Solar Proposal Software
Generate accurate, professional quotes in minutes
- Integrated Design & Financial Modeling
- Instant Client Approval with E-Signatures
- Real-Time Compliance & Policy Updates
Trust Sunbase to Transform Your Solar Proposals
37%
Faster Project Completion
Speed up your entire project lifecycle
72%
Reduction in Proposal Time
Streamline the quoting process to save hours
86%
Fewer Errors in Proposals
Ensure accuracy and reliability with automated calculations
33%
Increase in Conversion Rates
Close more deals with data-driven proposals
Essential Tools to Simplify Your Solar Business Workflow
Automated Solar Proposal Generation Tools
Create professional proposals in minutes, with energy production estimates, financial options, and performance predictions.
Utility Bill Collection & Energy Usage Input Tools
Collect and input prospect utility data to create tailored, accurate proposals based on real-world energy consumption.
Accurate Energy Production & Financial Modeling
Accurately estimate energy production and savings with integrated financial modeling.
Custom Branding & Proposal Design Tools
Customize and brand your proposals with your company logo, colors, and messaging to create a professional presentation.
Remote Rooftop Assessment & PV Array Design Tools
Remotely select rooftops and site locations to assess capacity for PV systems. Capture site images to include in your proposals.
Solar Financing & Incentive Presentation Tools
Offer a range of financing options within your proposals, including loans, leases, and incentives.
Carbon Savings Simulation Tools
Demonstrate the environmental impact of your solar installations by simulating potential carbon savings.
Paperless Proposal Management Tools
Go digital with e-signatures, document storage, and automated follow-ups, reducing paperwork.
Risk-Reversal Strategy Tools
Incorporate risk-reversal strategies in proposals, such as warranties and guarantees.
Social Proof & Trust-Building Tools
Include testimonials, case studies, and customer reviews directly in your proposals
Why Choose Sunbase Solar Proposal Software?
Streamlined Proposal Creation
Save time and reduce errors with automated proposal generation, allowing you to create accurate, branded proposals in minutes and accelerate your sales process.
Enhanced Client Engagement
Provide prospects with interactive, professional proposals that include financing options, carbon savings simulations, and easy e-signatures, increasing client satisfaction and trust.
Comprehensive Financial & Design Tools
Access integrated financial modeling, remote rooftop assessments, and energy usage inputs to provide tailored, data-driven solutions, ensuring every proposal is precise and aligned with your client’s needs.
The All-In-One Tool Every Solar Professional Needs to Succeed
Fast Proposal Turnaround
Create customized solar proposals in minutes, helping you respond quickly to leads and close deals faster.
Energy & Financial Modeling
Generate precise energy production estimates and financial projections tailored to each prospect.
Client Communication & Approval
Proposals with financing options and carbon savings simulations, & e-signatures for instant client approval.
Remote Site Evaluation & Design
Assess rooftops and design solar systems remotely, allowing you to serve clients quickly without on-site visits
Without Sunbase Solar Proposal Tool
- Time-Consuming Proposal Creation
- Inconsistent and Error-Prone Proposals
- Limited Client Interaction
- On-Site Assessments Required
- Paper-Based Workflow
With Sunbase Solar Proposal Tools
- Faster Proposal Creation
- Branded , accurate, Data-Driven Proposals
- Client Engagement Made Easy
- Remote Site Evaluation & Design
- Paperless Workflow
Simple & Powerful Features for Solar Success
Real-Time Proposal Tracking
Monitor proposal status and client interactions in real-time, helping you stay updated.
Custom Branding Templates
Choose from a variety of templates or create your own to match your branding and specific needs.
One-Click Proposal Sharing
Easily share proposals with clients via email or link with a single click, speeding up the approval process.
Auto-Populated System Sizing
Automatically calculate system size based on client energy usage and roof dimensions.
Real-Time Pricing Updates
Automatically adjust proposal prices based on real-time changes in material costs or financial rates.
Seamless CRM Integration
Integrate proposals directly into your CRM, enabling you to manage leads and customer interactions.
Automated Follow-Up Reminders
Set automated follow-up reminders for your team to stay on top of client responses.
Interactive Proposal Dashboards
Allow clients to explore proposals interactively, including system design, financial savings.
Client-Specific Energy Savings Projections
Generate personalized energy savings projections based on individual client energy consumption.
Solar Proposal Questions Answered!
What is solar proposal software?
Solar proposal software is a digital tool that helps solar companies generate accurate, professional, and customizable solar proposals for potential customers. It automates calculations, integrates design tools, and includes pricing, savings estimates, and financing options to speed up the sales process.
How does solar proposal software work?
Solar proposal software uses data such as location, utility rates, and system specs to generate personalized solar quotes. Many platforms integrate satellite imagery, solar design tools, and financial modeling to create complete, visually appealing proposals in minutes.
Why should solar companies use solar proposal software?
Using solar proposal software saves time, improves proposal accuracy, increases close rates, and enhances customer experience. It also enables sales reps to present branded, detailed proposals on the spot—either digitally or in print.
What features should I look for in solar proposal software?
Key features to look for include:
• Drag-and-drop solar design tools
• Integrated financial modeling
• Real-time utility rate databases
• Custom branding and templates
• E-signature capabilities
• CRM and lead management integration
Can solar proposal software help increase sales?
Yes, proposal software shortens the sales cycle and boosts conversion rates by offering faster turnaround, precise ROI estimates, and a professional look that builds customer trust and confidence.
Does solar proposal software include financing options?
Most advanced solar proposal tools include financing integrations, allowing users to offer loans, leases, and PPAs within the proposal. This helps customers understand payment plans and choose what fits best.
Is solar proposal software customizable?
Yes, top-tier software lets companies customize their branding, templates, pricing structures, and even the layout of solar designs to match their specific needs and sales workflows.
How accurate are the savings estimates in solar proposals?
High-quality solar proposal tools pull in local utility rates, sunlight exposure (solar irradiance), and hardware specs to provide precise estimates. While forecasts can vary slightly, they are generally very reliable.
What’s the best solar proposal software for small to mid-sized solar companies?
The best solution depends on your needs, but look for software that’s easy to use, scalable, offers integrations with your CRM, and provides excellent support.
