Solar proposal generation

Branded, trackable solar proposals in minutes

SolarVis turns your design, pricing, production analysis and ROI projections into an engineering-backed proposal customers understand at a glance. Share it as a link and close up to 2x more deals.

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01

Customer-ready proposals backed by your project data

One source of truth for the design, the feasibility, the Bill of Materials, and the branding. No copy-pasting between Word, Excel, and PDF.

  1. 01

    One-click generation

    Proposal renders from the project data with no manual assembly. Choose from 26 configurable pages, keep several templates, and create more than one proposal per project.

  2. 02

    White-label templates

    Full branding control: logo, colors, fonts, layout, and commercial terms.

  3. 03

    Shareable links

    SMS, email, WhatsApp, or direct link. Prospects reopen the proposal from the same link, and you see every view.

  4. 04

    View tracking

    Know when your proposal is opened and how many times. Prioritize follow-ups by real engagement.

  5. 05

    Production analysis page

    Add a Performance Ratio and probabilistic P50/P90/P99 production section to the proposal, plus an optional shade report. Customers see the confidence levels behind the yield, not just a single number.

  6. 06

    Roadmap and scope of services

    Show what happens after the signature: roadmap items with their duration in months and a defined scope of services, each on its own proposal page.

Proposal generation time
1-click

Everything from the design, feasibility, and Bill of Materials flows into the proposal automatically. No manual assembly, no version drift, no rekeying between tools.

02

Automatic pricing, live tracking, entity branding

· 01

Price every proposal from real components, not guesswork

Every proposal pulls its BoM directly from the solarVis material database. Margins, discounts, and VAT are configured centrally, so every rep ships consistent pricing.

  • 90,000+ real components
  • Central margin and VAT config
  • Preset package pricing
  • Eight pricing types, from per watt to per meter and per kilogram
  • Main packages and add-on packages
  • Payment plan steps printed on the quote
See the proposal software
Settings›Offer›Preferences
Reset
Pages
Cover Page
01
Introduction
02
System Overview
03
Energy Flow
04
Estimated Energy
05
Heat Pump System
06
Battery System
07
Savings & Benefits
08
Cash Flow
09
Consumption
10
Production Loss
11
Environmental
12
Materials
13
BOM
14
Payment
15
Services
16
Roadmap
17
Back Cover
18
Language:
English
Cover PreviewWhite-label
YOUR LOGO
Solar Proposal
Valid 7 days
Brand:Inter · 14pt
Cover Page
Show on Quote
Show project name
Show customer name
Show created at
Show creator name
Show address
Show validity date
· 02

Let every dealer sell in their own brand, from one central system

Multi-entity organizations can brand proposals differently for each dealer, partner, or branch. Manufacturers use this to let dealer networks ship customer-facing proposals in their own identity.

  • HQ to Partner to Team hierarchy
  • Per-entity branding
  • Role-based permissions
See enterprise solutions
Bill of MaterialsUSD ($)
Residential|0–25 kWp
Item
Unit
Qty
Total
Solar Panel
JinkoSolar 585W Mono
120.00
34
4,080.00
Hybrid Inverter
Huawei SUN2000 10kW
1,200.00
2
2,400.00
Battery Storage
BYD Battery-Box 10.2
1,000.00
2
2,000.00
Installation
Labor per watt-peak
0.05/W
20,475
1,023.75
Logistics
Delivery & handling
400.00
1
400.00
Subtotal19,732.25
Tax (19%)3,826.45
Total23,558.70USD
· 03

Know what the customer did with the proposal

Every proposal link reports how often it was opened, when, through which channel, and how long the customer spent on it. The customer accepts or rejects in the proposal itself, with a reason, and the answer lands in the activity feed and your notifications.

  • View count, view date, and channel
  • Time spent on the proposal
  • Accept or reject with a reason, from the customer side
  • Resend, deactivate, or copy any proposal link
See the solar CRM
Proposal TrackingPRJ-2847
M
S
Müller ResidenceSent
8.4 kWp · StuttgartDefault
€8,240
incl. VAT
Time spent
0m 00s
Views
0
Channel
Email
Activity
Sent via Email18 Sep · 09:14
Viewed18 Sep · 14:02
Viewed again19 Sep · 08:47
RepliedAccepted19 Sep · 09:15
“Happy with the 8.4 kWp system and the battery option.”
03

Questions about proposal generation

Under a minute, once the design is done. Truly one-click generation.

Get started

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