Best Solar Proposal Software in the US: 5 Tools Compared

A US residential sales team may want lender financing and a signed contract inside the proposal flow. Aurora Solar, Enerflo and OpenSolar document both on their own sites. Enerflo is available to US residential companies only. For commercial and storage proposals built on utility rate analysis, Energy Toolbase is the documented fit. It does not publish a current price. OpenSolar describes its core app as free of charge. But API Access and connectors cost extra from 16 April 2026. SurgePV fits teams that want design, financial modeling and proposals under one published per-user price. Pick by the situation below. Then check the vendor links.

This is a desk comparison of what each vendor publishes, checked October 2026. We have not run side-by-side tests.

Criteria used: financing inside the proposal, utility rate and incentive modeling, contracts and e-signature, proposal output, and published price.

Solargraf is not compared on this page. The site solargraf.com returned HTTP 403 to automated reads, including a headless browser, read October 2026. HTTP 403 means the site refused access. A headless browser is a web browser run by software.

Best Picks by Use Case

• Residential sales with lender financing in the proposal: Aurora Solar. Its pricing page lists integrated and custom financing with GoodLeap, Dividend, Mosaic and more. It also lists web and PDF proposals.
• A US residential company that wants sales, financing, contracts and install tracking in one system: Enerflo. Its site lists lender financing, Docflo contracts with e-signatures and an install tracker. It says it is not available outside the US.
• Commercial and storage proposals built on utility rates: Energy Toolbase. ETB Developer lists up-to-date utility rates, a storage simulation engine and incentive calculation.
• A free core app with design, single line diagrams and proposals: OpenSolar. It describes its core app as free of charge. API Access and connectors are charged from 16 April 2026. It also lists single line diagram templates for the US. A single line diagram (SLD) is a simple drawing of how the system is wired.
• Design, financial modeling and proposals under one published per-user price: SurgePV. Its pricing page lists proposal generation, and generation and financial analysis.

Comparison Table

Listed alphabetically. This is not a ranking. Pick by the situation above.

Tool	Best for	Price (checked October 2026)	Free or paid	Decisive scope fact
Aurora Solar	Residential sales with lender financing	Basic $135 per user per month billed annually ($1,620 per year); Premium $220 per user per month billed annually ($2,640 per year); Enterprise custom (aurorasolar.com)	Paid	Lists GoodLeap, Dividend and Mosaic financing and a utility rate database
Enerflo	US residential sales to install	Not published; a flat monthly subscription with unlimited users and deals, based on your average monthly volume, plus a one-time implementation fee and a 12-month minimum contract, amount on request (features, FAQ)	Paid	Available to US residential solar companies only
Energy Toolbase	Commercial and storage proposals	Not published for ETB Developer on the current pricing page; given on a demo call (energytoolbase.com). A May 2022 blog post gave $199 per user per month, which is stale	Paid	Utility rates, storage simulation and incentive calculation
OpenSolar	Free core app for installers	Core app described as free of charge (opensolar.com); API Access and connectors charged from 16 April 2026; Support US$500 and Customize US$1,350 per month, Enterprise custom (Enterprise Services)	Free core app; paid API Access, connectors and optional plans	Single line diagram templates for the US
SurgePV	Design to proposal in one subscription	$1,899 per user per year (1 user); $1,499 per user per year (3 seats); $1,299 per user per year (5 seats); see /pricing	Paid; guided demo, no self-serve trial	Roof modeling, layout, shading, yield, financial modeling and proposals

Prices are in US dollars as each vendor prints them. Taxes, discounts and plan limits change. Confirm them with the vendor before you buy.

Criteria Matrix

Each cell follows the vendor’s own page. “Documented” means a page we read names the function. “Partly” means the page names something narrower. “Not stated” means the pages listed in that entry did not say. The feature may still exist.

Tool	Financing in the proposal	Utility rates and incentives	Contracts and e-signature	Proposal output
Aurora Solar	Documented	Documented	Documented (Enterprise column)	Documented
Enerflo	Documented	Partly	Documented	Documented
Energy Toolbase	Partly	Documented	Partly	Documented
OpenSolar	Documented	Documented	Documented	Documented
SurgePV	Not stated	Not stated	Not stated	Documented

For SurgePV, “Not stated” means the facts used for this page (the product scope and the pricing page) do not list the function. It does not mean the function is absent. Confirm it in the demo.

Tool-by-Tool Comparison

Listed alphabetically. This is not a ranking. Pick by the situation above.

Aurora Solar

Aurora Solar sells a residential-focused design and sales platform. Its pricing page also lists North America and several Europe regions.

Best for: residential sales teams. They want lender financing, branded proposals and contracts in one sales flow.

Not the right choice if: you need more than one user or more than 50 projects per month without moving to Enterprise. The pricing page lists 1 user and 50 projects per month on Basic and Premium. Enterprise pricing is custom.

What the vendor documents: the pricing page lists tablet-friendly sales proposals on Basic. Its full feature list includes customizable proposal templates and custom branding. It lists pricing by price per watt, per component or flat fee. It lists adders, discounts and incentives. Adders are extra items added to the price. It lists a utility rate database. You can “Configure your own rates or use rates from Genability and Aurora”. It lists integrated and custom financing (“Access Goodleap, Dividend, Mosaic, and more”). It lists financing and energy bill comparisons. It lists web and PDF proposals and proposal activity tracking. It also lists Contract Manager and e-signature tools. The pricing page’s plan table places Contract Manager (tooltip “e-Signature tools”) in the Enterprise column only. The Sales Mode page names Contract Manager as a premium add-on. Confirm with Aurora which plan you need for contracts. The pricing page also lists an AHJ database covering more than 25,000 US jurisdictions. An AHJ (authority having jurisdiction) is the local office that approves permits.

Price (checked October 2026): Basic is $159 per user per month billed monthly. It is $135 per user per month billed annually ($1,620 per year). Premium is $259 per user per month billed monthly. It is $220 per user per month billed annually ($2,640 per year). Enterprise is custom, per project. The page lists a one-year commitment for annual plans. Source: Aurora pricing.

Limitations: the Enterprise plan lists unlimited users, APIs and integrations, dealer and team configurations, drone mapping, Contract Manager (e-signature) and advanced user permissions. An API is a way for software programs to share data. The pricing and Sales Mode pages do not show how Aurora handles the 2026 federal credit change. Its Help Center (read in Chrome) does. The Net Cost Values article says the residential Section 25D credit expired for customer-owned systems placed in service after December 31, 2025. It says the credit is no longer applied automatically. This covers new residential cash and loan deals. It also says third-party-owned systems remain eligible for the Section 48E credit for projects beginning construction before July 4, 2026. Section 25D and Section 48E are parts of US tax law. Placed in service means installed and ready for use.

Vendor link: aurorasolar.com.

Enerflo

Enerflo calls itself the operating system for residential solar. It sells it to US companies.

Best for: US residential solar companies. They want leads, design integrations, proposals, lender financing, contracts and install tracking in one system.

Not the right choice if: you work outside the US. The site says Enerflo “is not available for use outside the U.S. at this time”. Also skip it if you do mainly commercial work. The site describes a residential product. Its FAQ says it is purpose-built for residential solar “(and light commercial)”. You also cannot compare a price in advance. None is published.

What the vendor documents: the home page says sales reps generate proposals with integrated design, pricing, financing and documentation. It lists design integrations with Aurora Solar, Scanifly, Aerialytic, Solargraf and Solo, or manual designs. It lists financing for loans, third-party-owned leases and PPAs. It lists escrow for cash. PPAs (power purchase agreements) are deals where you pay for the power the system makes. Escrow means a third party holds the money until set conditions are met. It lists Docflo contracting with e-signatures, an install tracker, a customer portal and 150+ integrations. The pages we read (home, features and sales process) do not describe utility rate or incentive modeling. Its FAQ lists a savings forecaster and an Optimus savings calculator. It does not name tariff or incentive inputs. A tariff is a utility’s price list.

Price (checked October 2026): not published. The features page says Enerflo “charges a flat monthly subscription fee for unlimited users, deals, etc.”. The page gives no amount. The FAQ adds that the flat-rate monthly subscription is based on average monthly volume. It adds a one-time implementation fee and a 12-month minimum contract for new partners. Pricing is offered on a discovery call.

Limitations: availability is limited to US residential companies (with light commercial per its FAQ). The pages we read give no price. They do not name utility rate or incentive inputs.

Vendor link: enerflo.com.

Energy Toolbase

Energy Toolbase sells ETB Developer for modeling and proposals. It also sells controller, monitoring and consulting products.

Best for: commercial installers and developers who sell solar with storage. They need utility rate analysis, incentive calculation and storage simulation behind the proposal. Storage simulation means a model of how a battery charges and discharges.

Not the right choice if: you need a published price. Pricing is given on a demo call. Also skip it if you need lender applications and e-signature inside the proposal. The pages we read describe indicative lender quotes. They describe contract templates only as optional implementation packages. They describe no e-signature.

What the vendor documents: ETB Developer lists up-to-date utility rates, utility cost, and energy savings and project economics calculations. It lists a storage simulation engine. It lists the ability to “compare payment options, forecast system costs, and calculate incentives”. It also lists a library of proposal templates with branding and an interactive proposal publisher with engagement tracking. It lists lead management, “real-time indicative pricing quotes from lenders” and PV design partnerships with design software tools. It does not list an in-app layout tool. Its ETB Developer FAQ says the platform supports cash purchases, PPAs, loans and leases. It says the platform has a built-in database of utility rates, incentives and tariffs. Energy Toolbase says it tracks 120k+ utility rates. It says ETB Developer is web-based. The pages we read list “custom sales proposal & contract templates” under optional implementation packages. They do not describe e-signature. It publishes a page summarising the 2025 federal tax law changes. The page is for its users. It says it is not a legal advisory firm.

Price (checked October 2026): not published for ETB Developer on the current pricing page. The pricing page says you book 30 minutes. It says the team walks you “through a demo and pricing for your team size on the call”. The dollar figures on that page are for ETB Controller and ETB Monitor hardware and subscription bundles. They are not for ETB Developer. An ETB blog post dated May 2022 gave ETB Developer at $199 per user per month. It gave a second price of $179 per user per month ($2,148 per user per year) billed annually. Treat that as stale and ask for the current price.

Limitations: the pages we read do not state a current per-user or per-project price. They do not state an e-signature function.

Vendor link: energytoolbase.com.

OpenSolar

OpenSolar offers software for solar professionals. It says its core app is free of charge.

Best for: installers who want a free core app. They want design, single line diagrams, proposals, e-signature and payment collection in one platform.

Not the right choice if: you want the Exclusive or Bespoke proposal options. The proposal page says they are available through Customize and Enterprise plans. Customize is US$1,350 per month. Enterprise is custom, per the Enterprise Services page below. Also skip it if you plan to connect OpenSolar to a CRM or accounting system. API Access and connectors are charged from 16 April 2026. A CRM is software that tracks customers and sales.

What the vendor documents: the Sales Machine Proposal page lists Swipe, Scroll, Bespoke and Quick Quote formats. It lists branding controls and financing “where available”. It lists deposit collection through CashFlow and acceptance inside the proposal. The single line diagram page lists region-specific templates for AU, US, UK, DE, IT and ES. The help article lists ten countries including the US. The integrated finance page lists “loans, leases, PPAs, and other TPO paths” for the US. It names Deep Green Solar, Dividend Finance, Energy Loan Network, EnFin, Figure HELOC, GoodLeap, LightReach, Sungage and Sunlight Financial. It also covers the UK, Australia and Germany. TPO means third-party ownership, where a company other than you owns the system. The e-signature page lists a built-in signing workflow, PandaDoc or DocuSign. The product pages (home, free, proposal, finance, CashFlow, e-signature and single line diagram) do not describe US utility rate or incentive modeling. The Help Center (read in Chrome) does. It describes a utility rate database applied by ZIP code (tariff article). It describes an investment tax credit setup. The investment tax credit (ITC) is a US federal tax credit for solar systems. It also describes California NEM 3.0 rates (NEM 3.0 article). NEM 3.0 is California’s net billing tariff. It usually pays less for exported power than the retail rate. Its incentive expiration article says a residential system needs to be placed in service by December 31, 2025. That is the rule to qualify for the current federal credit.

Price (checked October 2026): the core app is free of charge, per the vendor’s “Why free” page. The page says OpenSolar works with partners “who all pay us to be a part of the platform”. OpenSolar’s 16 February 2026 post says the core app stays free. From 16 April 2026, charges apply to API Access (a per-project fee) and to supported connectors (a flat monthly subscription). Per its API page, these are geo-specific. That means they depend on your region. Optional plans on the Enterprise Services page are Support at US$500 per month and Customize at US$1,350 per month. Enterprise is at a custom price. Premium imagery is pay per image. The app shows the price.

Limitations: the vendor says partners pay to be on the platform. So check which finance, equipment and permitting partners appear in your workflow. The CashFlow page refers to fees and payouts for online payments. So check payment-processing fees.

Vendor link: opensolar.com.

SurgePV

SurgePV is our product. We publish this list and sell this software.

Best for: installers and EPC teams. An EPC is a company that designs and builds solar projects. They want 3D roof modeling, array layout, shading and energy-yield modeling. They also want financial modeling, bill-of-materials output and proposals. They want all of it in one subscription with a published per-user price.

Not the right choice if:

• you need a self-serve trial. SurgePV offers a guided demo and does not advertise one.
• you need lender financing integrations or e-signature contracts inside the proposal. The facts used for this page do not list them. Confirm them in the demo. Note that Aurora Solar and Enerflo document them on their own sites.
• you need approval from an engineer, authority, lender or insurer. SurgePV outputs support design and documentation. They do not replace that approval.
• you need a full CRM, or a monitoring or ERP product. An ERP is software that runs a company’s accounts and operations. SurgePV’s published product scope does not list a CRM. It is not a monitoring or ERP product.

What the vendor documents: the product covers 3D roof modeling, solar array layout, shading analysis and energy-yield modeling. It also covers financial modeling, electrical workflow support, bill-of-materials output and proposal generation. See SurgePV solar proposals for the product page. The facts used for this page do not say which US incentives, utility rates and tariffs the financial model covers. So test it with a real address in the demo.

Price (checked October 2026): $1,899 per user per year for one user. $1,499 per user per year for 3 seats ($4,497 per year for 3 seats). $1,299 per user per year for 5 seats ($6,495 per year for 5 seats). Enterprise is custom. See /pricing. Access starts with a guided demo.

Limitations: results depend on the source data, assumptions, equipment models and configuration. They need review. Confirm pricing, access, implementation scope and contract terms in a written quote.

Vendor link: SurgePV solar proposals.

What Changed for US Proposals in 2026

Residential credit. The IRS (the US tax agency) has a page on the Residential Clean Energy Credit. It says the credit equals 30% of the costs of qualified property “installed anytime from 2022 through December 31, 2025”. It says the credit “is not available for any property placed in service after December 31, 2025” (IRS, page updated 4 July 2026).

Commercial credit. IRS Notice 2025-42 covers the clean electricity investment credit (section 48E). It says the One, Big, Beautiful Bill Act terminates the credit for applicable solar facilities placed in service after December 31, 2027. It says this applies to facilities whose construction begins after July 4, 2026 (Notice 2025-42). The notice also sets the beginning-of-construction rules. So check your project dates with a tax adviser.

A homeowner-purchase proposal may still show a 30% federal credit for a system placed in service after 2025. That conflicts with the IRS page above. We did not test how each tool applies this change. Energy Toolbase publishes a summary page on it. It is the vendor’s own summary and not tax advice. The Help Centers of Aurora Solar and OpenSolar (read in Chrome) each have an article. The article mentions the December 31, 2025 residential deadline. The articles are linked in their entries below. We found nothing equivalent for Enerflo. The SurgePV facts used for this page do not cover it. Run a sample project through each tool. Read the incentive line before you send proposals.

State rules. In California’s large investor-owned utility territories, customers take service on the net billing tariff. This applies to customers applying for interconnection since April 15, 2023. Interconnection means linking the system to the grid. The CPUC (California Public Utilities Commission) says export compensation is usually lower than the retail rate (CPUC). Export compensation is what the utility pays for power you send to the grid. A California proposal should model export credits, not full retail net metering. For other states, DSIRE, operated by the N.C. Clean Energy Technology Center, lists state and utility programs. Ask each vendor which tariff it models for your utility.

Test Before You Buy

Run the same three projects through every tool you are considering. Compare the output line by line:

1. A California address on the net billing tariff, to check how exports are valued.
2. A residential cash or loan sale in another state, to check the federal credit line and any state program.
3. A commercial customer with demand charges, to check rate detail. Demand charges are fees based on your highest power use.

Also confirm who owns the proposal template. Confirm whether lender and e-signature steps run inside the tool. Ask what happens to your data if you leave.

How We Ordered These Tools

SurgePV publishes this page and is a vendor on this list. Its entry uses the same vendor-page sources and template as every other tool here.

The tools are listed alphabetically and are not scored. The matrix records what each vendor documents, not what we saw in use.

Financing in the proposal. It matters because US residential buyers compare cash, loan and lease options. A proposal without them stalls. We did not apply for financing through any tool. We did not check lender approval rates.

Utility rates and incentives. It matters because savings figures depend on the actual tariff. They also depend on which incentives apply. We did not compare the accuracy of rate data or incentive tables on any address.

Contracts and e-signature. It matters because a signed contract outside the proposal adds a handoff. We did not test signing flows or legal validity.

Proposal output. It matters because the customer sees this first. We did not compare the look of sample proposals or open rates.

Published price. It matters because a published number lets you plan a budget. We did not negotiate quotes. We left out taxes, add-ons and discounts.

SurgePV sits in the alphabetical list like the other four. The matrix shows where it differs. Its documented scope is design, financial modeling and proposals under a published price. The facts used for this page do not list lender financing, utility rate detail or e-signature. That is why it is the best-for pick only for design to proposal in one subscription.

Frequently Asked Questions

What is the best solar proposal software in the US?

It depends on the job. Aurora Solar, Enerflo and OpenSolar document lender financing and contracts inside the proposal flow for residential sales. Enerflo is available to US residential companies only. Energy Toolbase documents utility rate and incentive modeling for commercial and storage proposals. OpenSolar describes its core app as free of charge. But API Access (a way to link other software) and connectors cost extra from 16 April 2026. SurgePV combines design, financial modeling and proposals under a published per-user price. Match the tool to your project type using the comparison table.

Is there free solar proposal software for US installers?

OpenSolar says its core app is free of charge and that its partners pay to be on the platform. But its own 16 February 2026 post says API Access and connectors are charged from 16 April 2026. Its Exclusive and Bespoke proposal options are sold through the Customize plan (US$1,350 per month). They are also sold through the Enterprise plan (custom price). The other four tools are paid, or do not publish a current price.

What is the best residential solar proposal tool?

For residential sales, Aurora Solar, Enerflo and OpenSolar each document lender financing and e-signature contracts inside the sales flow. Aurora’s pricing table lists Contract Manager (e-signature tools). It lists it in its Enterprise column only. Aurora lists GoodLeap, Dividend and Mosaic on its pricing page. OpenSolar lists nine US finance providers. Enerflo is available to US residential companies only. It does not publish a price. SurgePV also generates proposals. But the facts used for this page do not list lender financing or e-signature. So compare it on the same sample project.

What is the best commercial solar proposal software?

Energy Toolbase is the one on this page built around utility rate analysis, storage simulation and incentive calculation. It targets commercial and storage proposals. It does not publish a price for ETB Developer. SurgePV documents financial modeling and proposal generation. Aurora Solar’s pricing page describes its Basic plan as essentials for residential design and sales. So run a commercial sample through each before you buy.

Does solar proposal software handle the 2026 federal tax credit change?

The IRS (the US tax agency) says the residential 25D credit is not available. This applies to property placed in service after December 31, 2025. Placed in service means installed and ready for use. IRS Notice 2025-42 describes the end dates for the commercial 48E credit for solar facilities. Among the vendor pages read for this list, Energy Toolbase publishes its own summary page. The Help Centers of Aurora Solar and OpenSolar have articles. The articles mention the December 31, 2025 residential deadline. We found nothing equivalent for Enerflo. The SurgePV facts used here do not cover it. Test a sample proposal in each tool. Ask a tax adviser about your projects.

How much does solar proposal software cost in the US?

Aurora Solar lists Basic at $135 per user per month billed annually ($1,620 per year). It lists Premium at $220 per user per month billed annually ($2,640 per year). SurgePV lists $1,899 per user per year for one user. It lists $1,499 per user per year for 3 seats. It lists $1,299 per user per year for 5 seats. OpenSolar describes its core app as free of charge. The vendor charges for API Access and supported connectors from 16 April 2026. Optional Enterprise Services include Support at US$500 per month. They also include Customize at US$1,350 per month. Enerflo and Energy Toolbase (ETB Developer) do not publish a current price. All checked October 2026.

Sources

• IRS Residential Clean Energy Credit - credit rate and end date
• IRS Notice 2025-42 - beginning-of-construction rules and credit termination for wind and solar facilities
• CPUC Net Energy Metering and Net Billing - California net billing tariff
• DSIRE - state and utility incentive database