Solar Proposal Software Built for Installers Who Close on the First Visit
Stop exporting designs to spreadsheets and Word docs. SurgePV's solar quoting software pulls BOM, 3D renders, and financial models directly from your design — so you can generate a branded, client-ready proposal before you leave the site. Compare how we stack up against Aurora Solar, OpenSolar, and HelioScope.
41%
Average proposal win rate
0 min
To create a full proposal
0%
White-label — your brand, your client
$0
Extra tools needed
Branded, Interactive Proposals That Impress
Your logo, your colors, your templates. Every proposal looks like it came from your team - because it did.
Customizable Design Templates
Control colors, logos, and layouts with flexible templates. Every proposal matches your brand guidelines - no design skills needed.
Multilingual Support
Built-in language options including Spanish localization. Serve diverse communities without extra translation costs.
Document Integration
Upload supporting documents directly into proposals. All project information in one package - no separate attachments.
Client Tools That Speed Up Decision-Making
Static PDFs lose deals. Interactive proposals let clients explore their system, share it with family, and improve solar sales conversion.
Web-Based Proposals
Share proposals as interactive web links. Clients access them on any device, anywhere - no printing, no PDFs lost in email.
Visual Design Showcase
Integrated 2D/3D visuals show clients exactly what their system looks like on their roof. Seeing is believing.
Shareable Reporting
Clients forward proposals to decision-makers with one click. Stakeholders review, approve, and you close - faster.
Crystal-Clear Financing That Builds Trust
Clients sign when the numbers make sense. Show them exactly what they save, how they pay, and when they break even.
Before-After Cost Comparison
Side-by-side visuals showing current vs. post-solar energy costs. Clients see the savings instantly - no spreadsheets needed.
Flexible Financing Options
Custom loans, PPAs, and lease options built into every proposal. Generate a budgetary quote matched to each client's situation and close more deals.
Incentive Management
Auto-apply available incentives and discounts. Clients see every savings opportunity upfront - no back-and-forth.
What Solar Professionals Say
Our proposal win rate jumped from 22% to 41% after switching to SurgePV. Clients see the 3D visuals and financials — they trust us more and sign faster.
Matt Killbus
CEO & Founder, SOLARTabs
"SurgePV cut our proposal time from 3 hours to 20 minutes. We closed 12 more projects last quarter."
Jake Morrison
Sales Director, SunWorks Australia
"The interactive web proposals changed how we sell. Clients share them with their families and come back ready to sign."
Nadia Petrova
Solar Sales Lead, EuroSolar Group
Explore Further
Dive deeper into solar proposals, sales strategies, and how SurgePV compares to other tools.
Best Solar Proposal Software 2026: Side-by-Side Comparison
The major tools differ significantly in where proposals fit — some are simulation-first, some design-first, some sales-first. Here is how they compare on the features that matter for closing deals.
| Tool | Branded Proposals | BOM Auto-Gen | Financial Modeling | Design Integrated | Web-Based | Pricing |
|---|---|---|---|---|---|---|
| SurgePV | ✓ Full white-label | ✓ Auto from design | ✓ ROI, payback, IRR | ✓ Native | ✓ Yes | From $1,499/user/yr |
| Aurora Solar | ✓ Polished PDFs | ✓ Yes | Partial (US financing) | ✓ LIDAR design | ✓ Yes | $2,640–$6,000+/user/yr |
| OpenSolar | Partial (limited templates) | Basic | Basic payback only | ✓ Yes | ✓ Yes | Free (500 kW cap) |
| HelioScope | ✗ No proposals | ✗ No | Basic energy yield | ✓ Design-first | ✓ Yes | $159–$259/month |
| PVsyst | ✗ No proposals | ✗ No | ✓ Deep simulation | ✗ Simulation only | ✗ Windows only | CHF 700/yr (~$775) |
For Residential Installers
SurgePV and Aurora Solar both produce polished, client-ready proposals with financial projections. Aurora is stronger if your team is US-only and already uses LIDAR. SurgePV is the better choice for international markets or teams that want design, simulation, and proposals in one tool.
For Commercial EPCs
HelioScope and PVsyst produce simulation outputs, not proposals — EPCs typically export to Word or a separate tool. SurgePV closes this gap: bankable energy yield reports combined with a client-facing proposal in the same workflow, no re-entry required.
For Budget-Constrained Teams
OpenSolar is the only genuinely free option with proposals included — but the 500 kW project cap blocks most commercial work, and the financial modeling is limited to basic payback. Suitable for residential-only teams with low volume.
What should solar proposal software include?
Solar proposal software should auto-generate branded proposals with 3D system visuals, a complete BOM, energy production estimates, and financial analysis including payback, ROI, and financing options. SurgePV pulls all of this directly from the solar design \u2014 no re-entry or copy-paste.
How do I create a solar proposal that clients sign?
Winning proposals are shared while the client is still engaged \u2014 not days later via email. SurgePV lets you design the system, present 3D visuals, and generate a branded solar proposal with financing comparisons during the first visit. The interactive web format lets clients share with family and sign faster.
What is the difference between solar quoting and solar proposal software?
Solar quoting software typically generates a price estimate. Solar proposal software creates a full client presentation with 3D visuals, financial projections, and equipment specs. SurgePV does both \u2014 it auto-populates quotes and transforms them into branded, interactive proposals in one click.
Frequently Asked Questions
What is the best solar proposal software in 2026?
The best solar proposal software depends on your market and workflow. SurgePV is the strongest all-in-one option — design, simulation, and branded proposals in one tool, web-based, starting from $1,499/user/year. Aurora Solar is the leading US residential choice at $2,640–$6,000+/user/year. OpenSolar is free but capped at 500 kW and limited on financial modeling. HelioScope and PVsyst do not generate proposals.
What should solar proposal software include?
A complete solar proposal should include: (1) branded cover with company logo and contact info; (2) system overview with 3D visuals or roof layout; (3) auto-generated Bill of Materials (BOM) with quantities; (4) energy production estimates by month; (5) financial analysis — payback period, ROI, NPV, IRR; (6) financing options (loan, PPA, cash); (7) incentives applied; (8) terms and next steps. SurgePV generates all of these automatically from the design.
Can I customize proposals with my branding?
Yes. SurgePV supports full white-labeling — your logo, company colors, contact details, and custom cover pages on every proposal.
What formats are proposals available in?
Proposals can be shared as interactive web links or exported as professional PDF documents. Both include 3D visuals, BOM, and financial summaries.
Are BOMs automatically generated?
Yes. The Bill of Materials is auto-generated from your design, including modules, inverters, racking, wiring, and all components with quantities and specifications.
Can clients view proposals on their phone?
Yes. Web proposals are fully responsive and work on any device — desktop, tablet, or mobile phone.
How does SurgePV compare to Aurora Solar for proposals?
Both tools produce polished, branded proposals with financial projections. Aurora Solar is stronger for US residential teams using LIDAR roof modeling and US-specific financing. SurgePV is the better choice for international markets, commercial EPCs needing BOM + simulation in one workflow, and teams that want design-to-proposal without switching tools. SurgePV starts at $1,499/user/year vs. Aurora's $2,640–$6,000+.
What is the difference between solar quoting software and solar proposal software?
Solar quoting software generates price estimates, while solar proposal software creates full client presentations with 3D visuals, financial projections, and equipment specs. SurgePV combines both — auto-populating quotes and converting them into branded, interactive proposals in a single workflow.
How do I create a solar proposal that clients sign on the first visit?
Share the proposal while the client is still engaged. SurgePV lets you design the system, present 3D visuals, and generate a branded proposal with financing comparisons in under 20 minutes. The interactive web format lets clients forward to decision-makers and review on any device.
Design More. Sell More. Build More.
Join 500+ solar companies who saw SurgePV in action and never went back to their old tools.
