Solar Proposal Software
With Sunbase Solar Proposal Software, quote projects and create high-quality PV designs and solar proposals without needing to use multiple software!
Easily quote solar projects with Sunbase Solar proposal Software!
Input Prospect's Monthly KW Usage Data
Create proposals designed from prospect’s average monthly utility consumption to ensure accurate offsets estimates and value analysis assessments.
Draw Solar PV Arrays On Site Locations
Remotely select rooftops, installation site locations, and capture the area to determine available capacity for pv solar systems. Save design images to be used in proposals.
Give Prospects Highly converting Proposals
When offering a solar sales presentation convey your benefits clearly and convincingly with professional supplemental materials. Allow e-signing or email for signatures.
ABOUT SUNBASE SOLAR PROPOSAL SOFTWARE
Sunbase Solar Proposal Software helps users make proposals. A solar proposal software is considered a sales efficiency tool that helps in saving time. This tool is becoming increasingly popular amongst solar companies and customers.
Sunbase Solar Proposal Software is an interactive tool that goes hand in hand with our Solar System Design Software. Generally users design solar projects on the solar system design software and then create proposals directly through the solar software platform where their designs gets added automatically.
Key benefits of Sunbase Solar Proposal Software-
- no double-entry
- no typographical errors
- less manual work
- backend settings are easily configurable to match your specific company details
- proposal templates that are easily explained, digestible, and highly-persuasive
- designed to work for small, mid-size, and enterprise-sized sales teams
Solar Proposal Software Features
Worksheet Based Solar Value Analysis Tool
Minimize any calculations or necessary math needed to figure out what sized solar system a prospect would need to obtain a certain monthly utility offset. Input average KW monthly consumption, utility rate, price per watt, isolation value, and installation direction to determine right quantity of panels and wattage.
Automate The Utility Bill Collection Process
Invite prospects and customers to their own client portal where they can upload copies of their utility bills, sign forms, and even track their project status.
Solar Proposal Software
Produce custom-matched proposals for prospects and customers driven from our solar value analysis tool. Remotely draw PV arrays on site locations to show system visuals and area capacities. Include financing programs, payments, & offset adders.
Solar Proposal Templates
Use our existing solar proposal templates or upload your own fillable PDF version. Our system allows users to use their own templates to create exactly the branding and information that choose.
Solar PV Design Software
Launch our solar design tool that will map an address and allow for you to select an installation site, carve out an area for an array to be positioned and render panels based off roof pitch, orientation, and azimuth.
Determine Loan Payments From APR, Terms & Fees
Load your different solar financing lenders into the system, as well as, their dealer fees, loan terms, taxes, and annual percentage rates to figure out loan payments and savings. Just select which program is ideal and immediately have all calculations done.
Estimate Carbon Offsets Based Off Proposed System
Beyond presenting the financial benefits for prospects to go solar, remind them of the socially responsible environmental impact that comes with their new proposed system. Effortlessly calculate carbon offsets and equivalents to include.
Auto-Fill & E-Sign Solar Contracts & Documents
Have digital versions of all your forms, contracts, and documents available from anywhere. Auto-populate templates with the respective information from each record or project work order. E-sign. Upon being saved, access files as needed, or email to contacts.
Include Equipment & Workmanship Warranty Info
Create a deeper sense of comfort for prospects to say YES to your solar proposal by reminding them of any solar photovoltaic equipment warranties and workmanship guarantees. Put their mind at ease.
Include Testimonials & Review Ratings
Increase the conversion of your solar proposals by include customer testimonials, as well as, any experience reviews that you’ve accumulated on various platforms. Third party endorsements offer a lot of value in building trust with prospects.
Quickly Design Systems With The Sunbase Solar Proposal Tool
Why use our solar software systems for design & proposal software?
Our solar software systems are ideal for use. Firstly, solar analysis guarantees the accuracy of the design of the solar project. This helps determine the amount of equipment, and investment required in the project, letting the client know fully of the solar design. Secondly, there are pre-established templates that can be used by the company to seem new.
Ultimate Software for Solar- Sunbase
Sunbase offers software for solar business management. Solar CRM helps you navigate the solar sales management process and system. Solar Project Management tracks projects across multiple job boards to maintain quality standards. Asset and Inventory Management helps manage materials that companies hold, and Canvasser enables door-to-door sales tracking. Solar professionals can map out plans, and run power simulations based on location specifics. Last but not the least, Solar designer and proposal software that will help you close more solar projects!
How Is Sunbase Solar Software Effective For Industries?
Both opportunities and competition are growing in the renewable energy sector. To be effective in a productive manner is not only enough to work hard, but to perform wiser than your rivals. Leading solar companies realize the importance of a technology and optimization approach to building relatively reliable systems that deliver incremental benefits.
- Develop a database to ensure that ALL targets, clients, programs, finances, inventory, and other company records are managed in a safe central location- on our platform.
- Recognize and simplify system processes to provide highly satisfactory consumer service with limited capital needed, enabling both improved production and benefit.
- Data-collection and analysis of primary progress metrics to be used to enhance marketing, revenue, operations, and company's overall performance
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Benefits of our commercial solar proposal software
In the competitive solar tool world, it might be hard to choose the right software. However, a reliable proposal tool will always stand out. Here are some of the benefits of choosing an authentic platform such as ours:
The biggest benefit is that the tool offers businesses efficient options to create quotes and proposals for solar projects. These projects require many aspects that need to be catered to. The software takes care of these matters letting management focus on the sale.
With this tool, clients can view simulations of the kind of solar panels, and solar systems that they want to use. Through this, they can determine what kind of system is right for them, and management can prepare accordingly.
With this software, businesses can increase their solar project or proposal sales. The proposal tool has features such as lead generation, sales management, etc., that help clients make sales. The information they receive can be used to design new, and better selling techniques.
The software can help businesses manage available solar tools, proposals, and data. They can get data on how customers react. This is essential for improved customer relations, and financial analysis.
Through these businesses utilizing this software, solar tool, and solar design can save costs and time. With more knowledge of customer behavior, they can provide them with the right software solar energy system for them.
Are You Missing Sales Because Of Ineffective Sales Presentation?
Establish A Defined Sales Presentation
Organize every contact, prospect, & customer into one solar CRM software.
Optimize Factors To Lift Conversions
Solar proposal software and designs that help increase conversions.
Automate The Sales Follow-Up Processes
Plug the holes in your sales follow up to ensure your not losing solar sales.
Format Solar Proposals On Custom Templates Or Use One Of The Premade Designs, Equipment, Efficiency Adder Options, Pricing, & Loan Options..
Our customers get more solar panel sales and commercial solar projects...
Our commercial solar software includes the solar proposal tool. It is designed to work with all kinds of teams and is easy to implement, and affordable to scale with. Apart from surveying locations, and power estimates, our tools minimize calculations with worksheet based solar analysis tools. The software provides certain templates to create professional proposals. The top notch solar design tools makes it solar businesses' must have software!
With this software, solar companies, and solar installers can provide customers with accurate bids. This software can help them save money by providing the documents within a matter of minutes. Clients are able to create documents directly through solar CRM. Companies can make designs that will help potential clients envision their solar panel projects. Beyond this, they will also calculate the amount of solar energy needed, and provide all this in an easy to use presentable form.
Our system helps clients get all the analysis they need. Tools such as Solar Financial Management manage solar business finances. And with accurate, real-world reporting, all the information is new. Other features like Inventory Management give more nuanced analysis about storage, manufacturers, costing, etc. All this new analysis can prove useful in the world of solar management and can help companies be free of extra costs and manual labor.
Got Questions About Our Solar Proposal Tools?
