA questions must remain separate tests. For the Cyprus test, create a Greek and English EUR proposal, choose the current scheme from dated facts, track EAC and licensed-electrician work, complete handover, and export every file and activity. Confirm accounting, privacy, support, renewal, and termination in writing.
Choose it if: proposal speed and follow-up are the first problems and the complete Cyprus script succeeds. Choose another platform if: verified local engineering, regulation, finance, or field operations are required immediately.
OpenSolar is the strongest free core design route, subject to a complete Cyprus operating test.
OpenSolar publishes solar and storage design, interactive and PDF proposals, project table and Kanban views, workflows, actions, schedules, documents, roles, permissions, and API access. Its free core model supports a substantial hands-on evaluation. The installer still needs to price implementation, data preparation, connected services, regulatory work, accounting, field delivery, and support around that core.
Validate local imagery, irradiation, loss inputs, equipment, consumption, storage, export or settlement logic, euros, tax presentation, Greek and English, accepted revisions, and customer documents. Determine how accounting, grid applications, installation evidence, commissioning, handover, privacy, support, and export connect. Current net billing, virtual net billing, closed legacy net metering, EAC Greek applications, licensed-electrician responsibility, and CERA questions must remain separate tests. For the Cyprus test, create a Greek and English EUR proposal, choose the current scheme from dated facts, track EAC and licensed-electrician work, complete handover, and export every file and activity. Confirm accounting, privacy, support, renewal, and termination in writing.
Choose it if: a free solar design and proposal core matters and the team can govern local integrations. Choose another platform if: the buyer needs contracted local paperwork, support, and field delivery in one platform.
Pylon offers a useful bounded design test, while Cyprus commercial and delivery fit remains unverified.
Pylon documents solar and battery design, web and PDF proposals, design history, integrations, and an optional solar CRM. Its pricing page states that new users receive five Standard Project credits and can add unlimited users. Those credits create a useful bounded test, while dollar pricing, project rules, CRM charges, and the full local operating stack need a written cost model.
Spend the five credits on distinct roof, bill, battery, and export cases. Verify engineering sources, equipment, euros, tax, Greek and English, proposal versions, accounting, grid stages, files, field work, handover, privacy, and export. Model expected monthly project-credit use and optional CRM cost. Current net billing, virtual net billing, closed legacy net metering, EAC Greek applications, licensed-electrician responsibility, and CERA questions must remain separate tests. For the Cyprus test, create a Greek and English EUR proposal, choose the current scheme from dated facts, track EAC and licensed-electrician work, complete handover, and export every file and activity. Confirm accounting, privacy, support, renewal, and termination in writing.
Choose it if: a compact solar and battery design plus CRM trial fits and project-credit costs stay predictable. Choose another platform if: mature local documents, field service, or transparent euro pricing is the first priority.
EasySolar is a design-led candidate, with every Cyprus commercial and regulatory capability still to prove.
EasySolar presents photovoltaic design, automatic project work, valuation, proposal, visualisation, and sales functions. That combination is relevant when a customer decision starts with a clear technical and economic story. We found no dedicated official product route in the market language during review, so language, local electricity data, tax, regulatory, accounting, support, and delivery fitness all remain open.
Create several local roof and consumption cases, inspect engineering sources and losses, add storage, produce the Greek and English customer document, and revise equipment after acceptance. Trace the final design into grid work, accounting, purchasing, installation, commissioning, warranty, service, and export. Current net billing, virtual net billing, closed legacy net metering, EAC Greek applications, licensed-electrician responsibility, and CERA questions must remain separate tests. For the Cyprus test, create a Greek and English EUR proposal, choose the current scheme from dated facts, track EAC and licensed-electrician work, complete handover, and export every file and activity. Confirm accounting, privacy, support, renewal, and termination in writing.
Choose it if: solar design and visual customer presentation lead the decision and localization succeeds. Choose another platform if: the business needs a broader CRM or established local operations and service workflow.
Solargraf is a credible proposal candidate if its data, availability, and full Cyprus workflow pass.
Solargraf presents solar design and proposal software with plan information on its official pricing page. It is relevant for teams that want the design and customer document closer together than a general CRM provides. Regional product access, imagery, utility and tariff data, equipment, currency, language, tax, integrations, field delivery, and support must be verified for the buyer location.
Ask for a live project using a local address, roof, bill, tariff, equipment, storage, and customer language. Verify the proposal assumptions, EUR presentation, tax, acceptance, revision history, accounting, grid, installation, commissioning, handover, support, privacy, and data export. Current net billing, virtual net billing, closed legacy net metering, EAC Greek applications, licensed-electrician responsibility, and CERA questions must remain separate tests. For the Cyprus test, create a Greek and English EUR proposal, choose the current scheme from dated facts, track EAC and licensed-electrician work, complete handover, and export every file and activity. Confirm accounting, privacy, support, renewal, and termination in writing.
Choose it if: guided solar design and proposals matter and the regional data test succeeds. Choose another platform if: a free core, deeper general CRM, or locally maintained paperwork is more important.
Zoho can support a configurable Cyprus sales and service record, with specialist solar and regulatory connections required.
Zoho CRM publishes several editions and a free route, with lead, contact, deal, workflow, reporting, and wider business-suite options. It can suit a contractor that wants one commercial record across solar, storage, electrical, charging, and service work. It remains a general CRM, so solar design, grid processes, tax, accounting, field evidence, commissioning, and handover need configuration or connected products.
Demonstrate account, site, meter, design, proposal, consent, approval, invoice, grid, installation, asset, warranty, and service records. Price the selected edition and every integration. Test duplicate handling, permissions, automation failures, audit history, retention, deletion, support, and complete export. Current net billing, virtual net billing, closed legacy net metering, EAC Greek applications, licensed-electrician responsibility, and CERA questions must remain separate tests. For the Cyprus test, create a Greek and English EUR proposal, choose the current scheme from dated facts, track EAC and licensed-electrician work, complete handover, and export every file and activity. Confirm accounting, privacy, support, renewal, and termination in writing.
Choose it if: the company wants broad configurable CRM depth across several services and can own implementation. Choose another platform if: the team wants solar calculations and local paperwork ready with minimal configuration.
HubSpot can organise acquisition and pipeline, while the Cyprus solar operating stack around it may be substantial.
HubSpot publishes contact management, lead capture, forms, email, meetings, pipeline, and broader paid marketing, sales, service, content, and data products. It can fit an installer whose first problem is consistent enquiry response and campaign attribution. Solar engineering, tax, grid, installation, accounting, commissioning, and handover require configuration or connected systems.
Configure account, site, meter, system, proposal version, consent, tax review, grid stage, installation, equipment, warranty, and service fields. Price contacts, users, hubs, onboarding, design, field tools, accounting, and integrations at expected growth. Test API errors, suppression, permissions, retention, deletion, support, and export. Current net billing, virtual net billing, closed legacy net metering, EAC Greek applications, licensed-electrician responsibility, and CERA questions must remain separate tests. For the Cyprus test, create a Greek and English EUR proposal, choose the current scheme from dated facts, track EAC and licensed-electrician work, complete handover, and export every file and activity. Confirm accounting, privacy, support, renewal, and termination in writing.
Choose it if: marketing and lead response are the first priorities and integrations can be governed. Choose another platform if: the installer needs solar calculations and local operations closer to one product.
Buyer guide
Choose by the most expensive broken handoff, then test that handoff using real opportunities, real users, and the documents your customers actually receive.
Start with proposal speed and follow-up, then test euros, Cyprus tax review, Greek output, current scheme selection, EAC and licensed-electrician evidence, installation, commissioning, handover, privacy, and export. Include a new net billing case and a valid legacy case only if the company services one.
Prioritise roof imagery, solar resource, losses, equipment, consumption, storage, self-consumption, export, and proposal clarity. Verify Cyprus data coverage. The accepted design and economic model must reach EAC, accounting, purchasing, field, meter, and handover records without retyping or hidden changes.
Model legal entities, beneficiaries, premises, bills, meters, stakeholders, capacities, storage, approvals, agreements, invoices, assets, tasks, commissioning, and service. Require permissions, margin approval, forecast history, EAC evidence, capacity checks, reporting by site, and monitored integrations.
Use forms, email, meetings, campaigns, and pipeline where acquisition is the first problem. Connect solar design, tax and accounting, scheme approval, EAC applications, installation, commissioning, handover, and service. Price contacts, hubs, users, onboarding, support, and integration failures at expected growth.
Run the same three opportunities in every shortlisted CRM: one ordinary lead, one revision-heavy project, and one deal that already failed. This removes demo theatre and exposes repeated entry, stale documents, weak mobile adoption, and missing local support.
Capture a real lead, assign it, create the proposal, schedule follow-up, record acceptance, and hand it to delivery.
Change the system, equipment, price, payment route, and installation date. Identify every stale record.
Use a duplicate, missed follow-up, rejected proposal, or delayed job and ask the CRM to show what happens next.
Create residential, commercial, battery, repair, maintenance, and mixed-scope quotes. Have a Cyprus tax professional approve each VAT decision from current official material. Change equipment and price after customer acceptance, then trace net value, tax, gross value, deposit, milestones, final invoice, credit or correction, rounding, accounting handoff, and the exact accepted version.
Capture customer and beneficiary category, premises, consumption bill, connection, application date, photovoltaic capacity, storage capacity, intended self-consumption, existing agreement, and legacy evidence. Block a new project from using the previous net metering route. Require a qualified reviewer to approve net billing, virtual net billing, or any preserved legacy path.
Store the Greek form and version, application type, customer and premises identifiers, design, single-line information, equipment, licensed electrician, attachments, fees, submission reference, returned questions, correction, acceptance, meter, connection, and activation. Prepared, translated, submitted, returned, accepted, connected, and commissioned should remain separate evidence-backed states.
Use the customer consumption bill and suitable time profile. Separate generation, direct self-consumption, import, export, billed or credited value, storage, tariffs, regulated items, taxes, degradation, and curtailment. Date every input, show conservative, expected, and high cases, explain uncertainty, and preserve the calculation attached to the signed proposal.
Generate proposals, contracts, privacy and marketing notices, tax and payment information, EAC packs, change orders, completion records, warranties, manuals, monitoring guidance, and service messages in the promised customer language. Use a fluent technical and commercial review. Test Greek characters in search, PDFs, email, file names, exports, dates, addresses, company or identity fields, and euro formatting.
Map controller and processor roles, purposes, lawful bases, notices, consent, role access, audit history, hosting, subprocessors, international transfers, security, backup treatment, retention, deletion, incidents, and data-subject assistance. Export customers, activities, designs, calculations, scheme evidence, applications, documents, images, messages, permissions, and stable identifiers during the pilot. Put export and deletion help in the contract.
The real budget
Compare the full twenty-four-month Cyprus operating stack. Include implementation, Greek and English templates, data migration, solar design, scheme and grid workflow, accounting, signatures, messages, storage, API access, field tools, training, support, renewal, and exit. Quickest publishes its paid plan in INR rather than euros. Other vendors may use dollars, offer a free core, or require a quote. Request the same itemised EUR schedule and volume assumptions from each supplier.
Free: 1 user and 10 proposals monthly. Pro: INR 6,999 per user yearly, minimum 3 users.
OpenSolar says its core platform is free; review connected services, integrations, implementation, and support.
Confirm local billing currency, project credits, optional CRM, taxes, support, and renewal.
Confirm billing currency, users, projects, premium features, implementation, support, and renewal.
Confirm whether prices include Cyprus VAT, which legal entity supplies and invoices the service, and how cross-border software tax is handled.
Count sales, design, administration, licensed-electrician coordination, installation, subcontractor, manager, finance, service, and read-only users.
Price proposals, projects, design credits, imagery, bill processing, signatures, messages, storage, API calls, automation, and support.
Assign ownership and recurring cost for EAC agreement, application, tariff, form, tax, privacy, Greek template, and equipment-data updates.
Require renewal, termination help, complete machine-readable export, files and activity history, deletion support, and integration shutdown.
Our number-one pick
Quickest offers a narrow lead, proposal, owner, and follow-up route that one person can test with ten monthly proposals on the free plan. That can reveal whether a small sales team will use a shared system. It does not establish that calculations, scheme selection, Greek documents, EAC records, or installed handover are correct for Cyprus.
The ranking weights proposal adoption most heavily. QuickEstimate owns Quickest and this page, so buyers should reproduce the test with OpenSolar and every serious alternative. Use real Cyprus premises, consumption bills, customer language, tax decisions, current scheme cases, grid files, revisions, and data exports rather than vendor sample records.
Quickest public evidence does not verify EUR, Cyprus VAT, Greek, local solar or tariff data, net billing, virtual net billing, legacy status, CERA licensing, EAC applications, licensed-electrician records, accounting, GDPR terms, hosting, local support, installation, commissioning, handover, or service. Each is an open demonstration and written-contract item.
Stop the pilot if a new lead can receive an expired net metering assumption, capacity rules are hidden, EAC status lacks external evidence, accepted values cannot reach installation, or export omits files and history. The winning stack may combine solar design, local accounting, and a configurable CRM rather than one suite.
Your next move
Start with Quickest and the specialist closest to your largest local requirement. Use the same evidence and test deals for both.
Name the bottleneck. Pick lead response, proposal speed, design, payment, install handoff, or management visibility.
Choose two tools. Compare Quickest with the strongest specialist for that bottleneck.
Run the Three-Deal Proof. Score adoption, repeated entry, revision handling, support, and full annual cost.
Research record
These sources support the market, regulatory, product, and pricing statements on this page. Product terms can change after the checked date.
Common questions
Quickest ranks first for a small team focused on mobile proposals and follow-up, conditional on a complete Cyprus pilot. QuickEstimate owns Quickest, so the ranking is disclosed and not independent. OpenSolar is the free design-first option. Pylon, EasySolar, and Solargraf are solar design candidates. Zoho and HubSpot suit configurable commercial stacks. Test euros, tax, current scheme, Greek, EAC, GDPR, delivery, and export.
We found no verified public evidence for those capabilities. Require a live demonstration of euros, Greek and English output, tax decisions approved for several scopes, net and gross values, deposits, revisions, accounting handoff, PDFs, and export. Put critical localization and support terms in the contract.
The EAC page says the earlier Ministry scheme expired on 31 December 2025 and limits net metering agreements to customers who submitted the photovoltaic connection application by that date. A new project should not reuse a historical template. Verify the current net billing route and agreement directly.
EAC describes net billing up to 8 MW for listed premises and own-use categories. It also describes virtual net billing for photovoltaic systems up to 150 kWp per consumption bill and beneficiary or business, with stated storage capacity up to 500 kWp per bill. Confirm current agreement terms and eligibility for the project.
EAC says any connection process with its network must be under the responsibility of an electrician licensed to operate in Cyprus, who provides required documents. Record the electrician identity and evidence, assigned forms, submissions, corrections, inspections or investigations, meter, connection, and completion.
EAC states that its distribution network application documents are available only in Greek. The CRM should preserve the official Greek form and version, not just an English translation. Test Greek characters, customer data, attachments, PDFs, search, export, and reviewer approval.
No. Production, direct use, import, export, scheme terms, storage, tariffs, regulated items, taxes, degradation, curtailment, and customer behaviour can change. Use dated sources and scenarios, disclose uncertainty, and retain the exact model accepted by the customer.
Quickest publishes one free user and ten proposals monthly. OpenSolar describes its core platform as free. Pylon says new users receive five Standard Project credits. Compare local data, Greek documents, tax, EAC, accounting, field tools, support, privacy, and export around each entry route.
Use a new net billing project, a virtual net billing case if relevant, a valid legacy project only where evidence exists, a battery revision, an EAC correction, an invoice correction, and a service return. Include sales, design, accounting, licensed-electrician coordination, installation, and privacy reviewers, then export everything.
Use the Three-Deal Proof and require every vendor to show the same lead, revision, document, and failed handoff.