Solar Proposal Software for Fast, Accurate & Professional Solar Quotes

Solar Proposal Software that turns system design, production estimates, pricing, and incentives into branded, client-ready solar proposals in minutes.



  • Generate accurate solar proposals from design & production data
  • Build branded, client-ready solar quote documents
  • Auto-calculate system size, savings, and ROI projections
  • Include financing options and incentive breakdowns
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Solar CRM

Trust Sunbase to Transform Your Solar Proposals

Solar proposal software helps solar companies create accurate, data-driven solar quotes using system design, production estimates, pricing rules, and financing options. Instead of manual spreadsheets and static PDFs, proposal tools generate professional, client-ready solar proposals that improve clarity and close rates.

37%

Faster Proposal Creation

Generate solar proposals in minutes using connected design and pricing data.

72%

Higher Proposal Clarity

Use structured layouts, visuals, and savings projections customers understand.

86%

Better Customer Engagement

Interactive solar proposals increase client review and response rates.

33%

Shorter Decision Cycles

Clear pricing, savings, and financing details reduce back-and-forth delays.

Essential Tools to Simplify Your Solar Business Workflow

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Automated Solar Proposal Generation

Create solar proposals automatically using system size, layout, production, and pricing inputs.

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Utility Bill & Energy Usage Inputs

Capture customer usage data to generate accurate offset and savings projections.

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Solar Production & Financial Modeling

Convert production estimates into savings, ROI, and payback calculations.

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Branded Solar Proposal Templates

Customize proposal templates with your logo, colors, system visuals, and messaging.

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Remote Rooftop Assessment & PV Preview

Include remote site and PV layout visuals directly inside proposals.

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Solar Financing & Incentive Presentation

Present loan, lease, and incentive options clearly within the proposal.

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Carbon Savings & Environmental Impact

Show carbon offset and environmental benefit estimates for each system.

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Paperless Proposal & Approval Workflow

Share digital proposals and collect approvals without printed documents.

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Risk & Scenario Comparison Tools

Show multiple system sizes and pricing scenarios in one proposal.

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Social Proof & Trust Elements

Embed testimonials, certifications, and project visuals into proposals.

Why Choose Sunbase Solar Proposal Software?

  • Structured, Data-Driven Proposals


Build solar proposals using real design, production, and pricing inputs instead of manual guesswork.


  • Higher Client Understanding


Present savings, ROI, and system performance with clear visuals and structured sections.


  • Connected Proposal Workflow


Link proposal generation directly with solar design and CRM data.


  • Built for Solar Sales Teams


Designed around real solar sales workflows from site data to signed proposal.

See Proposal Software in Action
Solar Proposal Software

The All-In-One Tool Every Solar Professional Needs to Succeed

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Fast Proposal Turnaround

Generate proposals from system data

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Energy & Financial Modeling

Show ROI savings and payback clearly

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Client-Ready Presentation

Visual, branded proposal formats

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Remote Proposal Creation

Build quotes without on-site visits

Without Dedicated Solar Proposal Software

  • Time-consuming manual proposal creation

  • Spreadsheet-based savings calculations

  • Inconsistent branding and formatting

  • Static PDF proposals

  • Manual follow-ups and revisions

With Sunbase Solar Proposal Software

  • Fast automated solar proposals

  • Accurate production & savings modeling

  • Branded, professional layouts

  • Interactive digital proposals

  • Connected approval workflow

Solar Proposal Workflow — From Design Data to Client Approval

Sunbase Solar Proposal Software supports every major proposal step:

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Import solar design and production data

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Capture client usage and utility inputs

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Calculate savings and ROI projections

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Configure pricing and financing options

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Generate branded solar proposals

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Share interactive proposal links

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Collect client feedback and revisions

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Capture digital approvals

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E-sign documents

Simple & Powerful Features for Solar Success

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Real-Time Proposal Tracking

Track when solar proposals are viewed, shared, and approved.

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Custom Proposal Branding

Apply company branding across every solar proposal page.

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One-Click Proposal Sharing

Send solar proposals instantly via secure links.

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Auto System Sizing & Configuration

Automatically calculate system size based on client energy usage and roof dimensions.

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Real-Time Pricing Updates

Automatically adjust proposal prices based on real-time when system specs change.

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CRM & Solar Workflow Integration

Connect proposal data with solar CRM and project workflows.

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Automated Follow-Up Reminders

Trigger follow-ups when proposals are viewed but not approved.

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Interactive Proposal Dashboards

See proposal performance across reps and regions.

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Client-Specific Savings Projections

Generate personalized savings estimates per customer.

Works With Your Solar Sales & Design Stack

Sunbase Solar Proposal Software connects with:

Solar Software

Solar Proposal Questions Answered!

  • What is solar proposal software?

    Solar proposal software is a tool used by solar companies to create accurate, professional solar quotes using system design, production estimates, pricing, and financing data. It replaces manual spreadsheets and static documents. Modern proposal software generates branded, client-ready solar proposals quickly.

  • How does solar proposal software work?

    Solar proposal software combines system size, production estimates, pricing rules, and customer usage data to automatically generate solar proposals. Teams select solar system design options and the software calculates savings and ROI. The result is a structured, ready-to-share proposal.


  • Why should solar companies use proposal software?

    Solar proposal software improves speed, accuracy, and presentation quality. It reduces manual calculation errors and creates consistent branded proposals. This helps solar sales teams close deals faster.

  • Can solar proposal software include financing options?

    Yes. Solar proposal software can present loan, lease, and financing scenarios inside the proposal. Customers can compare payment options and savings clearly.

  • Is solar proposal software customizable?

    Yes. Most solar proposal platforms allow custom branding, templates, and proposal sections. Companies can tailor proposals to their sales process.

  • How accurate are savings estimates in solar proposals?

    Savings estimates are based on production simulations, usage data, and pricing inputs. When connected to solar design and simulation tools, proposal accuracy improves significantly.

  • Can proposals be shared digitally with customers?

    Yes. Solar proposal software supports digital proposal sharing through secure links. Customers can review proposals online without printed documents.

  • Does proposal software integrate with solar CRM?

    Yes. Solar proposal software can integrate with solar CRM platforms so proposal data is attached to each deal record. This keeps sales workflows connected.

  • What’s the best solar proposal software for small to mid-sized solar companies?

    The best solution depends on your needs, but look for software that’s easy to use, scalable, offers integrations with your CRM, and provides excellent support. 

Ready to Generate High-Converting Solar Proposals Faster?

Create accurate, branded solar proposals using real system and production data.

Request Proposal Demo