Solar Proposal Software That Closes Before You Leave the Driveway
Build solar proposals with system options, adders, and financing on a tablet at the customer's home. Present monthly payment options, collect e-signature, and hand off to install — without re-entering a single line of data.
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Built for How Solar Sales Actually Works
System + adders in one proposal
Build proposals with system tiers, battery storage, EV chargers, and any other adder your team sells. The total and financing recalculate instantly as reps configure the job.
Financing at the point of sale
Connect GoodLeap, Mosaic, Sunlight, and other lenders directly inside the proposal. Customers see monthly payments for each option — not a lump sum that sends them to Google.
E-signature on any device
Collect customer signatures on a tablet, phone, or laptop — in the driveway, at the kitchen table, or via a sent link. No printing, no PDFs, no follow-up.
Signed to install, no gaps
When a customer signs, every detail flows directly into project management — system specs, adders, customer info, financing status. Operations has a ready-to-permit project instantly.
One Tool for the Full Sales Process — Not Just the Document
Most solar proposal tools stop at the PDF. EasyQuote connects the proposal to your pipeline, your financing partners, and your installation workflow — so a signed proposal becomes a tracked project without anyone touching a keyboard.
Your sales manager sees the close in the pipeline the moment the customer signs. Your ops team sees a ready-to-permit project with all specs intact. No handoff email, no re-entry, no dropped details.
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Adders, Options, and Financing — Configured by You, Presented by Your Reps
Your ops team or sales manager controls the price catalog — system packages, adder pricing, financing partners. Reps build from that catalog, not a blank spreadsheet.
Every proposal your team builds reflects your current pricing. No outdated PDFs, no reps quoting off-catalog. And when prices change, the update happens once — not across 40 individual documents.
Book a DemoEasyQuote is the right fit if:
Built for solar installers who run a direct sales process — D2D, inbound, or both — and need proposals that close on the first visit.
Talk to the TeamYour reps present proposals on-site and close rates are a business priority
You sell solar with adders — batteries, EV chargers, MPU
Financing is how most of your customers pay
You want proposals, pipeline, and project management connected
Your ops team loses time re-entering data from closed deals
You also do roofing or HVAC and want one platform for all trades
Common Questions About Solar Proposal Software
What is solar proposal software?
Solar proposal software lets reps build accurate solar proposals at the customer's home — with system sizing, product options, financing, and e-signature — and close on the first visit. The best solar proposal tools connect to your CRM and project management so signed jobs flow into operations without manual re-entry.
How is solar proposal software different from solar design tools?
Solar design tools like Aurora Solar and OpenSolar generate system designs and permit-ready drawings. Solar proposal software handles the sales workflow — building a customer-facing proposal with pricing, financing options, and e-signature. Many solar teams use a design tool for permit drawings and a proposal tool like SubcontractorHub EasyQuote for the sales close and post-sale operations workflow.
What should solar proposal software include?
Look for: a configurable system and adder catalog your team controls, good-better-best system tiers, embedded financing with multiple lender options, e-signature collection on any device, automatic handoff to project management when a job closes, and rep performance dashboards. Financing integration is especially critical for solar — reps need to present monthly payment options inline and submit applications without switching apps.
Can solar proposal software handle door-to-door and inbound sales?
Yes. SubcontractorHub EasyQuote works for any solar sales motion — D2D canvassing, inbound web leads, or referrals. The proposal builder works from any device on any connection, and the pipeline tracks every lead from any source in the same view so managers see the full picture regardless of how the lead came in.
Does SubcontractorHub solar proposal software support adders?
Yes. EasyQuote supports battery storage, panel upgrades, EV chargers, MPU, roof repairs, and any other adder your team sells. Reps can add or remove adders during the proposal and the total recalculates instantly. Financing options update in real time as adders are selected so customers always see accurate monthly payment estimates.
Ready to Close More Solar Jobs on the First Visit?
Book a demo and see how EasyQuote connects solar proposals, financing, and project management in one platform built for installers.
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