Solar proposal template files for different project types

Solar sales proposal templates help you to automate the task of creating, approving and sending proposals to your client.

Why to use a solar proposal template

The typical sales process for a solar installation business is usually quite complex, involving site surveys, a lot of documentation and preliminary engineering. Understandably, it consumes much of time and effort of your sales reps and puts a lot of strain on them.

The amount of work involved in the solar sales process also limits the number of leads that you can work with in your sales pipeline.

One way to increase the bandwidth of your sales channel is to hire more sales people. But a more cost effective, quicker and scalable solution would be to automate parts of your sales process.

You can use a software to automate the proposal creation and submission using a standard template. When you have a standard template, data from your solar CRM software can be easily plugged into that template to create a proposal in seconds.

solar proposal template in Google Doc format

Typical contents for solar proposal

Now let’s look at the typical contents of proposal for a solar PV solution and how you can turn those into a proposal template.

Company Profile

Use the company profile section to establish credibility and trust around your business. If your business has been operational for a while, talk about your experience, past projects, recognition over the years.

However, if you are a new business, you can mention how your business is growing fast, catering to new happy customers each month.

Focus on your strengths to build trust with the customer.

Project or Requirement Details

It is always a good idea to start the proposal with the details of the proposed solar project. In this section you can specify your understanding of the requirements given to you by the customer.

That will help in confirming that you have correctly captured the customer requirements and accordingly proposed a solution. If there is ANY gap between customer’s expectations and your proposal, it can be identified and taken care of at the proposal stage.

Solution Details

This is one of the most important part of the proposal capturing all the technical details of the proposed solar PV installation. It should cover details like –

  • Customer and site details captured in site survey
  • Scope of work – all estimated activities
  • Project schedule
  • Bill of materials (BOM)
  • Details of preliminary design (if applicable)
  • Simple sketch, schematic of the proposed installation
  • Details of important material items – PV panels, inverter etc.

Use this section of your proposal to get the technical approval from your customer. This section should be very detailed in case of larger projects where the technical proposal is reviewed by customer’s engineer. In that case a detailed technical proposal will help in establishing your credibility on the technical side.

When you are proposing for smaller residential solar projects, you need to make this section easy to understand to a home owner, rather than making it very detailed.

Assumptions

If you have made any assumptions at the time of making this proposal it is better to clearly state them as such. Your customer should also understand those assumptions and sign off on them.

This will only help you avoid any misunderstanding and disputes later on.

Financial Analysis

The detailed pricing for all materials, installation work and any other services should be listed in this section.

Also use this space to provide a basic return on investment (ROI) analysis for the customer. This is especially important for home owners who will not do such analysis otherwise on their own.

Terms & Conditions

Details of contract, guarantee / warranty, payment terms, taxes, duties, freight charges should be covered in this section, if not already covered in financials.

Use this section to legally safeguard your proposal with following clauses – limitation of liability, indemnification, insurance, force majeure, arbitration etc. When you create a proposal template for your solar projects, get the standard terms and conditions reviewed by your lawyers.

Contact Details

Provide contact details for sales office and head office of your company.

Templates

In line with the guidelines discussed so far, we have created a standardized solar proposal template. It is available in – Google Doc, MS Word or PDF formats. You can download it for free, modify it to suit for your own business and then use it to create actual proposals for your customers.

Get it in Google Drive
Download as a MS Word file
Download PDF file

We also have a CRM software customized for solar projects. It connects easily with your site survey data and preliminary engineering design data.

You can connect our solar CRM to this template to completely automate the creation of your proposals.

Click here to start your 7 day free trial.

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