The 7 Best Solar Proposal Software Platforms for 2025

In solar sales, speed isn’t optional—it’s a competitive advantage. The faster you deliver a clear, customized proposal, the sooner you close the deal. But when that speed comes at the cost of accuracy or flexibility, it can backfire—leading to change orders, cancellations, and lost trust.

Today’s leading solar teams are moving away from static PDFs and clunky spreadsheets. Instead, they’re embracing proposal platforms that are interactive, visually dynamic, financing-ready, and CRM-connected. These tools don’t just look better—they build confidence with customers and streamline your internal workflow.

In this guide, we’ll break down the 7 best solar proposal software platforms for 2025—what they offer, where they shine, and where they still fall short. Whether you’re a small installer, a national EPC, or a fast-scaling sales team, you’ll find the platform that fits your flow.

And at the top of the list? SurgePV—the only proposal tool that blends AI layout, LIDAR shading, bankable forecasting, ROI logic, and eSignature workflows into a single, seamless experience.

If you're ready to quote faster—and win smarter—read on.

What Makes the Best Solar Proposal Software in 2025?

In 2025, solar customers expect more than a static PDF and a spreadsheet payback estimate—they want clarity, transparency, and confidence in your offer. And your team needs a tool that’s not just fast, but smart and connected.

The best solar proposal software platforms today combine speed, visual impact, and financial accuracy, while supporting the full sales-to-close journey. Here’s what that looks like:

• Instant Pricing & Financing: Auto-generate proposals with pre-loaded loan products, tax credits, dealer fees, and utility-specific rates.
  
• Interactive 3D Visuals: Let customers see their system in context—complete with real-world shading, estimated production, and optional battery storage.
  
• ROI & Incentive Modeling: Support for NEM 3.0, federal ITC, state/local rebates, LCOE, IRR, and time-of-use schedules—baked into every quote.
  
• Branded Proposals with eSignature: Web-based or PDF options, fully styled to your company, and mobile-ready for faster sign-off.
  
• CRM Integration & Workflow Automation: Proposals tied directly to your sales pipeline—so every quote, follow-up, and close lives in one place.
  

A great proposal doesn’t just look good—it builds trust, shortens the sales cycle, and turns quotes into contracts.

Top Solar Proposal Platforms (2025 Edition)

Choosing the right proposal platform can make or break your solar sales cycle. Below is a ranked and detailed list of the top solar proposal software platforms in 2025—each evaluated by design flexibility, ROI tools, ease of use, and how well they connect sales, design, and contract workflows.

SurgePV – Best All-in-One Solar Proposal Software

SurgePV combines AI-powered design, LIDAR shading, 8760-hour simulation, and full proposal automation into one seamless workflow. It’s built for residential, C&I, and hybrid teams who want speed, accuracy, and deal execution—all in one place.

Key Features:

• Dynamic proposals with ROI, IRR, VAT, storage adders, and TOU modeling
  
• eSignature and payment links embedded directly in the proposal
  
• Integrated CRM + lead tracking
  
• Web-based and PDF outputs in multiple languages
  
• Works for rooftop and ground-mount systems
  

Pros:

• End-to-end flow from layout → proposal → signature
  
• Proposal-ready in under 30 minutes
  
• Bankable performance forecasts included
  

Cons:

• Subscription-based (not free)
  
• Cloud-only platform
  

Best For: Sales teams and EPCs that want design + quoting + contracting in one tool.

Aurora Solar – Great 3D Visuals with Deep Design Engine

Aurora is a powerful design and proposal platform known for its polished 3D modeling and shading tools. It’s a favorite among larger design teams and installers focused on high-end visual presentation.

Key Features:

• 3D rendering with sun-path and shading animations
  
• Loan and incentive modeling (mainly U.S.-centric)
  
• Customer-facing proposal builder with charts and graphics
  
• CRM integrations via API
  

Pros:

• Excellent client-facing visuals
  
• Powerful backend simulation tools
  
• Integrates with finance providers
  

Cons:

• ROI inputs require manual work for many markets
  
• Expensive per-seat licensing
  

Best For: Design-driven teams with internal sales/finance workflows.

OpenSolar – Free, Flexible Option for Small to Mid-Sized Teams

OpenSolar is a free, cloud-based proposal and design tool funded through vendor partnerships. It’s especially helpful for small installers looking for a low-barrier solution to create decent proposals.

Key Features:

• Customizable proposal templates (web and PDF)
  
• Loan calculator and savings estimator
  
• Basic design tools
  
• Lead dashboard and CRM tools
  

Pros:

• Completely free
  
• Easy to learn and launch
  
• Lightweight CRM included
  

Cons:

• Limited financial depth (e.g., no TOU, IRR, or LCOE)
  
• No integrated shading or simulation engine
  

Best For: Solo installers and new sales teams starting out.

Pylon – Fast Quoting with a Lightweight UI

Pylon is a pay-per-project solar design and quoting tool with strong adoption in Australia and parts of Europe. It’s designed for teams that need speed over simulation.

Key Features:

• LIDAR-based roof mapping
  
• Loan and rebate integration (region-specific)
  
• Proposal exports with savings estimates
  
• Basic CRM and lead status tracking
  

Pros:

• Fast and affordable (no seat-based pricing)
  
• Intuitive interface
  
• Region-specific customization
  

Cons:

• No P50/P90 simulation or 8760-h modeling
  
• Not ideal for complex or utility-scale projects
  

Best For: Residential solar teams focused on quoting speed and simplicity.

SolarEdge Designer – Free for SE Users, Hardware-Locked

SolarEdge Designer is a free web-based tool for creating proposals using SolarEdge hardware. It’s fast and accurate but limited in scope.

Key Features:

• Hardware-specific system configuration
  
• Integrated yield forecast and shading estimate
  
• Exportable proposals with finance modeling
  
• Compatible with SolarEdge inverters only
  

Pros:

• Free to use
  
• Accurate with SE specs
  
• Quick learning curve
  

Cons:

• Limited to SolarEdge ecosystem
  
• No battery or third-party support
  
• Minimal proposal customization
  

Best For: Installers using SolarEdge systems who want a no-cost quoting tool.

HelioScope – Yield-Focused, Less Useful for Proposals

HelioScope is a bankable simulation platform known for engineering-grade modeling. It’s excellent for production forecasting, but not built for sales or quoting.

Key Features:

• 8760-hour yield and shading simulations
  
• Detailed electrical design logic
  
• PVsyst export capability
  
• No built-in proposal builder
  

Pros:

• High simulation accuracy
  
• Preferred for C&I system engineers
  

Cons:

• No proposals, eSignature, or CRM
  
• Complex UI not suited for sales reps
  

Best For: Technical designers who need performance data—not proposals.

Why SurgePV Is the Best Solar Proposal Software in 2025

SurgePV isn’t just a quoting tool—it’s the most advanced, fully integrated solar proposal platform on the market. Built for speed, accuracy, and conversion, it brings together everything your team needs to go from site design to signed contract—all in one seamless interface.

Proposal Builder‍

SurgePV lets you create fully branded proposals in minutes. Add your logo, include savings charts, system specs, and even embed explainer videos. It auto-pulls design data from your layout—LIDAR shading maps, P50 yield forecasts, and stringing details—so your proposals look sharp and stay accurate.

Financing Engine‍

Customers can compare cash, loan, lease, or PPA options in real-time. SurgePV integrates with finance providers directly, with built-in calculators for dealer fees, buy-downs, and margin optimization.

ROI & Incentives‍

SurgePV supports full financial modeling with NEM 3.0, federal ITC, state rebates, and local incentive logic. You get clean ROI charts, IRR, payback periods, LCOE, and cumulative savings visuals—all exportable for lender or auditor review.

eSignature + Payment‍

Every proposal includes one-click eSignature plus options to collect deposits or initiate payment plans—no need to chase signatures or email separate contracts.

CRM + Automation‍

Track every lead and quote inside SurgePV with its built-in CRM, task manager, and workflow triggers. You can even auto-generate new proposals from web forms or lead captures—cutting busywork from your sales process.

Customer Portal‍

Proposals are shared via a secure, mobile-friendly web link, so customers can review, request changes, sign, or pay anytime—24/7.

The Results?‍

SurgePV users report a 40% increase in deal close rates, and reduce proposal creation time from 3+ hours to under 30 minutes.

Visual Support & Use Cases

• Side-by-side Screenshot: SurgePV vs Aurora proposal interface
  
• ROI Visual: IRR + payback timeline from SurgePV’s proposal engine

‍“We closed 4 deals in one day using SurgePV proposals.” — Sales Director, Multi-State Installer

“SurgePV is the only solar proposal software that unites 3D design, financing, ROI, and customer interactivity—so your next proposal can close itself.”

Summary

Still stitching proposals together with Excel sheets, PDF templates, and endless email threads? You’re not just wasting time—you’re leaving deals on the table.

SurgePV replaces the old quoting chaos with one streamlined, intelligent platform that does it all:

• Instantly pulls in shading, yield, layout, and financials
  
• Auto-generates branded, interactive proposals
  
• Includes eSignature, payment links, and CRM tracking
  
• Built to impress customers and accelerate close rates
  

Whether you're running five quotes a week or fifty, SurgePV gives your team the power to move faster, present smarter, and sell with confidence.

Take the Next Step

Get a live walkthrough of how top solar teams are quoting smarter, closing faster, and automating their workflows. No pressure—just real answers.

Build your first branded, ROI-backed proposal in under 30 minutes.

• Full proposal stack: layout, shading, savings, eSign
  
• Mobile-ready, customer-friendly
  
• No credit card required

✅ Schedule a SurgePV Demo

Start quoting like it’s 2025—with SurgePV.