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
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
Search agents gather the source set and the review record, including transcriptions of video reviews and podcasts.
Framework: Features 40% · Ease 30% · Value 30%
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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.
Best 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.
Best 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.
Best 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.
- +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.
- +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.
- +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.
- +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.
- +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.
- +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 solar quoting software, 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 differs most in how it turns project inputs into a repeatable quote workflow—especially around configuration, document output, and data handoff. We look for Automation and API surface and Quote document formats so your team can stay consistent from proposal to revisions.
Quote workflow configuration
Why it matters
Quote workflow configuration matters because crews quote differently by segment, customer type, and sales stage. If the workflow is hard to configure, revisions and exceptions can create mistakes.
How to check
In a demo, ask them to configure a quote flow with at least two stages (draft and final) and one custom field that changes the output. Then re-run the same project data and confirm the quotes update predictably.
Quote document formats
Why it matters
Quote document formats matter because your buyers expect specific layouts and versioning. When formats are limited, you end up exporting and editing outside the system.
How to check
Request a sample output for a solar project and check what formats they generate for each quote stage. Confirm you can include your branding elements and that the same data populates every section.
Consistent project data model
Why it matters
A consistent project data model reduces the risk that one revision changes some numbers but not others. This matters for solar quoting where assumptions travel across the quote.
How to check
Use an imported example project, change one assumption (like a module count input), and regenerate the quote. Verify the impacted sections update together and that historical snapshots remain traceable.
Automation and API surface
Why it matters
Automation and API surface affects whether quoting can connect to your existing tools without manual copy-paste. Deeper integration helps keep throughput steady during busy quoting periods.
How to check
Ask for documentation on the available API endpoints or automation triggers tied to creating and updating quotes. In the demo, show how a quote update occurs from an external system or import, not just from UI edits.
Audit log and version traceability
Why it matters
Audit log and version traceability matter because solar quotes change frequently and stakeholders ask why. Without a clear history, it’s hard to reconcile revisions with submitted documents.
How to check
After making a change, open the quote history and confirm you can see what changed and who made it. Ask whether the system records prior values and whether you can restore or reproduce a prior version.
Assumption management controls
Why it matters
Assumption management controls matter because solar quotes rely on inputs that vary by policy and customer. If assumptions aren’t controlled, different reps may generate inconsistent quotes for the same project type.
How to check
Ask to manage a reusable set of assumptions for two different project types and then generate quotes for both. Confirm you can lock approved defaults, track overrides, and show override reasons in the quote output.
Red flags
- Workflow changes require custom code for each quote type
- Document outputs don’t stay synced after edits
- Quote history shows timestamps but not what actually changed
Fit by situation
- If you quote across multiple customer types and stages, prioritize Quote workflow configuration.
- If your team needs branded deliverables in set layouts for every revision, prioritize Quote document formats.
- If you plan to connect quoting to other systems, prioritize Automation and API surface.
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.
Funding and competing interests
This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.
They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.
Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →
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