“In solar sales, every hour counts. If your quotes take longer than five minutes or require four different platforms—you’re already behind.”
The quoting game in 2025 is no longer about just getting a number on paper. It’s about speed, accuracy, and automation. Top-performing solar teams are ditching spreadsheets, PDF templates, and manual follow-ups for tools that let them go from lead to layout to signed proposal in a single session.
Today’s solar quoting tools need to be more than fast—they need to handle real-time utility rates, lender integrations, shading data, and ROI logic—with built-in eSignature and mobile-friendly delivery.
In this guide, we’ll compare the 7 best solar quoting platforms of 2025, complete with a side-by-side feature chart. Whether you're quoting 5 residential systems a day or submitting C&I proposals for review, you’ll see exactly which tools deliver the speed and confidence your team needs to win more jobs.
Spoiler: SurgePV ranks #1—thanks to its rapid quoting engine, integrated finance and CRM features, and real-time proposal-to-contract workflow.
What Makes Great Solar Quoting Software in 2025?
The days of static PDFs and disconnected Excel quotes are over. In 2025, great solar quoting software doesn’t just speed up the process—it elevates the entire sales experience for both reps and customers.
Top quoting tools now act as revenue accelerators, combining design, financial logic, and client interactivity into one cohesive workflow. To meet the demands of modern solar sales, quoting software must offer:
Real-time pricing tools
Automatically update your quote with the latest module, inverter, racking, and storage costs. Whether you're adjusting system size or selecting a different manufacturer, changes should reflect instantly.
Integrated finance modeling
Support cash, loan, lease, and PPA options—with dealer fees, buy-downs, tax credit handling, and utility rate adjustments all built in. The customer shouldn’t need a calculator to understand your offer.
Incentive awareness
Your quoting engine should account for federal ITC, NEM 3.0 rules, local utility rebates, and even state-level SREC or VAT implications. If your tool can’t handle these automatically, it’s slowing you down.
Interactive proposals
Let customers toggle between quote options (e.g., cash vs. loan), view production estimates, and review their personalized savings. Empowered clients move faster—and close sooner.
CRM & eSignature integration
Whether you’re using Salesforce, HubSpot, or Zoho, the quoting tool should plug into your CRM and include built-in eSignature and payment tools so deals don’t stall after the quote is sent.
The best quoting tools do more than generate numbers—they help you win faster, smarter, and with total confidence.
The Top 7 Solar Quoting Tools of 2025 (Ranked & Reviewed)
Whether you're quoting residential rooftops or C&I systems, the right quoting tool can speed up your sales process, eliminate friction, and boost conversion. Here’s a ranked breakdown of the top 7 solar quoting platforms for 2025, complete with feature highlights, pros and cons, and why each tool made the list.
1. SurgePV — Fastest Quoting Engine + Finance + Proposal + CRM in One
SurgePV is an all-in-one solar design and quoting platform that delivers full quoting power—layout, shading, finance, proposal, eSign, and CRM—in a single system. Ideal for teams wanting to replace CAD, spreadsheets, and proposal templates with one fast, connected experience.
Key Features:
- Real-time pricing + multi-option quotes
- Integrated loans, leases, cash, PPA modeling
- Full ROI logic: NEM 3.0, ITC, IRR, VAT
- eSignature + payment built-in
- Native CRM + Zapier/HubSpot/Salesforce support
Pros:
- Fully integrated, end-to-end quoting system
- Interactive web or PDF proposals
- Massive time savings (up to 70%)
Cons:
- Requires internet connection (cloud-only)
- Subscription-based
Aurora Solar — Design-to-Quote Flow with Premium Visuals
Aurora Solar is a well-established tool offering 3D design, LIDAR shading, and interactive proposals. It's a favorite among design-led teams who value visual polish and performance modeling.
Key Features:
- 3D modeling with shading animations
- Incentive and loan calculator (Pro tier)
- Proposal builder with custom visuals
- Integration with select finance providers
Pros:
- Stunning visuals for customer presentations
- Strong backend design/simulation engine
Cons:
- CRM and financial logic not fully built-in
- Some quoting features gated behind higher plans
OpenSolar — Best Free Tool for Growing Teams
OpenSolar is a vendor-supported, no-cost quoting platform that’s surprisingly robust. It includes design, quoting, CRM, and eSignature—all at zero upfront cost.
Key Features:
- Quote templates with cash/loan comparisons
- Basic CRM dashboard + follow-ups
- Simple proposal visual builder
- Interactive quotes via web link
Pros:
- 100% free to use
- Easy to onboard and customize
Cons:
- No deep shading or forecasting
- Basic ROI logic only (no IRR/LCOE)
Pylon — Quick, Lightweight Quoting with Per-Project Pricing
Pylon is a fast-growing quoting tool with LIDAR support, clean UI, and pay-per-project pricing. It’s perfect for lean teams focused on quoting speed and simple workflows.
Key Features:
- LIDAR layout + savings estimator
- Finance options (limited regions)
- CRM + quote status tracking
- One-click proposal exports
Pros:
- No monthly fees—pay only when you quote
- Fast and intuitive UI
Cons:
- Basic ROI modeling
- No proposal interactivity or complex exports
SolarEdge Designer — Free, Hardware-Locked Quoting Tool
SolarEdge Designer is a free tool for creating SolarEdge-specific quotes. While limited to SE products, it provides fast configuration and solid export options.
Key Features:
- Auto-stringing and layout with SE components
- Performance estimates and proposal exports
- Basic system summary visuals
- eSign-friendly PDFs
Pros:
- Free to use
- Fast learning curve for SolarEdge users
Cons:
- Locked to SE ecosystem
- No proposal customization or third-party hardware
HelioScope — Excellent Energy Sim, Weak Proposal Tools
HelioScope is a commercial-grade simulation tool with powerful string planning and yield modeling. However, it lacks native quoting functionality.
Key Features:
- 8760h yield sim + P50 forecasts
- String-level mismatch analysis
- PVsyst export
- Static PDFs only
Pros:
- Extremely accurate for C&I forecasting
- Bankable performance reports
Cons:
- No proposal engine, ROI tools, or eSignature
- Not built for quoting workflows
Why SurgePV Is the Best Solar Quoting Software in 2025
SurgePV isn’t just a quoting tool—it’s a full quoting ecosystem designed to help solar teams quote faster, close smarter, and scale with confidence. From the first layout to signed contract, SurgePV streamlines every step with automation, accuracy, and polish.
Here’s what makes it a category leader:
Top Features That Set SurgePV Apart
Real-Time Configurable Quotes
- Change panel count, inverter, battery, or racking live—SurgePV updates pricing instantly
- Use live editing in sales calls to customize options on the spot
Built-In Financing Engine
- Support for loans, leases, PPAs, and cash with flexible APR, markup, and dealer fee control
- Show customers side-by-side comparisons of each payment path
Incentive + Tax Credit Modeling
- Automatically calculates ITC, NEM 3.0, state/local rebates, and storage incentives
- Outputs monthly cash flow, payback period, and cumulative savings—ready to share
Proposal Sync + Customer Portal
- Turn every quote into a branded proposal automatically
- Clients get a secure link to review options, sign, and pay on mobile or desktop
Smart Margin Controls + Automation
- Set margin rules by region, installer, or hardware line
- Version tracking and quote history create a transparent sales trail
CRM Integration + APIs
- Push quotes into Salesforce, HubSpot, Zoho, QuickBooks
- Built-in automation for tasks, quote status updates, and follow-up emails
Installer Quote:
“With SurgePV, we send out fully priced, signable quotes in under 5 minutes—and they look 10x more professional than what we used to patch together in Excel.”
— Regional Sales Manager, U.S. Installer
Final Persuasion: Quoting Built for Closers
Why keep juggling spreadsheets, PDF editors, and third-party tools when your team could be closing deals in minutes—not days?
SurgePV replaces patchwork quoting with one smart, seamless platform:
- Real-time pricing updates
- Built-in financing comparisons
- Branded proposals with eSign and payment links
- CRM and automation all in one place
Whether you're quoting from the office or the field, SurgePV makes it possible to configure, present, and close—all in a single flow. No more delays. No more drop-offs. Just fast, accurate, professional quotes that convert.
If your quoting process feels like a chore, it’s time for an upgrade.
Take Action Now
Book a SurgePV Demo
See how SurgePV fits your quoting workflow—from layout to signature. Live walkthrough, no pressure.
Frequently Asked Questions
Q1: What is the best solar quoting software for residential vs commercial?
SurgePV supports both. You can customize proposals, pricing logic, layout types, and margin rules based on project size. Residential teams love the speed; commercial teams appreciate the accuracy and workflow flexibility.
Q2: How does SurgePV compare to Aurora or OpenSolar?
Aurora is excellent for deep design and modeling, and OpenSolar offers a free entry point. But only SurgePV combines real-time quoting, ROI modeling, financing tools, proposal generation, CRM sync, and e-signature—into one streamlined platform.
Q3: What should solar sales teams look for in quoting tools?
Look for quoting software that delivers:
- Speed (live editing and updates)
- Visual polish (interactive layouts, savings charts)
- Accurate finance logic (cash, loan, lease, PPA)
- Integrated incentives (NEM, ITC, local rebates)
- CRM and eSign integration for seamless follow-up and contract execution
Q4: Can SurgePV support loan and lease quotes with live lender rules?
Yes. SurgePV includes a built-in finance engine with live lender partner integrations, dealer fees, markup controls, and region-specific templates for cash, loan, PPA, and lease comparisons.
Q5: Does SurgePV allow customers to select their quote option and sign it?
Absolutely. Your customer can view multiple quote options (e.g., cash vs. loan vs. lease), select their preferred system, and sign directly through a secure, mobile-friendly portal—no emails, no PDFs, no delays.