Best Solar Sales Software to Use in 2025

“In the solar business, the first to quote is often the first to close. But quoting without confidence in pricing or margins? That’s just gambling.”

As competition intensifies and margin pressure grows, top-performing solar sales teams are ditching static PDFs, Excel sheets, and disconnected calculators. They’re adopting dynamic sales platforms that combine real-time product pricing, customizable financing, and branded proposals—all designed to accelerate speed-to-quote and boost close rates.

Today’s best solar sales software doesn’t just spit out numbers. It helps you price smarter, present better, and close faster, all while protecting your margins and simplifying your workflows.

In this guide, we rank the top solar sales software platforms of 2025, outline must-have features for modern solar selling, and explain why SurgePV leads the pack—with instant pricing edits, automated finance comparisons, quote-to-contract workflows, and margin controls built right in.

If you're ready to streamline your sales stack and win more deals in less time—start here.

What Modern Solar Sales Software Must Do

In today’s fast-paced solar market, quoting speed alone isn’t enough. To win consistently, your sales software must be intelligent, responsive, and built to close deals—not just generate numbers. The gap between a lead and a signed contract is shrinking, and the tools your team uses can make or break your sales velocity.

Modern solar sales software must deliver more than just estimates. It needs to act like your smartest sales rep—working in real time, aligning pricing with your margin goals, and making every customer experience seamless.

Here’s what top platforms in 2025 must include:

Real-time pricing logic that adjusts based on product selections, locations, and sales team rules
Full financing flexibility, including cash, loan, lease, and PPA models—with lender-specific rates and dealer fees built in
Automated margin and markup controls to protect profitability without slowing reps down
Interactive, branded proposals that include e-signatures and optional payment or deposit links
CRM and ERP integrations with tools like Salesforce, HubSpot, or QuickBooks
Sales automation tools—pipeline dashboards, quote reminders, and analytics to help your team close faster and smarter

If your sales process still relies on static templates and manual entry, you’re already behind. The best solar software works as hard as your top closer—and scales with every quote.

Top 7 Solar Sales Platforms (Ranked & Explained)

The best solar sales software in 2025 isn’t just about generating quotes—it’s about accelerating the sales process from lead to contract. Below are the top 7 platforms ranked by speed, quoting flexibility, CRM integration, financing support, and proposal strength.

SurgePV – Best All-in-One Quoting + Proposal + CRM

SurgePV is a full-stack solar sales engine that combines live pricing, layout, financial modeling, proposals, CRM, and eSignature—into a single, lightning-fast workflow.

Key Features:

• Real-time quote builder (hardware, region, finance-based)
  
• Built-in loan/PPA/lease engine with margin controls
  
• Branded proposals with ROI visuals and signature links
  
• Integrated CRM with pipeline, reminders, and quote automation
  
• Customer portal for option selection and deposit
  

Pros:

• Everything in one platform—no tool switching
  
• Quotes generated in under 5 minutes
  
• Ideal for both residential and commercial workflows
  

Cons:

• Paid platform (no free tier)
  
• Requires internet connection
  

Aurora Solar – Strong Visuals, Proposal Builder, Finance Partners

Aurora is a design-first tool with sharp 3D modeling and a well-rounded proposal engine. It’s a favorite among visually focused sales teams.

Key Features:

• 3D solar modeling with sun-path shading
  
• Proposal builder with built-in visuals
  
• Finance integrations (limited by region)
  
• API access for CRM sync
  

Pros:

• Great for presentations
  
• Reliable design accuracy
  

Cons:

• Finance and margin logic can feel disjointed
  
• Advanced features locked behind high-tier plans
  

OpenSolar – Free Quoting Platform, Solid for Startups

OpenSolar is a vendor-backed, 100% free quoting tool that offers basic CRM, design, and proposal functionality in one simple interface.

Key Features:

• Editable templates for cash + loan quotes
  
• CRM dashboard for lead tracking
  
• E-sign and customer portal
  
• Basic design + system layout
  

Pros:

• Zero cost
  
• Easy for small teams to onboard
  

Cons:

• Limited ROI and incentive modeling
  
• Minimal customization in finance logic
  

Pylon – Simple UI, Fast Quotes, Per-Project Pricing

Pylon is designed for lean sales teams who need to create fast, no-fuss quotes. It offers LIDAR layouts and loan/cash comparisons.

Key Features:

• Basic layout with quick quote generation
  
• CRM-lite dashboard
  
• Pay-per-project pricing (no subscriptions)
  
• Clean, mobile-ready proposal exports
  

Pros:

• Affordable and fast
  
• Ideal for small, high-volume teams
  

Cons:

• No in-depth ROI, storage modeling, or proposal interactivity
  
• Region-specific finance logic
  

Solargraf – Fast Quoting with Proposal Polish

Solargraf is a proposal-first quoting tool with a focus on visual output and team collaboration. It’s best for U.S. residential teams focused on aesthetics and simplicity.

Key Features:

• Built-in lender integrations
  
• Pre-designed templates and branded proposals
  
• Permit-ready packages and AHJ forms
  
• CRM with lead management and quote status
  

Pros:

• Easy to build beautiful quotes
  
• Integrated lender network
  

Cons:

• Lacks deep technical design or engineering tools
  
• Primarily U.S.-focused
  

SolarEdge Designer – Free, Great for SE-Only System Quoting

Designed specifically for SolarEdge systems, this tool lets you lay out, quote, and export proposals quickly—at no cost.

Key Features:

• Auto-stringing with SolarEdge specs
  
• Basic quote export and performance estimate
  
• SE-specific cost modeling and hardware recommendations
  

Pros:

• Free and accurate for SE users
  
• Fast learning curve
  
  

Cons:

• Locked into SolarEdge hardware
  
• No ROI or finance modeling
  

HelioScope – Simulation Expert, Light Quoting Support

HelioScope is a performance simulation tool used heavily in C&I engineering. While it excels at accuracy, its quoting tools are minimal.

Key Features:

• 8760h performance forecasts
  
• Detailed shading and string design
  
• PVsyst-compatible outputs
  

Pros:

• Bankable performance data
  
• Great for technical teams
  

Cons:

• No CRM or proposal builder
  
• Not built for front-line sales teams

SurgePV’s Sales-Driven Superpowers

SurgePV isn’t just fast—it’s purpose-built for the real-world challenges of solar sales teams. From first layout to signed contract, it gives you the tools to quote with confidence, protect your margins, and close faster. Here’s how:

Real-Time Pricing Logic

Forget static spreadsheets and manual price updates. SurgePV automatically adjusts pricing based on:

• Hardware selection (panels, inverters, batteries)
  
• Location-based rules (regional labor or permit costs)
  
• System size or design complexity
  

You can also create custom pricebooks for dealers, installers, or internal teams—ensuring consistency across your entire channel.

Margin Automation

Protect your profitability without slowing down your reps. SurgePV lets you:

• Set margin rules by rep, region, or hardware line
  
• Apply markup floors to avoid underbidding
  
• Lock in profitability without sacrificing speed
  

Built-In Finance Engine

Handle all major deal types in one place:

• Support for cash, loan, lease, and PPA models
  
• Syncs with leading lenders like GoodLeap, Mosaic, Sunlight, EnFin, and more
  
• Auto-calculates dealer fees, buy-downs, and interest-based cash flows
  

Auto-Proposals with E-Sign & Payment

Proposals generate instantly with:

• Branded PDFs or web-based links
  
• ROI, IRR, and savings visuals
  
• A secure customer portal for reviewing options, signing contracts, and paying deposits
  

CRM + Lead Management

Manage every lead and quote from a single dashboard with:

• Full pipeline views, task automation, and quote reminders
  
• Native integrations with Salesforce, HubSpot, Zoho, and QuickBooks
  
• Lead scoring, win/loss tracking, and lifecycle analytics
  

User Testimonial

“We used to spend 90 minutes quoting and preparing proposals. With SurgePV, it’s down to 10 minutes—and they’re more polished than ever.”
— Solar Sales Director, Mid-Atlantic Installer

Final Statement

If you’re still quoting with Excel, stitching together PDFs, or relying on disconnected design tools—you’re not just slowing your team down, you’re leaving revenue on the table.

SurgePV transforms your quoting process into a sales engine—with built-in pricing logic, smart finance tools, automated proposals, and e-signature in one clean, connected flow.

You don’t just send quotes—you send deals ready to close.

Ready to Sell Smarter?

Try the full quoting, proposal, and CRM experience—risk-free.

Schedule Your Free Demo

See how SurgePV helps sales teams cut quote time by 80% and increase close rates with better, faster proposals.

Don’t just quote. Close—with SurgePV.