Top 7 Solar Quoting Tools to Use in 2025

“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.