August 18, 2022

What is a solar panel installation proposal?

A solar proposal template is a document that outlines the specifications for installing a solar panel system.

This proposal includes information on the-

  • number of panels to be installed
  • the type of panels to be used
  • the location of the installation
  • a quote for installation services (created using solar quoting software)
  • other important details

Solar panel installation proposals are typically created by solar panel installers or contractors and why do they need to create those proposals? Let's discuss that.

Why do you need a Solar panel installation proposal?

The primary purpose of a solar proposal is to provide potential customers with an overview of what is involved in installing solar energy systems.

This proposal can help customers determine if they are interested in pursuing this option for their home or business.

Solar panel installation proposals should include all relevant information so that customers can make an informed decision about whether or not this is the right option for them.

Components of solar proposals

If you're a solar installer with no solar proposal software in place, here are 10 important items that you need to add to your solar proposals:

The size and location of the system

The size of the system is important because it will determine how much electricity your system can generate.

The location of the system is also important because it will determine how much sunlight your panels will be able to capture and how much energy consumption happens.

With software like Sunbase solar proposal software, installers can simply add the average electricity consumption or electric bill to get an analysis of how big or small of a solar installation is required. If this is something that interests you, book a demo with Sunbase today!

The components of the system

The next item on our list is the components (equipment) of the system.

The most important component of a solar panel system is the solar panels themselves but it's important to add other equipment as well like solar batteries, inverters, etc.

The solar financing options

The cost of a solar panel system depends on the size of the system, the type of panels used, the location of the system, and the type of mounting system. This part can also include details of tax credits available in that state.

The energy offset and environmental impact of the system

Solar panel systems offset the energy used to generate electricity from fossil fuels. This reduces the emissions of greenhouse gases, which are responsible for climate change.

The warranties and guarantees

Most solar panel systems come with a warranty from the manufacturer. The length of the warranty varies, but most are for 20 years or more.

The warranties typically cover the cost of replacement parts and labor. Any detail regarding this should be covered in the proposal templates.

The project scope

The project scope includes the following:

  • The goals and objectives of the project
  • The deliverables of the project
  • The timeline of the project
  • The budget of the project
  • The risks and assumptions of the project

The project schedule

The schedule should take into account all of the factors listed in the project scope. In addition, the schedule should also include a buffer for unexpected delays.

The project budget

The budget should include the cost of the system, installation, and any rebates or incentives you are eligible for. In addition, the budget should also include a buffer for unexpected costs.

The payment terms

The payment terms should be based on the total cost of the project and the length of time it will take to complete the work.

The risks and assumptions

Risks are potential problems that could arise during the course of the project. Assumptions are things that you assume to be true about the project.

How to create an effective solar panel installation proposal?

Well, creating an effective solar proposal is easy. If you cater to multiple solar installations at once, get solar proposal software like Sunbase's. It will save you time and money as well as give you multiple templates to choose from with a high level of customization so you never miss out on any sale.

Having solar proposal software or not, check out the following tips to make sure you stand out from the competition.

Tailor your Proposal

Be sure to tailor each proposal specifically to the customer's needs, as generic proposals are often less successful.

Include a Timeline

It is also important to include a timeline for the project, as customers will want to know when they can expect the work to be completed.

Include all relevant information

Finally, make sure you include all relevant information that would be helpful to the customer in making their decision.

By following these tips, you can be sure that your solar panel installation proposal will stand out from the competition and give you the best chance of winning new business.

The Benefits of solar panel installation proposal

1. A well-written proposal can help you stand out from the competition.

2. A solar panel installation proposal can help you secure funding/ investment for your project if creating a large-scale commercial solar project.

3. A solar panel installation proposal can help you get approval from local authorities.

4. A solar panel installation proposal can help you communicate the solar system project to potential customers.

Solar proposal software

Sunbase's interactive solar proposal is included with our all-in-one solar software. Generally, users will create proposals directly through the solar CRM.

Key benefits include-

  • no double-entry
  • no typographical errors
  • less manual work

The backend settings are easily configurable to match your specific company details. Our team is also available and happy to help with getting your account set up properly. 

You can close more solar sales with proposal templates that are easily explained, digestible, and highly persuasive. 

Additionally, our solar industry-specific tools make tasks much easier such as determining utility consumption offsets, analyzing installation sites, and even closing the sale. 

Sunbase solar proposal software is designed to work for small, mid-size, and enterprise-sized sales teams.

Conclusion

The best solar proposal software makes it easy for you to create professional-looking proposal templates in minutes. It also helps you stay organized and provides all the information your clients need to make an informed decision about becoming a solar company.

If you’re looking for top-rated proposal software, we recommend Sunbase. We offer services related to proposal templates and solar projects. Contact Sunbase today!

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Stop Managing Your Business Manually. Automate It.


Sunbase automates workflows, reduces mistakes, and helps your team get more done - without hiring extra staff or juggling multiple tools.

Try Sunbase Today
solar software india
December 9, 2025
Compare the best solar software Indian EPCs are switching to in 2026. This guide covers Indian-specific challenges, what's working vs. overhyped, and top tools.
residential vs commercial solar design
December 3, 2025
Solar panels may look similar, but their design isn’t. Learn how residential and commercial solar design systems differ, and how tools like Sunbase make every step faster, smarter, and more profitable.
solar proposal software
December 2, 2025
Cut your proposal time in half with Proposaflow. Next-gen solar proposal software that automates design, pricing, and tracks proposals in one smooth workflow.
How Roofing CRM Improves Sales Conversions
December 1, 2025
Boost sales with roofing CRM that help you capture leads instantly, automate follow-ups, track projects in real-time, and turn every lead into a successful job.
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