Solar Quotation Format: Free Excel Template + What to Include (2026)

A clear, professional solar quotation wins more deals - and a messy one loses them. Whether you install 5 kW rooftop systems or commercial plants, the quotation is where the customer decides whether to trust you. This guide shows exactly what to include in a solar quotation, gives you a ready-to-use format, and lets you download a free solar quotation Excel template.

At a glance, a complete solar quotation covers: your company header, the customer and site details, a proposed system summary, an itemised bill of materials, sub total, GST, the PM Surya Ghar subsidy (where eligible), the net payable, and your payment terms and warranty.

The 8 parts of a professional solar quotation

1. Header and company details

Your company name, logo, address, GSTIN and contact details, plus a unique quotation number, date and validity period (commonly 7-15 days). A clear header signals a professional installer and makes the quote easy to reference later.

2. Customer and site details

Customer name, site address, contact, DISCOM and consumer number, sanctioned/connected load, roof type and area, and the average monthly bill. These drive system sizing and the subsidy you can claim.

3. Proposed system summary

Proposed capacity in kWp, system type (on-grid, off-grid or hybrid), module make/wattage/quantity, inverter make and capacity, mounting structure, and the estimated annual generation in kWh. This is the heart of the proposal.

4. Itemised bill of materials (BOQ)

Line items for modules, inverter, mounting structure, DC/AC cables, ACDB/DCDB and protections, earthing and lightning arrestor, net meter, installation and commissioning, and transportation - each with quantity, rate and amount. Buyers (and lenders) want to see the breakup, not just a lump sum.

5. Sub total, GST and subsidy

Sub total of all line items, GST as applicable, and - for eligible residential rooftop systems - the PM Surya Ghar subsidy as a clear deduction. Showing the subsidy line builds trust and makes the net price obvious.

6. Net payable and payment terms

The final net payable after subsidy, plus your payment schedule (for example 70% advance, 20% on delivery, 10% on commissioning). Spell out what triggers each payment.

7. Warranty and inclusions/exclusions

Module, inverter and workmanship warranties, plus what is included (design, supply, installation, net-metering liaison) and excluded (heavy civil work, DISCOM charges, structure strengthening). This prevents disputes later.

8. Terms, validity and signature

Validity of the quote, a note that generation is indicative, GST/price-change clauses, your bank details for advance, and a signature/acceptance line.

Solar quotation format - sample structure

Here is the core line-item structure your quotation should follow. The downloadable Excel template above expands this with auto-calculating amounts, a system summary and a full terms section.

Solar quotation in India: GST, subsidy and net metering

Two India-specific lines matter most. First, GST applies to solar systems - apply the current rate and show it as a separate line (rates change periodically). Second, the PM Surya Ghar subsidy for eligible residential on-grid systems: Rs 30,000 per kW for the first 2 kW, Rs 18,000 for the 3rd kW, capped at Rs 78,000 above 3 kW (central subsidy; state incentives are extra). Show it as a clear deduction so the customer sees the real net price. If the system is on-grid, also note the net-metering process and who liaises with the DISCOM.

How to create solar quotations faster

An Excel template is the right place to start. But once you are sending several quotes a week, rebuilding a spreadsheet each time - re-keying customer data, updating rates, recalculating subsidy, exporting a PDF - eats hours and invites errors.

A solar CRM removes that. It stores your rate card and BOQ, pulls the customer and site data you already captured, applies GST and the PM Surya Ghar subsidy, and generates a branded quotation PDF in seconds - then tracks it through to the sale. Fuzen's Solar CRM template does exactly this. See how to automate quotation and proposal generation, manage solar project BOQ and costs, the best solar design software to pair it with, or compare options in the best solar CRM in 2026.

Frequently asked questions

What should a solar quotation include?

A professional solar quotation includes your company and customer details, a system summary (capacity, modules, inverter), an itemised bill of materials with quantities and rates, the sub total, GST, any PM Surya Ghar subsidy deduction, the net payable, payment terms, warranties and validity. Use the free template above as a starting point.

How do I make a solar quotation in Excel?

Download the free Excel template above, fill in your company header, the customer and site details, and the system summary, then enter quantity and rate against each line item - the amounts and sub total calculate automatically. Add GST and subtract the subsidy to get the net payable, then set your payment terms and validity.

What is the format of a solar quotation in India?

An Indian solar quotation typically follows: header with GSTIN and quote number, customer and site/DISCOM details, proposed system summary, itemised BOQ, sub total, GST, PM Surya Ghar subsidy deduction, net payable, payment terms, warranty and validity. The template above is pre-formatted for this.

How is the PM Surya Ghar subsidy shown in a quotation?

For eligible residential on-grid systems, show the central subsidy as a separate deduction line: Rs 30,000 per kW for the first 2 kW, Rs 18,000 for the 3rd kW, capped at Rs 78,000 for systems above 3 kW (state benefits are extra). Listing it clearly makes the net price obvious to the customer.

Can I automate solar quotations?

Yes. A solar CRM can generate quotations from a template in seconds - pulling customer data, applying your rate card and BOQ, calculating GST and subsidy, and producing a branded PDF. Fuzen's Solar CRM does this end to end, so you spend minutes per quote instead of rebuilding a spreadsheet each time.