Solar Proposal Software for Customer-Ready Solar Proposals

Solar proposal software is a tool used by solar companies to convert system design, energy production, equipment, pricing and financial information into a customer-ready solar proposal. 

It helps customers understand the proposed PV system, expected performance, project cost, savings and commercial terms before approving the project.

Sunbase Solar Proposal Software connects the technical and financial information of a solar project into one proposal workflow. Teams can bring together PV design, shading analysis, roof information, energy production, equipment and BOM, pricing, financing, projected savings, cash flow, payback and ROI while keeping the proposal connected to the customer and project record.

A Sunbase solar proposal can bring together:

• Customer and property information.
• Roof and site information.
• PV layout and system capacity.
• Shading analysis.
• Estimated solar production.
• Electricity consumption and solar offset.
• Modules, inverters, batteries and BOM.
• System pricing and commercial terms.
• Financing and applicable incentives.
• Projected savings, cash flow, payback and ROI.
• Proposal revisions and approval information.

This gives the customer a combined technical and financial view of the proposed solar project.

Sunbase Solar Proposal Software uses approved PV design information as the technical basis of the customer proposal. System layout, module count, system capacity, selected equipment and production information can remain connected to the proposal instead of being manually recreated in a separate document.

This helps reduce differences between the system approved by the design team and the system presented to the customer.

Shading analysis can be included as part of the system-performance information presented in a Sunbase solar proposal. It helps explain how trees, surrounding structures, roof features and other shading conditions affect solar access and expected energy production.

The shading information should correspond to the design and production assumptions used for that proposal.

A solar roof report describes the site conditions that affect where and how a PV system can be installed. Depending on the project, this can include roof geometry, usable installation area, roof planes, orientation, tilt, obstructions, setbacks, access pathways and other relevant site information.

Sunbase Solar Proposal Software can use this information alongside the system design to provide additional context for the proposed installation.

Sunbase Solar Proposal Software can connect the proposed system with its bill of materials, or BOM. The BOM identifies equipment associated with the approved system configuration, such as PV modules, inverters, batteries and other applicable system components.

This helps keep the equipment presented commercially aligned with the system being proposed.

Sunbase Solar Proposal Software can compare estimated solar generation with the customer's electricity consumption to show the expected solar offset. The proposal can present system production, energy usage and the portion of consumption expected to be supplied by the proposed PV system.

This gives customers a clearer connection between system size and their actual energy requirements.

Solar savings are estimated by comparing projected solar production with the customer's electricity usage and the financial assumptions configured for the project. Depending on the proposal, those assumptions may include current electricity costs, expected utility-rate changes, system cost, financing terms and applicable incentives.

The resulting savings should be presented as projections based on those stated assumptions rather than guaranteed future savings.

Sunbase Solar Proposal Software can present the financial performance of a proposed solar project through metrics such as cash flow, payback period and return on investment. These calculations use the project's system cost, expected energy production, projected savings, financing structure and other configured financial assumptions.

This is particularly useful for commercial solar projects where customers evaluate the investment over several years.

Solar payback period is the estimated time required for the financial benefits of a solar system to recover the customer's initial investment. It is calculated using factors such as project cost, projected energy savings, incentives and other financial assumptions.

Sunbase Solar Proposal Software can present the estimated payback period alongside cash flow and ROI within the proposal.

Solar ROI, or return on investment, measures the projected financial return generated by a solar project relative to its cost. Solar ROI calculations typically consider system price, energy production, electricity savings, incentives, operating assumptions and the period over which the investment is evaluated.

Sunbase Solar Proposal Software can present ROI as part of the financial analysis used to evaluate the proposed system.

This keeps sales, design and operations teams working from the latest approved system information.

Sunbase Solar Proposal Software can present different commercial options for the same solar project. These may include system pricing, cash purchase options, financing structures, payment terms, incentives, discounts and other project-specific commercial information.

This allows the customer to compare the available ways to proceed without separating the financial offer from the technical system proposal.

Sunbase Solar Proposal Software can support residential solar proposals that combine rooftop system design, energy production, electricity consumption, equipment, system pricing, financing and projected savings. The proposal can be structured to help homeowners understand both the proposed system and its expected financial impact.

Sunbase Solar Proposal Software can support commercial solar proposals where system economics are often as important as the technical design. Commercial proposals can bring together larger PV configurations, consumption and production data, equipment and BOM, project pricing, cash flow, payback and ROI.

Solar and battery proposals can combine PV system information with the selected battery configuration and associated commercial information. The proposal can present modules, inverters, batteries, system capacity, equipment information and relevant financial assumptions within the same project record.

A standalone solar proposal generator primarily focuses on creating the customer-facing proposal, while Sunbase Solar Proposal Software connects proposal creation with the wider solar project workflow.

Sunbase can keep the proposal connected with:

Customer Data → Solar Design → Shading & Production → Equipment & BOM → Pricing & Financial Analysis → Customer Approval → Project Delivery

This reduces the need to rebuild the same project information across separate sales, design and operations tools.