Audio overview: Listen & Learn



But it's not just about losing to competitors. Outdated proposal workflows are quietly damaging your solar business from the inside.

Here's what's actually happening:

• Excel errors: One error, and suddenly your system design doesn't match your quote. The client notices, and you look careless.
• Miscalculations: Incorrect energy production estimates or financing terms cause awkward conversations later and lead to indirect hesitation.
• Design mismatches: When what you sold doesn't match what gets installed. This damages your reputation with customers who expected one thing and got another.
• Inconsistent presentation: Your brand feels inexperienced. Potential customers wonder if you're actually a professional.
• And the biggest killer? Slow follow-ups: You finally get the proposal ready, but the lead's gone. They've already signed with someone else, or worse, they've lost interest entirely because your delay made them question whether you're reliable enough to handle a major home investment.

So what's the fix? How do solar professionals actually close the gap between what buyers expect and what most teams can realistically deliver?

Introducing Proposaflow: The New Generation of Solar Proposal Software

Here's something you didn't know you needed! It's a complete rethinking of how the entire sales process should work, from the moment a lead comes in to the moment they sign on the ........ dotted line.

What Is Proposaflow?

Proposaflow is next-generation solar software built specifically for EPCs and solar installers who are tired of using different platforms to send a single proposal. It combines solar design, pricing, system sizing, and proposal creation into one seamless digital workflow.

It puts an end to exporting data from your design tools, copying it into a spreadsheet, then reformatting everything in a Word doc. Proposaflow handles the entire flow automatically.

You input the project details once. The platform does the rest. It's fast, true-to-life, and professional. And most importantly? It's built for teams who need to move quickly without sacrificing quality.

Consider it as an end-to-end solution that finally understands how mid-sized solar companies and fast-growing solar businesses actually operate.

Not Just Software: A Rethinking of How Solar Projects Begin

But here's where Proposaflow differs from other solar software.

Most platforms treat proposals like an afterthought, a document you generate at the end of the design process. A formality. A box to check. That's backwards!

Your proposal isn't just a summary. It's your pitch. It's your credibility. It's the first impression that determines whether a potential customer trusts you with an investment or forgets you entirely.

Proposaflow gets this part:

• It aligns the technical part with visual storytelling. The numbers are bulletproof, accurate energy production estimates, detailed financial modeling, transparent pricing information, plus the presentation? Easy to understand.
• It's solar design software that thinks like a sales tool. Because homeowners don't buy kilowatts and inverters, they buy the feeling that you know what you're doing. That this is going to work. Their electric bill is about to drop.

Proposaflow helps your sales team create that decision moment from the very first interaction. That's not hype. That's what happens when design tools and sales strategy finally align and collaborate!

Not just to save you time, though it absolutely does that, but to help you close deals faster and increase sales by presenting yourself as the professional company you truly are.

Why We Built Proposaflow: The Real Problems Solar Teams Face

We didn't build Proposaflow because the market needed another solar software platform. We built it because we watched talented solar companies lose deals they should have won, not because of bad pricing or weak products, but because their tools were working against them.

The Big Gap in Existing Solar Proposal Software

Here's the pattern we kept seeing: Most solar software is incredible at one thing.

Example: Design tool? Fantastic for system design and shading analysis. Financial modeling tools? Great at ROI numbers. Proposal generators? They will just generate a file. But none of them work together.

There's no consistent experience or single source of truth. Instead, you have a patchwork of tools that make your sales reps focus on data entry rather than selling.

Proposaflow fills this gap with a single, intelligent workflow. That's not just a bonus. For expanding solar companies looking to grow without hiring more and more staff, it's the difference between closing more deals and falling into operational overload.

Design That Sells: The Philosophy Behind Proposaflow

Now, let's talk about why design isn't just aesthetics, it's strategy.

> Why Design Matters More Than Ever?

A proposal is more than a collection of numbers and specs. It's the project's narrative, you're telling about how this solar system will transform a customer's life, lower bills, energy independence, environmental impact, increased home value, everything!

And like any story, the way you deliver it is important, because presentation communicates competence.

First impressions aren't everything, honestly, they're the only thing that decides whether a potential customer keeps reading or closes the tab. In solar sales, you don't get a second chance to look professional.

Proposaflow treats design as a core feature, not an afterthought. Because when a homeowner opens your proposal, and it looks clean, modern, and trustworthy... You've already won half the battle.

Have an extra 5 minutes? Discover why effective solar system design is crucial for maximizing energy output.

What Makes Proposaflow a Deal-Closer?

But pretty proposals mean nothing if the numbers are wrong. That's why Proposaflow obsesses over both sides of the equation: visual clarity and technical precision.

Here's what its key features look like in practice:

• Error-free pricing powered by automated calculations.
• GST-ready financial breakdowns that handle tax calculations automatically, so your team isn't manually adjusting every line item for compliance.
• Smart solar design tools that factor in roof angles, shading analysis, and energy production estimates, all feeding directly into the proposal without manual entry.
• Modern, clean layout templates make complex information easier to digest. Homeowners don't need to understand inverter specs; they need to understand savings.
• Visual clarity homeowners love: charts, graphs, and visualization tools that show exactly how their system will perform, how much they'll save, and what their payback period looks like.
• Custom branding for every EPC: your logo, your colors, your voice. Each proposal strengthens your company and makes it stand out.

Because when the best solar design software meets proposal solution, you create proposals that clients can't reject!

How Better Software Improves Conversion Rates



How Proposaflow Works: 6 Steps. 1 Winning Proposal.

Let's walk through exactly how Proposaflow turns a raw lead into a signed contract fast.

This is the workflow that's helping solar companies streamline their entire sales process and close deals faster than ever before.

Step 1: Enter Address & Load Roof

Add the client's address. Proposaflow instantly pulls high-resolution satellite imagery using Google Maps integration and loads all the project details you need.

Good news? You can eliminate manual measurements. No site visit required (yet). Just HD imagery that lets you start designing immediately.

Step 2: Design the System

Now comes the fun part. Outline usable roof areas, set tilt and azimuth angles, flag obstructions such as vents or chimneys, and run a complete 3D shading analysis.

Proposaflow's smart solar design tools give you everything you need to create accurate system designs without switching platforms. You're seeing exactly how the panels will sit, how shading impacts energy production, and whether the layout actually works.

Step 3: Auto-Pricing & Financing Options

This is the point where Proposaflow performs best. Once your system design is locked, the platform auto-calculates everything: total costs, component pricing, system size, adders, financing options, loan terms, potential savings, and ROI.

Forget about spreadsheets or formulas breaking unexpectedly. You get just clean, error-free pricing that's ready to present. Your sales reps aren't bogged down in calculations; they're focused on selling. And clients get transparent pricing information they can actually trust.

Step 4: Choose Template & Auto-Fill

Select one of ProposaFlow's solar-specific templates (fully customizable with your branding), and watch the magic happen. The platform auto-fills system specs, pricing tables, incentives, energy production estimates, ROI charts, and financing breakdowns.

Everything you designed and priced? It's now a polished, professional proposal that looks like it took hours to build.

Custom branding guarantees each proposal reflects your company's identity. This isn't just a standard document; it's your pitch, expertly packaged.

Step 5: Share & Present

Time to click on: Hit send. Your client gets a secure, mobile-friendly proposal link that they can view on any device, whether desktop, tablet, or phone. (And don't worry about formatting tragedies.)

Next best part: you get real-time notifications the moment they open it. You're not guessing whether they've seen it. You know. This is how modern solar sales should work, frictionless and trackable.

Step 6: Track, eSign & Sync

Lastly, here comes the most-awaited stage: Close the deal.

Proposaflow doesn't stop at delivery. You get full visibility into customer interactions: how long they spent reading, which sections they viewed most, and whether they left comments or questions.

When they're ready to move forward? Built-in electronic signatures let them sign on the spot. But....Why wait when it can be done now!

Once signed, Proposaflow syncs the status and documents directly to your CRM, keeping your entire team aligned. Lead capture to contract, all in one streamlined flow. And this is the end-to-end solution solar installers have been waiting for!

Want to learn more about: Why Indian Solar Companies Need Specialized Tools?

From GST compliance to regional financing models, the Indian solar market has unique demands. Proposaflow is built to handle them, and so should your CRM. See what Indian solar CRM adaptation actually looks like.

A Message From Our CEO: The Vision Behind Proposaflow

Why We're Building This?

"Solar professionals deserve tools that match the quality of their work. Proposaflow transforms complex design and proposal tasks into a seamless, intuitive experience - one that lets teams focus on winning clients, not fighting documents. This is how modern solar companies grow."

- Joshua Dubin, CEO, Sunbase

The Bigger Mission of Proposaflow

Proposaflow isn't just about making proposals faster. It's about building a new standard for how technical industries interact with their customers.

Today, Proposaflow is transforming how solar companies design and sell. Tomorrow, the same technology will power every service industry that needs fast, accurate proposals: roofing, HVAC, construction, home services, and beyond.

Solar is just the first chapter.

And the mission is simple:

• Build a new standard for proposal workflows that actually respect your time
• Make technical industries more customer-friendly by turning complexity into clarity
• Help businesses win more deals with less effort, because growth shouldn't require exhaustion

This proposal automation is crafted with purpose. Because you deserve limitless possibilities in solar design.

Built for Solar Today. Ready for What's Next.

Proposaflow isn't just built for one market; it's built for the global solar industry.

> Designed for EPCs & Installers Worldwide

Whether you're running a fast-growing solar business in India with GST-compliant pricing and region-specific incentives, or managing residential and commercial projects across the US with complex financing options and state rebates, Proposaflow adapts to your needs.

Talking of Indian Solar Incentives... Managing state subsidies, MNRE schemes, and GST calculations across your proposals? Your software needs to handle this, too. Know how leading Indian solar companies are automating incentive tracking.

Different markets. Different regulations. But you'll experience the same seamless solar sales process.

We've designed the platform to handle the unique challenges solar installers face in each region: local tax structures, compliance requirements, financing models, and customer expectations. This is solar proposal software built for how the industry actually operates, wherever you operate.

And we're just getting started.

In A Nutshell: The Future of Solar Sales Starts With Better Flow

Here's what we believe: the companies that win in solar aren't the ones with the cheapest panels or the flashiest marketing.

They're the ones that make it easy for customers to say yes. Easy to understand the value, see the savings, and trust that this investment will pay off.

Proposaflow was built around that belief. Fast proposals. Beautiful design. Real-time insights. All-in-one platform that finally understands how solar professionals actually work.

Let's Be Honest About What Happens Next

You close this tab. You think "that looks interesting" and add it to your mental list of things to check out later.

Two weeks pass. You're still working in Excel, with more tabs open behind you, and you're still losing deals to faster competitors. Still wondering when you'll finally fix your proposal process. Or...

You spend 30 minutes right now seeing if Proposaflow actually solves this. Book your demo to see Proposaflow in action.

FAQ's