Managing a solar installation business isn’t just about installing panels and running site surveys. A big part of winning deals comes down to how quickly and accurately you can send a solar quotation or a solar proposal to a potential customer.

Think about this: a homeowner reaches out to three solar companies for a proposal. Company A responds in two days with a simple spreadsheet. Company B takes a week and sends a long, confusing document. Company C responds the same day with a professional, branded solar power proposal that includes pricing, financing options, and technical details.

Who do you think wins the deal?

Speed, accuracy, and presentation matter. That’s where proposal automation comes in—and Fuzen’s Solar CRM Template makes it easy.

In this guide, we’ll look at how you can automate your quotation and proposal process using Fuzen’s Solar CRM, and how this one feature can transform your solar sales.

Why Automating Proposals Matters for Solar Companies

Before we get into the “how,” let’s cover why this is so important.

Faster response = higher win rates
In solar sales, the faster you send a solar quotation, the more likely you are to close the deal. Prospects often get multiple proposals, and being first puts you at an advantage.
Accuracy builds trust
Mistakes in a solar power proposal—wrong system size, missing components, incorrect pricing—can make a potential customer lose confidence in your business. Automation reduces human error.
Consistency shows professionalism
When every proposal follows the same design, branding, and structure, your company looks polished and reliable.
Scalability without extra staff
As your business grows, proposal automation ensures your team isn’t spending hours creating repetitive documents.

Automation frees your sales team to focus on what really matters: building relationships and closing deals.

Proposal Generation in Fuzen’s Solar CRM

Fuzen’s Solar CRM Template is designed to handle the entire solar sales process—from capturing leads to generating proposals, tracking pipelines, and managing site surveys. Let’s break down how proposal generation works inside the system.

1. Capture Leads and Add Project Details

Whenever a new inquiry comes in, you can create a Lead Record in the CRM. Basic customer information (name, phone number, address) and project details (roof size, energy requirements, budget) are stored in one place.

create leads GIF

This information later flows directly into the solar proposal template. No need to re-enter data multiple times.

2. Store Site Survey and Engineering Inputs

For solar projects, site surveys are critical. Fuzen’s CRM has a Site Survey and Engineering Tab where you can store details like:

Roof type and angle
Shading and sunlight hours
Load requirements
Available space for panels
Site length and altitude

Store Site Survey and Engineering Inputs

These technical details are directly linked to the solar quotation. When you generate a proposal, the survey inputs ensure accuracy.

3. Generate Proposal PDFs Instantly

This is where the magic happens.

Inside the Lead Details Page, there’s a Proposal Tab. With a single click, you can generate a PDF solar power proposal for that customer.

The CRM uses your uploaded HTML Proposal Template to automatically create:

A professional cover page with your branding
Customer details (auto-filled from the lead form)
System design details
Estimated energy savings
Pricing and financing options

Generate Proposal PDFs Instantly

No copy-pasting. No formatting. Just ready-to-send proposals in seconds.

4. Customize Proposal Templates

Every business has its own style. Some want short, one-page solar quotations for quick pricing. Others prefer detailed multi-page proposals with ROI calculations.

Fuzen’s Solar CRM lets you upload your own HTML proposal templates in the CRM Settings Page.

Customize Proposal Templates

This means you can maintain multiple formats:

Quick Quotation – for initial pricing discussions
Detailed Solar Proposal – with technical specifications and savings projections
Financial Proposal – focused on payment plans and financing options

Once uploaded, the CRM uses these templates to generate PDFs automatically for each lead.

5. Track Proposals with the Activity Log

Transparency is key in sales. Fuzen’s CRM automatically records every time a proposal is generated or updated.

This ensures accountability within your sales team and gives managers visibility into every proposal in the pipeline.

Taking Proposal Automation Further with Fuzen AI

The built-in automation is powerful, but the real advantage comes from Fuzen’s AI-powered customization. With a simple prompt, you can extend your proposal system without writing any code.

Here are a few ways to enhance your solar proposal automation:

Multiple proposal formats: Residential, commercial, and industrial proposals tailored to different customer types.
Email automation: Automatically send the proposal PDF to the customer as soon as it’s generated.
Dynamic pricing calculators: Pull system size, equipment cost, and labor rates directly into the quotation.
E-signature integration: Let customers accept the proposal and sign contracts instantly.
Invoicing workflow: Trigger invoice creation once the proposal is accepted.

These upgrades can be done simply by prompting Fuzen’s AI:

“Add e-signature integration to my proposal workflow.”

The system will update your CRM accordingly.

Why This is the Most Inexpensive, Yet Effective Option

Unlike custom-built software or hiring teams for proposal creation, Fuzen Solar CRM is cost-effective:

No coding or developer costs
Minimal setup time
Scales as your business grows
Reduces errors and repetitive work

Essentially, you get enterprise-level automation at a fraction of the price.

Benefits of Automating Solar Quotations with Fuzen

By now, it’s clear why proposal automation is a game-changer. But let’s highlight the specific benefits you get from using Fuzen’s system:

Save 80–90% of the time spent on manual proposal creation
Eliminate errors with data-driven templates
Increase close rates with faster response times
Enhance professionalism with consistent, branded documents
Scale effortlessly as your sales team grows

Instead of drowning in spreadsheets and Word documents, you can run a lean, efficient, and automated sales operation.

How to Get Started

Install the Solar CRM Template from Fuzen.io.
Upload your proposal HTML template in CRM Settings.
Add a new lead and fill out site survey details.
Click “Generate Proposal” from the Lead Details Page.
Send the PDF to your customer instantly.

From there, you can use Fuzen AI to further customize workflows—adding automation, multiple templates, or integrations as your business grows.

Examples of Automating Quotation/Proposal Generation Workflows

Lead Capture → Proposal PDF → Email
A new lead enters the system. Fuzen auto-fills the proposal template and emails it to the client instantly.
Site Survey Integration → Dynamic Pricing → E-Signature
Survey inputs adjust system sizing and cost. The proposal is generated, sent, and signed digitally—all automatically.
Multiple Proposal Templates
Residential and commercial leads get different templates without manual intervention.

These workflows show how automation eliminates manual effort while increasing speed and accuracy, directly boosting your sales conversion rates.

Conclusion

Proposal generation is one of the most important steps in the solar sales cycle. If you’re still creating proposals manually, you’re slowing down your business and risking costly errors.

With Fuzen’s Solar CRM Template, you can automate solar quotation and solar proposal generation in just a few clicks. The result? Faster responses, professional documents, higher win rates, and a scalable sales process.

The time you save on paperwork is the time you can spend closing more deals and installing more solar panels.

How to Automate Quotation and Proposal Generation in Your Solar CRM