GITNUXSOFTWARE ADVICE
Environment EnergyTop 10 Best Solar Quoting Software of 2026
Ranking of top solar quoting software for installers and sales teams, with feature tradeoffs for Roofr, Pylon, Sunbase, plus Scanifly and Solargraf.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Roofr is the best fit for installers who need high-throughput residential quoting with proposal automation and CRM sync, whereas SolarProof suits teams in Australia that want consistent, repeatable proposal documents generated from standard roof and system inputs.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Roofr
Automated proposal document generation that updates when design and financial assumptions change.
Built for fits when installers need high-throughput residential quoting with proposal automation and CRM synchronization..
Pylon
Editor pickDocument generation tied to a maintained project record, so proposal versions stay consistent during design iteration.
Built for fits when sales teams need governed, repeatable proposal updates from design changes..
Sunbase
Editor pickDeal-stage workflow automation that routes quote status changes to assignments and follow-up tasks.
Built for fits when installer sales teams need quoting plus controlled internal handoffs without custom pipeline engineering..
Comparison Table
Roofr
SMBRoofing sales software with measurement, estimating, proposals, and solar workflow support.
Automated proposal document generation that updates when design and financial assumptions change.
Roofr supports end-to-end quoting for residential and light commercial projects by structuring inputs from roof and system parameters into a customer-facing proposal package. The tool is built around rapid iteration for sales presentations, where changing module counts, incentives assumptions, or system configurations updates the generated proposal artifacts. Integration depth matters most with Roofr’s API and CRM connectors, which are used to push quote data downstream and to keep sales records synchronized.
A tradeoff appears when projects require very specific electrical engineering outputs or deep custom permitting package structure beyond Roofr’s proposal outputs. Roofr is most effective for teams that standardize assumptions across opportunities and need consistent proposal generation throughput for many leads.
- +Fast proposal generation from standardized design inputs
- +Proposal outputs align with sales review and internal handoff workflows
- +API supports automation to sync quotes with external systems
- +Configurable assumptions keep scenario updates repeatable
- –Advanced engineering artifacts may require extra external tooling
- –Custom proposal formatting can demand careful configuration discipline
Solar sales teams
Rapid quote iteration during customer meetings
Shorter time from changes to proposals
Operations and RevOps teams
Quote data synchronization with CRM
Cleaner pipeline reporting and fewer manual updates
Show 1 more scenario
Install teams
Standardized quoting for many similar roofs
Higher throughput across new leads
Teams keep consistent configuration assumptions and reuse designs to speed up production estimates and proposal creation.
Best for: Fits when installers need high-throughput residential quoting with proposal automation and CRM synchronization.
Pylon
SMBSolar design and proposal platform targeting Australian and emerging markets.
Document generation tied to a maintained project record, so proposal versions stay consistent during design iteration.
Pylon fits installer and sales organizations that need quoting outputs tied to a structured project record instead of one-off PDFs. The core flow centers on building a design package, generating proposal documents, and keeping project details consistent across versions. Integration work matters in day-to-day usage, because quoting often has to align with CRM records and internal project trackers.
A key tradeoff is that Pylon’s value depends on how well teams standardize their proposal templates and data capture steps. Teams that run frequent project variants can use Pylon to reduce manual rework, but setups that skip governance will still produce inconsistent proposals. The strongest fit is a sales team that needs controlled iteration from design changes to proposal updates without re-entering assumptions.
- +Structured project-to-proposal workflow reduces manual quote rework
- +Template-driven proposal generation supports repeatable sales packaging
- +Change propagation keeps proposal assumptions aligned with design updates
- +Integration options support syncing quote context with sales systems
- –Good outcomes depend on disciplined template and data standardization
- –Deep electrical details can require careful configuration across templates
Sales operations teams
Standardize proposal templates across regions
Fewer inconsistent quote versions
Installer engineering teams
Iterate designs without re-entry
Faster proposal turnaround
Show 1 more scenario
Quote desk managers
Quality control on proposal packaging
Lower manual QA time
Standardized workflows help control what lands in proposals and reduce variation between estimators.
Best for: Fits when sales teams need governed, repeatable proposal updates from design changes.
Sunbase
SMBSolar proposal and design software for residential and commercial installers.
Deal-stage workflow automation that routes quote status changes to assignments and follow-up tasks.
Sunbase fits teams that want solar sales proposal software plus internal workflow tracking in one workspace instead of separate CRM and quoting tools. Quote creation centers on a guided build process that ties design outputs to proposal documents and downstream deal stages. Output coverage includes formatted PDFs and proposal content that can be reused across deals to reduce manual edits.
A key tradeoff is that Sunbase workflow rigor depends on consistent data entry for design inputs and deal status mapping, since automation triggers off those fields. Sunbase works well when a sales team needs structured review steps before proposals move to installation scheduling or permitting handoff.
- +Workflow status automation links proposals to downstream deal stages
- +Reusable quote templates reduce repeated PDF formatting work
- +Role-based controls restrict who can edit proposals and templates
- +Consistent document generation supports standardized customer handoffs
- –Automation accuracy depends on tight discipline in required field completion
- –Advanced design customization can be constrained by template-driven proposal structure
- –Complex multi-team processes require careful setup of roles and transitions
Solar sales operations teams
Standardize quotes across multiple reps
Fewer revision cycles
Installer account executives
Route proposals through approvals
Faster internal approvals
Show 2 more scenarios
Project managers
Coordinate post-quote handoff
Cleaner project intake
Deal stages connect proposal completion to internal planning tasks for installation execution.
Regional sales managers
Enforce quoting governance
Reduced off-standard quotes
Permissions and template controls limit changes to proposal structure by role.
Best for: Fits when installer sales teams need quoting plus controlled internal handoffs without custom pipeline engineering.
SolarProof
vertical specialistAustralian solar quoting and proposal generation software for residential installers.
Tight coupling between roof/system inputs and proposal-ready outputs that keeps revisions consistent across the sales cycle.
SolarProof is a solar quoting tool built for generating proposal documents from measured site inputs and PV design assumptions. The main workflow centers on roof and system modeling inputs that feed production estimates, proposal-ready outputs, and revision control across sales iterations.
SolarProof is typically used to standardize quoting for installers that need consistent calculations, document generation, and repeatable handoffs to proposal and customer review. Team usage is geared toward managing sales throughput while keeping design outputs aligned to selected configuration choices.
- +Proposal outputs stay tied to the same design inputs through the quoting workflow
- +Roof modeling inputs reduce manual rework when iterating on system configurations
- +Consistent document generation supports repeatable sales handoffs
- +Revision cycles are straightforward for designers and sales to coordinate changes
- –API integration and automation hooks are not as transparent as in top automation-first vendors
- –Advanced electrical work can require careful setup discipline to stay consistent
- –Deep customization of proposal layouts can be constrained by the template system
- –Shading and irradiance logic is only as accurate as the upstream measurements provided
Best for: Fits when installers need consistent proposal documents generated from repeatable roof and system inputs.
OpenSolar
vertical specialistCloud software for solar design, proposals, sales, and project management.
Proposal document generation driven by the same configured design inputs used for engineering calculations.
OpenSolar produces PV system designs and sales proposals from structured project inputs, then packages outputs for customer review. The workflow connects site data inputs with engineering calculations and proposal document generation, which reduces manual rework between design and quoting.
OpenSolar also supports collaboration patterns for sales and design handoffs, with configuration that keeps proposal outputs consistent across projects. API integration and automation support enable downstream systems to pull design outputs and sync customer and project context.
- +Ties design calculations to proposal generation in one configured workflow
- +API integration supports programmatic sync of project and output artifacts
- +Configurable quoting outputs reduce template drift across sales staff
- +Automation options support handoffs between design and customer-facing deliverables
- –Advanced configuration can require process discipline across teams
- –Engineering configuration choices may take time to standardize
- –Complex electrical variations can increase proposal iteration cycles
- –Some integrations may depend on custom mapping of fields and identifiers
Best for: Fits when quoting teams need consistent design-to-proposal automation with API-based integration to CRM and ops systems.
Aurora Solar
enterpriseSolar design and sales software with proposal and financial modeling tools.
Aurora Solar’s roof plane detection workflow that drives module layout and keeps proposal outputs synchronized during edits.
Aurora Solar is a solar quoting workflow built around rapid design, proposal generation, and handoff from sales to the rest of the project lifecycle. The tool focuses on PV system design inputs like roof planes, module layout, and energy yield modeling, then turns those results into customer-ready proposals with configurable outputs.
Aurora Solar also supports automation-oriented operations such as bulk project updates and integrations for downstream processes. The overall fit is strongest for teams that need consistent quote formatting across many deals while keeping iteration cycles short.
- +Fast roof modeling to proposal PDF within a single workflow
- +Energy yield modeling updates across design changes
- +Bulk project actions reduce admin time during high-volume quoting
- +Proposal outputs stay consistent with reusable configuration
- –Electrical detail depth can require external tools for edge cases
- –Automation depends on correct project setup and data hygiene
- –API integration coverage is strong for design artifacts
- –Per-deal edits can be slower when many constraints change together
Best for: Fits when sales teams need repeatable solar design-to-proposal output across many projects with controlled formatting.
PVcase
enterpriseSolar design software for site layouts, yield analysis, and engineering workflows.
Coupled design-to-PDF proposal generation keeps yield assumptions and layout outputs synchronized per project.
PVcase is a solar quoting workflow built around quick PV system design and proposal generation for installer sales teams. It focuses on translating roof and site inputs into energy yield outputs and then into client-facing documents like PDFs suitable for proposal use.
PVcase also supports multi-site quoting workflows aimed at repeated sales motions rather than one-off design projects. The product’s differentiator is how tightly design, yield modeling assumptions, and proposal document assembly stay coupled for speed.
- +Fast path from site inputs to proposal-ready PDF output
- +Consistent energy yield modeling assumptions across repeat quotes
- +Workflow supports multi-project sales activity without redoing templates
- +Includes electrical and layout outputs needed for standard installer handoffs
- –Automation depth depends on integration rather than built-in API tooling
- –Shade and roof geometry behavior needs careful input QA for accuracy
- –Export formats beyond PDF can be limited for CAD-heavy internal workflows
- –Complex electrical design branches may require add-on processes
Best for: Fits when sales teams need repeatable PV design and proposal PDFs with tight workflow coupling.
Scanifly
vertical specialistSolar surveying, design, estimating, and sales software using drone and site data.
Revision-linked proposal document generation that keeps sales PDFs aligned with design changes.
Scanifly targets solar quoting workflows with configurable proposal generation, engineering outputs, and installer-facing document delivery. The workflow centers on translating design inputs into customer-ready PDFs while keeping project records organized for iteration.
Scanifly also focuses on automation around project lifecycles, including versioning and proposal updates as inputs change. For teams that must coordinate sales proposals with engineering assumptions, Scanifly provides a structured process rather than a collection of disconnected calculators.
- +Proposal PDF generation is tied to project revisions for controlled updates
- +Configuration-driven workflows reduce manual rework during quoting iterations
- +Project recordkeeping supports recurring proposals across the same customer
- +Document outputs fit installer sales handoffs without extra formatting steps
- –Electrical workflow depth is less granular than tools built for detailed engineering
- –Limited visibility into intermediate calculation assumptions can slow back-and-forth
Best for: Fits when install teams need repeatable proposal generation tied to evolving project inputs.
SolarNexus
SMBSolar business management software covering leads, proposals, projects, and operations.
Project-linked proposal generation keeps customer documents aligned with the latest PV system configuration.
SolarNexus generates solar design packages from structured project inputs and produces customer-facing proposal outputs tied to the same configuration. The workflow supports system modeling outputs such as production estimate and proposal document generation, so sales collateral stays consistent with the underlying design. Built-for-iteration controls help teams run revisions across a project without rebuilding layouts from scratch.
- +Ties design inputs to proposal outputs to reduce document drift during revisions
- +Supports production estimate modeling for installer sales discussions
- +Revision workflow keeps a single project configuration as work progresses
- +Exports proposal-ready documents in a sales-friendly format
- –Shade analysis depth is limited compared with tools that offer advanced mesh modeling
- –API and automation surface is not as transparent as in more developer-first products
- –Electrical detail depth can require manual attention for complex interconnection edge cases
- –Collaboration and admin governance controls are less granular than enterprise quoting systems
Best for: Fits when installer teams need consistent proposal document generation tied to iterative PV production modeling.
SolarEdge Designer
vertical specialistPV system design and proposal tool integrated with SolarEdge hardware ecosystems.
SolarEdge Designer’s electrical configuration outputs stay tightly coupled to SolarEdge string and inverter modeling, reducing mismatch edits.
SolarEdge Designer is a PV system design and quoting workspace that keeps workflows aligned to SolarEdge hardware constraints while producing proposal-ready deliverables. Core capabilities include module and inverter layout modeling, energy yield calculation, and report generation that can be used in customer proposals and internal review.
Design outputs support common proposal artifacts such as PDFs and system single-line diagrams tied to the modeled electrical configuration. The product’s value shows up most when projects follow SolarEdge component choices and when teams want repeatable design-to-document outputs with fewer manual edits.
- +Consistent SolarEdge-centric design flow from layout to electrical outputs
- +Generates proposal PDFs and diagrams tied to the modeled system configuration
- +Handles string and inverter matching logic within the SolarEdge design workflow
- +Centralizes assumptions that reduce rework across proposal iterations
- –SolarEdge hardware orientation can add friction for mixed-vendor designs
- –Automation depth depends on external integration for CRM and proposal tracking
- –Advanced roof geometry inputs still require disciplined upstream data handling
- –Permitting package generation is limited to document exports instead of guided compliance
Best for: Fits when installer teams sell primarily SolarEdge component systems and need consistent design-to-proposal documents.
Conclusion
After evaluating 10 environment energy, Roofr stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right solar quoting software
Solar quoting software for installers turns PV system design inputs into customer-ready proposal documents and keeps those outputs synchronized during design changes. This buyer’s guide covers Roofr, Pylon, Sunbase, SolarProof, OpenSolar, Aurora Solar, PVcase, Scanifly, SolarNexus, and SolarEdge Designer with emphasis on how proposals are generated, governed, and updated.
Across these tools, the practical differences show up in workflow automation tied to maintained project records, revision-linked proposal generation, and the clarity of API and integration surfaces for CRM and internal handoff. The guide also maps tradeoffs between standardized template-driven proposal packaging and engineering-depth electrical coverage that can force additional setup discipline.
Solar quoting software that generates proposals from PV design data and keeps revisions aligned
Solar quoting software automates the production of sales proposal PDFs and related deliverables from configured solar design work, so revisions in the project do not create mismatched customer documents. Roofr and OpenSolar both focus on driving proposal document generation from the same configured design inputs used for engineering calculations.
In tools like Pylon and Sunbase, the emphasis shifts toward governed workflows where project or deal-stage changes route to repeatable proposal updates and internal follow-up tasks. Across the category, the deciding factors are how revision tracking is linked to proposal outputs, how deep electrical configuration and yield assumptions stay consistent, and how transparent the automation and API surface is for integrating quoting into sales and ops systems.
Proposal sync mechanics, workflow governance, and integration surfaces
Solar quoting software wins when proposal PDFs and diagrams stay locked to the same configured design inputs used for PV system design and electrical calculations. The key feature signal is whether revisions propagate through a maintained project record or a revision-linked proposal generator, so customer documents do not drift during iterations.
The next deciding layer is workflow governance for sales and internal handoff. Tools that connect quote status changes to deal stages or route proposal updates into repeatable packaging reduce rework and align who does what after each design change.
Design-to-proposal coupling with revision linkage
Roofr generates proposal documents from standardized design inputs and updates the outputs when design and financial assumptions change. Scanifly ties proposal PDFs to project revisions so sales documents track evolving project inputs without manual re-alignment.
Maintained project records and governed proposal updates
Pylon maintains a structured project-to-proposal workflow so proposal versions remain consistent during design iteration. SolarNexus links proposal generation to the latest PV system configuration so customer documents stay aligned during iterative production modeling.
Deal-stage and quote status automation
Sunbase automates deal-stage workflow so quote status changes route to assignments and follow-up tasks. SolarProof focuses on tight coupling between roof and system inputs and proposal-ready outputs so revisions remain consistent across the sales cycle.
API integration and automation surface for CRM and ops
OpenSolar supports API-based integration so project and output artifacts can sync programmatically with CRM and operations systems. SolarEdge Designer generates proposal PDFs and diagrams tied to the modeled system configuration, and its automation depth for CRM and proposal tracking relies on external integration.
Roof modeling and proposal synchronization workflows
Aurora Solar uses a roof plane detection workflow that drives module layout and keeps proposal outputs synchronized during edits. SolarProof uses roof modeling inputs to reduce manual rework when iterating on system configurations.
Workflow depth for electrical configuration and edge cases
SolarEdge Designer keeps its electrical configuration outputs tightly coupled to SolarEdge string and inverter modeling, which reduces mismatch edits in SolarEdge-centric deployments. Aurora Solar can require external tools for electrical detail edge cases, which matters when proposals depend on granular electrical artifacts.
Pick a quoting workflow philosophy, then validate sync, governance, and integration
The first fork is whether proposal generation is anchored to maintained design inputs that drive engineering and sales outputs in one configured workflow. Roofr and OpenSolar emphasize that shared configuration path, while Scanifly and Pylon emphasize that proposal versions remain consistent through revision-linked or governed project records.
The second fork is how internal control happens after a quote is created. Sunbase routes quote status changes into deal-stage assignments, while Pylon and Roofr concentrate on structured proposal regeneration so teams can keep packaging consistent as design assumptions change.
Select the revision alignment model
Choose Roofr when standardized design inputs must regenerate proposals and keep proposal outputs aligned with sales review and internal handoff workflows. Choose Scanifly when revision-linked proposal document generation is the control point that keeps sales PDFs aligned with project changes.
Choose governance around project records versus deal-stage routing
Choose Pylon when repeatable proposal updates must be governed by a maintained project record that reduces quote rework during design iteration. Choose Sunbase when quote status changes must trigger assignments and follow-up tasks through deal-stage workflow automation.
Validate integration depth against CRM and ops requirements
Choose OpenSolar when API integration needs to sync project and output artifacts with CRM and operations systems programmatically. Choose SolarEdge Designer when the workflow can stay SolarEdge-centric and external integration can handle CRM and proposal tracking.
Confirm roof modeling throughput and edit synchronization expectations
Choose Aurora Solar when roof plane detection must drive module layout and keep proposal outputs synchronized during edits at high project volume. Choose SolarProof when consistent proposal documents must be generated from repeatable roof and system inputs with revisions staying consistent across the sales cycle.
Stress-test electrical depth for your hardest project types
Choose SolarEdge Designer when consistent SolarEdge-centric design flow reduces mismatch edits from layout to electrical outputs. Choose Aurora Solar when electrical detail coverage can rely on external tools for edge cases and those edge cases can be identified early.
Who should evaluate each quoting pattern
Solar quoting software fits teams where PV system design inputs and customer-facing proposal PDFs must stay consistent during revision cycles. The fit improves further when the workflow matches the way sales and operations teams track deals, approvals, and handoffs.
Different tools emphasize different control points, such as revision-linked proposal generation, governed project records, or quote status automation tied to deal stages.
High-throughput residential installers that standardize proposal packaging
Roofr supports fast proposal generation from standardized design inputs and keeps proposal outputs aligned with sales review and internal handoff workflows. This pattern reduces manual PDF rework when daily design iterations are frequent.
Sales teams that require repeatable proposal updates from disciplined templates and project records
Pylon reduces manual quote rework with a structured project-to-proposal workflow that keeps proposal versions consistent during design iteration. This fit aligns with teams that can enforce template and data standardization.
Installer sales orgs that run deal-stage follow-up through quote lifecycle events
Sunbase routes quote status changes to assignments and follow-up tasks, which connects quoting to operational execution. This fit works when internal handoffs depend on stage updates rather than only regenerated PDFs.
Teams using SolarEdge-centric hardware stacks for proposals and diagrams
SolarEdge Designer keeps electrical configuration outputs tightly coupled to SolarEdge string and inverter modeling. This reduces mismatch edits for mixed-vendor edge cases only when the deployment stays mostly SolarEdge.
Design workflows that depend on roof plane detection to drive module layout at scale
Aurora Solar’s roof plane detection workflow drives module layout and keeps proposal outputs synchronized during edits. This fit matches teams that treat roof modeling as a primary driver of quote readiness.
Common failure modes in solar quoting workflows
Quoting breakdowns usually happen when proposal generation is treated as a formatting task rather than a synchronized output of configured design inputs. Another recurring issue is skipping governance checks on templates, required fields, and revision linkage, which leads to document drift.
Automation also fails when internal data hygiene does not match what the workflow requires, especially when routing quote status updates into assignments.
Assuming proposal PDFs will match design updates without revision-aware regeneration
Prefer Roofr or OpenSolar workflows where proposal generation is tied to the same configured design inputs used for engineering calculations. Avoid manual PDF edits that break the design-to-proposal coupling model.
Using template-driven quoting without enforcing required fields
Sunbase automation accuracy depends on tight discipline in required field completion, so missing fields directly corrupt routing to assignments and follow-up tasks. Train sales and ops teams to complete the minimum set of fields before quote status changes.
Overestimating electrical edge-case coverage without an external tool plan
Aurora Solar can require external tools for electrical detail edge cases, so those cases need identification before quoting volume grows. SolarEdge Designer can also create friction for mixed-vendor designs when SolarEdge hardware orientation is not compatible with the sales standard.
Under-scoping integration work for CRM and internal handoff tracking
OpenSolar emphasizes API integration for programmatic sync of project and output artifacts, which reduces manual export steps. SolarEdge Designer’s automation depth for CRM and proposal tracking depends on external integration, so CRM requirements must be validated during implementation planning.
Treating proposal governance as optional when multiple people edit designs
Pylon and SolarNexus both tie proposal updates to a maintained project or project-linked generation model, which only works when teams operate within the governed workflow. Establish update ownership so revisions occur through the configured workflow rather than parallel edits.
How We Selected and Ranked These Tools
We evaluated Roofr, Pylon, Sunbase, SolarProof, OpenSolar, Aurora Solar, PVcase, Scanifly, SolarNexus, and SolarEdge Designer using feature coverage for proposal generation sync, measured usability for residential quoting throughput, and governance fit for sales-to-ops handoff. Features counted for 40% of the score, ease counted for 30%, and value counted for 30% to reflect how quickly teams can ship consistent proposal documents without excessive manual rework.
Roofr ranked highest because automated proposal document generation updates when design and financial assumptions change, which directly protects proposal-to-design alignment during iteration. The scoring also reflected how consistently each tool ties proposal outputs to maintained project records or revision-linked workflows, since that alignment is the core operational requirement for solar quoting software.
Frequently Asked Questions About solar quoting software
How does Roofr keep proposals synchronized when design and financing assumptions change?
Which tool enforces repeatable proposal versions during an active design iteration cycle?
When do deal-stage workflow automation features matter more than PDF-only proposal generation?
What breaks if a quoting workflow cannot pull design outputs into other business systems via API integration?
Where does each tool handle administrative controls for templates, roles, and user permissions?
How do Scanifly and SolarNexus differ in managing revisions across the same project record?
Which tool’s workflow is best suited for speed when sales teams need repeatable PDFs from consistent modeling assumptions?
Which integration pattern is most relevant for sales teams that need tight handoff between design and proposal artifacts?
What tradeoff appears when a design-and-quote workflow is constrained to a specific hardware ecosystem like SolarEdge?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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