Basic version included with
Sunbasedata all-in-one solar software

Create Solar Proposals Based Off Custom Template, Equipment, Pricing, & Loan Options..


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. 

SunbaseData Support

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. 

Understand Why 1000+ Solar Sales & Installation Professionals Use SunbaseData For Their Solar Proposal Tool..


About SunbaseData Solar Proposal Software

Our solar proposal tool is included with our all-in-one solar software or available separately as well.  Generally, users will create proposals directly through the solar CRM.  Key benefits include no double-entry, no typographical errors, and 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. 

Industry-specific solar software tools makes tasks much easier such as determining utility consumption offsets, analyzing installation sites, and even closing the sale.

Our solar proposal software is designed to work for small, mid-size, and enterprise-sized sales teams.  SunbaseData is both easy to implement & affordable to scale with.

Close more solar sales with proposal templates that are easily explained, digestible, and highly-persuasive. 

See How SunbaseData Can Take Your Sales Results To The Next Level!

Solar Proposal Features

Tools For PV System Production Offset & Financials

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.

Solar CRM
Tools For Collecting Utility Bills From Prospects

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 Project Management
Tools For Creating Branding & Proposal Designs


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.

Tools FoR Remote Rooftop Designs

Solar PV

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. 

Solar Project Management
Tools For Presenting Solar Financing Options

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.

Tools For Simulating carbon savings based off system

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.

Solar Project Management
Tools For Going Paperless

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.

Tools For Creating Risk-Reversal

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.

Tools For Social Proof Of Why To Choose Your Company

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.

Are you Missing Sales because of a ineffective sales presentation?

Solar Sales Funnel

Establish a Defined Sales Presentation

Organize every contact, prospect, & customer into one solar CRM software.


Optimize Factors To Lift Conversions

Industry-specific solar value analysis tools and proposals helps increase conversions.


Automate The Sales Follow-Up Processes

Simple interfaces, instructional videos, and live support ensure each users success.

Got Questions About SunbaseData Solar Proposal Software?

Schedule A Discovery Call With Us.

See what other solar companies say about SunbaseData..

Once we got Sunbase in place, our sales team immediately experienced a jump in conversions just from the improved tracking. As we used it more, we saw patterns that showed us what gets the best results.

I’ve been in business for 25 years and always used paper, folders, and an office full of filing cabinets.  It’s incredible that technology makes it where I can walk around with everything on my phone.

Finally having the right systems to keep everything managed has been a huge factor in our company’s success.  I’ve personally seen my boss’s mood change from not carrying everything around with him all the time stressed out!

Sales & Marketing Director

Walter P.
Owner & Active Manager

Maria K.
Executive Assistant

Scroll to Top