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Environment EnergyTop 9 Best Solar Sales Proposal Software of 2026
Top solar sales proposal software options for sales teams, comparing tools like Proposify and OpenSolar for faster quoting and document control.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
AI search agents find sources, extract figures with provenance, and aggregate written reviews. They also transcribe video reviews and podcasts.
Framework: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Proposify is the best pick for solar sales teams that need governed, component-based proposals because conditional sections stay properly formatted while approval and e-signature steps rely on consistent structure; OpenSolar is the solid alternative for installers who want revision-tracked proposals that move cleanly into signature-ready handoff.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Proposify
Governed, component-driven proposal templates with conditional sections that adapt per customer without reformatting the whole document.
Best for: Fits when solar sales teams need governed, interactive proposals with fewer manual edits and structured approval flow.
OpenSolar
Editor pickDocument builder that ties proposal content to tracked proposal revisions for consistent electronic signature workflows.
Best for: Fits when solar installers need template-driven proposals with revision tracking and signable handoff.
Scanifly
Editor pickDrone-to-design workflow converts aerial imagery into a measured 3D solar model with editable roof planes and obstructions.
Best for: Fits when residential solar teams need measured 3D site capture connected to sales and design workflows.
Comparison Table
Proposify
SMBProposal software for creating branded sales documents, approvals, and electronic signatures.
Governed, component-driven proposal templates with conditional sections that adapt per customer without reformatting the whole document.
Proposify organizes solar proposal creation around reusable proposal components and a governed proposal workflow, which differentiates it from document-first editors. It supports interactive proposal formatting, conditional content, and e-signature handoff so proposals can move from configuration to approval with fewer manual steps.
Solar teams can generate customer-ready proposal documents while keeping branding, fields, and version control consistent across sales reps. Design output depends on connected design and quote inputs, since Proposify focuses on proposal composition and publication rather than full system engineering.
- +Component-based proposal templates reduce formatting drift across reps
- +Conditional content supports different customer cases in one proposal
- +Field governance keeps customer data consistent in generated proposals
- +Built-in e-signature workflow supports fast proposal-to-contract handoff
- –Does not replace solar design engines for shading, yield, or electrical layout
- –Complex conditional logic can require careful template maintenance
- –Automation depends on integrations for CRM synchronization and data pull
- –Advanced publishing layouts may be slower for highly customized proposal pages
Solar sales reps
Assemble repeat proposals from approved templates
Faster drafting with consistency
Sales and pre-sales teams
Review proposal content before prospect sends
Stronger approval and oversight
Show 2 more scenarios
Sales leadership
Verify approved messaging across proposals
Reduced versioning mistakes
Confirm branded fields and version control stay aligned while proposals move to e-signature.
Business development teams
Prioritize follow-up using engagement signals
Follow-up aligned to interest
Use recipient viewing and acceptance activity to decide which leads need outreach next.
Best for: Fits when solar sales teams need governed, interactive proposals with fewer manual edits and structured approval flow.
OpenSolar
vertical specialistSolar design and sales software with proposals, project management, and installer workflows.
Document builder that ties proposal content to tracked proposal revisions for consistent electronic signature workflows.
OpenSolar is designed for creating photovoltaic system proposals that translate design inputs into customer-ready documents. It supports solar proposal templates and proposal-to-contract workflows that track revisions from initial sales presentation to signed agreement.
OpenSolar also connects proposal content to ongoing CRM processes and helps standardize savings assumptions used in payback and cash-flow projections. For teams managing many roof variants and hardware configurations, it centralizes the proposal build so sales and design stay aligned.
- +Proposal templates that keep photovoltaic system proposal formatting consistent
- +Workflow support for moving proposals from draft to electronic signature-ready status
- +Hardware and electrical sections reduce manual rework during proposal iterations
- +CRM integration reduces copy-and-paste between deal records and proposal content
- –Advanced proposal customization requires template discipline across teams
- –Automation depth depends on add-ons rather than core proposal editing
- –Complex shading and irradiance modeling detail may be limited for specialist deliverables
- –Large projects can slow when many roof layouts and configuration variants must be generated
Solar sales teams
Revise equipment and scope during negotiations
Clear quote revision trail
Solar sales administrators
Route approvals from proposal to project
Structured approval process
Show 2 more scenarios
Solar designers and analysts
Generate shading visuals from site models
Customer-ready shading reports
Use mapped roof geometry and modeled obstructions to produce site-specific shading evidence for review.
Commercial solar design teams
Assemble preliminary packages for large sites
Coordinated project package
Model varied installations and produce system layouts with production estimates and proposal documents.
Best for: Fits when solar installers need template-driven proposals with revision tracking and signable handoff.
Scanifly
vertical specialistSolar software combining drone-based site surveys, design, sales proposals, and project data.
Drone-to-design workflow converts aerial imagery into a measured 3D solar model with editable roof planes and obstructions.
Scanifly's drone workflow creates a measured 3D model from aerial imagery and supports site assessment reports with roof measurements, obstruction locations, and capture evidence. Designers can run shading analysis, arrange modules across roof planes, size equipment, and produce a roof layout from the same project.
Compared with proposal-only software, Scanifly requires more field capture and design training. Full 3D accuracy depends on suitable imagery and consistent operator procedures. A residential installer can use Scanifly during a site visit to validate roof geometry before presenting system options and financial estimates.
- +Drone-assisted 3D capture records roof geometry and obstructions for design work.
- +Mobile field workflows reduce measurement re-entry after site visits.
- +Customer presentations show system placement and financial assumptions.
- +Shared project data connects field capture, design, and sales activity.
- –Full value depends on drone capture quality, operator training, and consistent field procedures.
- –Complex electrical configurations may require specialist review.
- –Teams seeking only quick proposals may find the 3D workflow excessive.
- –Integration coverage varies across CRM and design ecosystems.
Residential solar sales teams
Drone survey before proposal
Fewer measurement disputes
Solar design departments
Field-to-office engineering handoff
Less duplicate drafting
Show 1 more scenario
Solar operations managers
Standardized remote site capture
More consistent project intake
Managers establish repeatable survey procedures across sales representatives and installation territories.
Best for: Fits when residential solar teams need measured 3D site capture connected to sales and design workflows.
Aurora Solar
enterpriseSolar design and sales software that creates system layouts, proposals, and financial presentations.
AI-assisted aerial imagery modeling converts roof geometry into editable 3D designs before equipment placement and customer presentation.
Aurora Solar begins with aerial imagery and editable 3D roof models that let designers place modules, inverters, and batteries against measured roof geometry. Shading analysis and production modeling provide technical evidence for customer presentations. AutoDesigner applies configured design rules across multiple equipment layouts, reducing repetitive placement work.
- +AI-assisted 3D modeling reduces initial drawing time from aerial imagery.
- +AutoDesigner applies configured design rules across multiple equipment layouts.
- +Proposal pages combine system visuals, savings, financing, and e-signature.
- +Salesforce integration and API access support connected sales operations.
- –Manual corrections remain necessary for complex roof geometry and unusual obstructions.
- –Advanced battery scenarios can require engineering review outside the sales workflow.
- –Large teams need governance for templates, equipment libraries, and approval practices.
- –Feature depth creates a steeper onboarding curve for new designers.
Residential solar sales teams
Remote roof assessment and proposals
Faster qualified proposals
Commercial solar designers
Multi-array system modeling
Consistent preliminary designs
Show 2 more scenarios
Sales operations administrators
CRM-connected proposal workflows
Fewer duplicate records
Salesforce integration and API access connect design records with established lead and customer processes.
Solar sales consultants
Interactive customer presentations
Clearer customer decisions
Three-dimensional visuals and financial assumptions give consultants concrete material for homeowner discussions.
Best for: Fits when sales teams need aerial design, detailed system modeling, and integrated proposal workflows.
SolarEdge Designer
vertical specialistPV design and proposal tool from SolarEdge for inverter-based system planning.
Tight alignment between SolarEdge hardware selection and proposal document outputs, keeping layout and electrical details consistent.
SolarEdge Designer is a solar proposal design tool built around SolarEdge-specific project workflows, from roof or site layout through electrical outputs and proposal documents. It produces customer-facing photovoltaic system proposal materials that align with SolarEdge hardware selections, which reduces mismatch risk when teams already sell SolarEdge components.
- +SolarEdge-focused project workflow reduces component and document mismatches
- +Generates consistent proposal visuals from roof and panel layout inputs
- +Produces structured outputs suitable for homeowner presentation mode
- +Supports electrical configuration outputs like inverter sizing and stringing
- –Best fit depends on SolarEdge hardware selection and design assumptions
- –Cross-OEM proposal design flexibility is weaker than OEM-agnostic competitors
- –External automation depth is limited when compared with tools exposing APIs
- –Higher operational dependency on internal standards to keep proposals consistent
Solar sales and estimating teams
Generate proposal packages from system layouts
Consistent technical details in proposals
Residential installers and designers
Create repeatable roof module layouts
Consistent electrical configuration
Show 2 more scenarios
Commissioning and solar operations staff
Transfer design choices for commissioning setup
Better continuity into commissioning
Carries modeled equipment and configuration selections into SolarEdge monitoring and commissioning preparation materials.
Solar-plus-storage designers
Size batteries with PV and inverters
Storage aligned to PV system
Produces battery quantities and configurations alongside PV layouts using SolarEdge inverter compatibility requirements.
Best for: Fits when SolarEdge-centric sales teams need fast, consistent proposal design documents for homeowner review.
Solargraf
vertical specialistSolar sales software for remote design, proposals, financing, and customer approvals.
Proposal templates that automatically incorporate design-generated visuals into a customer-ready presentation layout.
Solargraf generates solar sales proposal documents that tie a photovoltaic design to customer-facing presentation pages. It supports creation and reuse of proposal templates for photovoltaic system proposals, including customer copy, assumptions, and design outputs.
- +Template-driven proposals keep customer language consistent across reps.
- +Design outputs can be pulled into proposal sections without rewriting.
- +Electronic signature workflow reduces handoff steps after PDF review.
- +Proposal packaging supports end-to-end conversion from estimate to sign.
- –Deep energy yield analysis inputs require external setup and export.
- –Advanced electrical artifacts can be limited to what design exports provide.
- –Review states and change history are not granular for team governance.
- –Integration depth depends on compatible design export formats.
Solar sales reps
Generate customer proposals from system designs
Faster proposal delivery
Solar designers and engineers
Export layouts and electrical docs into proposals
Less manual reformatting
Show 2 more scenarios
Sales managers
Standardize proposal templates across teams
More consistent proposals
Enables template creation and reuse with consistent assumptions and presentation content.
Installers and project coordinators
Send proposals for signing and track status
Quicker contract handoff
Supports electronic signature workflows so proposals move to signing without format changes.
Best for: Fits when solar sales teams need proposal document consistency tied to design exports, with signature included.
Pylon
vertical specialistSolar sales software for lead management, proposals, project tracking, and installer operations.
Design-linked proposal editing that preserves electrical scope alignment during customer revision rounds.
Pylon builds solar sales proposals around its design-to-document workflow for photovoltaic projects, with emphasis on translating model outputs into customer-ready materials. It supports interactive proposal edits that keep electrical scope items aligned with the underlying design, which reduces rework during revision cycles.
- +Proposal generation follows the design workflow to limit manual scope drift
- +Configurable proposal sections support repeatable customer-facing layouts
- +Revision cycles stay faster by retaining electrical and financial assumptions
- +Signature and status tracking supports end-to-end proposal handling
- –Advanced automation depends on integrations rather than native multi-step rules
- –Limited visibility into the exact data inputs behind savings assumptions
- –Export formats may require post-processing for strict internal templates
- –Complex multi-branch quote variants take governance discipline to maintain
Solar sales reps
Generate homeowner proposals from system design
Faster proposal creation
Solar project designers
Revise design and keep scope aligned
Reduced rework on updates
Show 2 more scenarios
Proposal managers
Standardize proposal sections across teams
Consistent documentation outputs
Uses configurable sections for system details, pricing assumptions, and internal handoff materials.
Sales operations teams
Track proposal to contract progress
Better deal visibility
Pairs document outputs with signatures and tracks status across the sales pipeline.
Best for: Fits when mid-market solar teams need repeatable proposal output driven by an integrated design workflow.
EnergyPal
vertical specialistSolar sales platform providing design, proposal, financing, and installer marketplace functions.
Proposal generation wired to a guided lead-to-design workflow, so assumptions update across the proposal and signature steps.
EnergyPal turns solar proposals into a guided design and presentation workflow built around its managed lead-to-design flow. The system generates proposal content from configured design inputs and supports proposal document preparation paired with an electronic signature workflow.
- +Guided proposal workflow reduces manual edits between design and sales stages
- +Electronic signature workflow supports proposal-to-contract handoff
- +Consistent proposal document generation from configured inputs
- +Tight focus on solar sales proposal output instead of generic document tooling
- –Advanced electrical engineering details can be limited versus design-first platforms
- –Custom proposal components can require workflow adaptation rather than simple template swaps
- –Deeper utility and interconnection scenario modeling depends on external data inputs
- –Tighter governance and role controls may not match enterprise admin needs
Solar sales reps
Create proposals from preset designs
Faster proposal turnaround
Sales managers
Standardize assumptions across proposals
Lower rework rate
Show 2 more scenarios
Solar design teams
Reduce handoff friction to sales
Cleaner handoff process
Captures design assumptions for consistent proposal preparation paired with signature-ready documents.
Contracting coordinators
Prepare proposals for signing
More signed proposals
Supports proposal document preparation with electronic signatures to move leads toward contracting.
Best for: Fits when solar sales teams need repeatable proposal production with signature handoff and minimal document rework.
ModSolar
vertical specialistSolar proposal platform for residential and commercial sales teams.
Modular proposal architecture lets administrators assemble reusable sections for different solar products, markets, and sales workflows.
Solar installers can use ModSolar to assemble branded proposals with system specifications, savings projections, financing disclosures, and customer information. The modular structure supports reusable templates for different markets, products, and sales scenarios. Customer-facing documents can be adapted to a company’s branding and sales process instead of relying on a fixed proposal layout.
- +Modular templates support consistent proposals across products, markets, and sales teams
- +Branded documents can combine system details, savings figures, financing, and customer information
- +Electronic signature workflow supports faster handoff from proposal approval to contracting
- +CRM integration can reduce repeated customer and project data entry
- –Detailed solar engineering analysis is not the product’s primary focus
- –Proposal accuracy depends on complete and reliable imported project data
- –Advanced template governance requires designated administrators
- –Public API depth is less prominent than the customer-facing proposal workflow
Residential solar installers
Standardized homeowner proposal creation
Consistent customer presentations
Multi-market solar companies
Regional proposal template management
Controlled regional customization
Show 1 more scenario
Solar sales operations teams
CRM-connected proposal production
Fewer manual data transfers
Customer and project information flows into proposals, reducing repeated entry during active sales cycles.
Best for: Fits when solar sales teams need branded, configurable proposals connected to existing customer records.
Conclusion
After evaluating 9 solar sales proposal software, Proposify 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.
Frequently Asked Questions About Solar Sales Proposal Software
Which tools generate proposal documents from design outputs instead of manual formatting?
How do these tools reduce rework when design assumptions change mid-deal?
When does a proposal platform need a revision-tracking workflow rather than a document editor?
Which products support electronic signature workflows tightly connected to proposal-to-contract stages?
What breaks if solar teams rely on proposal composition tools that do not include full engineering modeling?
How do integration and API capabilities change the way sales and design teams operate?
Which tools are better for teams that standardize branded proposal sections across multiple products and markets?
How do these platforms handle data migration when moving from existing estimate or proposal systems?
Which option is the better fit for SolarEdge-centric sales workflows with vendor-aligned outputs?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
How to Choose the Right Solar Sales Proposal Software
We focus on what separates solar sales proposal software in practice: whether your sales team can generate and revise proposal documents quickly and consistently without rework. The biggest difference usually shows up in proposal versioning, document fields mapping, and how well the system keeps pricing and savings assumptions aligned across edits.
Proposal versioning and revision history
Why it matters
Proposal versioning and revision history matter because solar quotes change often, and you need to know what changed between drafts. Without clear revisions, teams can resend the wrong numbers or terms to customers.
How to check
In a demo, create a proposal, save it, then change a core field (like system size or pricing) and resave. Ask to view the revision list and compare diffs or at least timestamps, authors, and what changed.
Field mapping to proposal outputs
Why it matters
Field mapping to proposal outputs matters because buyers need consistent placeholders from deal inputs to the final PDF. If the output pulls mismatched fields, you’ll catch errors late—after review and customer send.
How to check
Use a sample dataset and export a proposal PDF. Check that key fields (address, customer name, system highlights, and totals) match what you entered, and then update one input and regenerate to confirm only the intended sections change.
Assumption controls for savings and payback
Why it matters
Assumption controls for savings and payback matter because sales proposals often reuse assumptions across deals. When assumptions drift silently, teams end up defending inconsistent projections.
How to check
Ask how assumptions are stored and reused across proposals. Try changing one assumption (like utility rate or savings basis) at the proposal level and verify it updates all dependent sections, then check whether it can be separated per project or enforced by defaults.
Automatic recalculation triggers
Why it matters
Automatic recalculation triggers matter because solar proposal outputs depend on multiple inputs. If recalculation doesn’t fire reliably, proposals show stale totals after edits.
How to check
In the workflow, modify a value that should affect totals (system size or financing inputs, where applicable) and see whether the proposal recalculates on save/export. Confirm you can force a refresh and inspect which sections update.
Import and export for lead handoffs
Why it matters
Import and export for lead handoffs matters because solar sales rarely start from scratch. If the tool can’t bring in existing deal data cleanly, you’ll rebuild inputs or rely on manual copy/paste.
How to check
Ask for an example import (CSV or other format) that loads the minimum needed fields for a proposal. Complete a round-trip export and verify the regenerated proposal shows the same inputs, with clear mapping for any custom fields.
Approvals and audit trail for changes
Why it matters
Approvals and audit trail for changes matter when internal reviewers need confidence in what’s customer-ready. Without traceability, it’s hard to explain who changed figures and when.
How to check
Show a review/approval flow: submit a draft, make a change afterward, and export a proposal or view status. Ask for an audit trail that records changes tied to user and time.
Red flags
- No clear revision history or users can’t tell what changed.
- Regenerating a proposal doesn’t update dependent totals reliably.
- Imports leave fields unmapped so outputs look partially correct.
Fit by situation
- If our team resubmits quotes frequently during design updates, prioritize Proposal versioning and revision history.
- If we reuse deals and assumptions across many addresses, prioritize Assumption controls for savings and payback.
- If reps import lead data and then export PDFs for customers, prioritize Import and export for lead handoffs.
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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