Free Solar Proposal Tool
Create professional, branded solar proposals in minutes. System design, payback analysis, financing comparisons, and e-signatures — all in one free tool.
Create Your Proposal
Enter your project details below to generate a professional solar proposal.
Ready to design solar projects
in minutes, not hours?
SurgePV combines AI-powered 3D roof modeling, bankable energy simulation, and white-label proposals in one platform. Used by solar installers to close deals faster.
What's Included in Your Proposal
Every proposal generated with SurgePV includes the data your customers need to say yes.
System Summary
Total system size, panel and inverter specs, annual production, and system efficiency.
Financial Analysis
Gross cost, incentives, net cost, payback period, 25-year savings, and IRR.
Financing Options
Side-by-side comparison of cash, loan, PPA, and lease options.
Production Chart
Month-by-month generation expectations for the full year.
Environmental Impact
CO2 offset, tree equivalents, and cars removed from the road annually.
Company Branding
Your logo, contact info, license number, and review links on every page.
Why Solar Professionals Choose SurgePV
Everything you need to close more deals, faster.
Fully Branded Proposals
Your company logo, brand colors, contact information, and license number appear on every page. Fully white-labeled.
Automatic Financial Analysis
Payback period, 25-year ROI, IRR, and financing comparisons calculated automatically from your system details.
E-Signature Ready
Send proposals via a secure shareable link. Customers can review and sign on any device — desktop, tablet, or mobile.
How It Works
From branding to signed proposal in five steps.
Enter Company Branding
Upload your logo, set brand colors, and add contact info and license number. One-time setup that carries across all future proposals.
Add System Details
Input system size, panel model, inverter, property address, and roof type. The tool does the rest.
Automatic Calculations
Production, savings, payback period, IRR, and CO2 offset are calculated instantly based on your inputs and location data.
Choose Financing Options
Select which financing options to display — cash, loan, PPA, or lease. Show side-by-side comparisons in one document.
Send & Get Signed
Share a secure link or download as PDF. Customers review on any device and sign electronically. You get notified instantly.
Built for Every Solar Professional
Solar Sales Representatives
Generate proposals during or immediately after site visits. Faster turnaround means higher close rates.
Installation Companies
Standardize proposal quality across your entire sales team. Consistent branding, accurate data, every time.
Solar Consultants & Brokers
Present multiple financing options in a single professional document. Help homeowners compare and decide.
Calculation Methodology
Transparent formulas behind every number in your proposal.
Annual Energy Production
System Size (kW) × Peak Sun Hours × 365 × Efficiency (%) Uses location-specific peak sun hour data and accounts for system losses including temperature, shading, and inverter efficiency.
Simple Payback Period
Net System Cost ($) ÷ Year 1 Annual Savings ($/yr) Net cost after federal ITC, state incentives, and utility rebates divided by first-year electricity savings.
25-Year Savings
3% annual rate escalation · 0.5% panel degradation Accounts for rising utility rates over time while factoring in gradual panel degradation for realistic projections.
CO2 Offset
Annual kWh × 0.386 kg CO2/kWh Based on the US national grid average emissions factor. Converted to tree equivalents and cars removed annually.
Pro Tips for Better Proposals
Always include financing comparisons
Proposals with side-by-side financing options close 3x faster than single-option proposals. Let homeowners see all their options.
Add environmental impact data
CO2 savings and tree equivalents create emotional connection beyond the financial numbers. It matters to homeowners.
Keep proposals under 10 pages
Concise proposals get read. Long ones get skimmed. Focus on the numbers that matter most to your customer.
Follow up within 24 hours
Proposals delivered within 1 hour of a site visit close at significantly higher rates than delayed proposals. Speed wins deals.
Frequently Asked Questions
What should a solar proposal include?
A complete solar proposal should include a cover page, system design summary, energy production estimate, financial analysis (payback, ROI, IRR), financing comparisons (cash, loan, PPA, lease), environmental impact, warranty information, company credentials, e-signature block, and next steps.
How long does it take to create a proposal?
Most solar professionals create complete proposals in under 5 minutes once branding is saved. First-time setup including logo and company details takes an additional 2-3 minutes.
Can I brand proposals with my company logo?
Yes. Proposals are fully white-labeled with your company logo, brand colors, contact information, and license number on every page. Your customers see your brand, not ours.
Does SurgePV support e-signatures?
Yes. SurgePV supports legally binding e-signatures via secure shareable links. Customers can sign proposals on any device — desktop, tablet, or mobile. You get notified the moment they sign.
Can I include multiple financing options?
Yes. You can include side-by-side comparisons of cash purchase, loan, PPA, and lease options in a single proposal document. Proposals with multiple financing options close 3x faster than single-option proposals.
Is the solar proposal tool free?
A free trial is available with full access to all proposal features. Full ongoing access requires a paid SurgePV subscription. No credit card is required to start your trial.
How do I send proposals to customers?
You can send proposals via a secure shareable link (recommended — allows tracking when the customer opens it), as a PDF download attached to an email, or present it in person during a meeting.
Related Tools
Need More Than a Proposal Tool?
SurgePV combines solar design, financial analysis, and proposals into one integrated platform. Design, simulate, and close — all without switching tools.
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