Solar sales proposal templates help you to automate the task of creating, approving and sending proposals to your client.
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.
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.
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.
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.
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 –
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.
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.
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.
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.
Provide contact details for sales office and head office of your company.
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 DriveDownload as a MS Word fileDownload PDF file
You can use a standardized quotation template to easily automate solar project quotes. The important part of this automation will be a database of all information collected from your prospects – site survey data, budget, requirements, electricity consumption etc.
When you have all this data available in your CRM or in a spreadsheet, you can then use a script or some other automation workflow to create a project quote by plugging the prospect data into your proposal template.
Fuzen.io offers you a CRM software customized for solar projects. Fuzen’s solar CRM uses a Google spreadsheet to gather all the important inputs needed for a solar project proposal. This CRM also comes with project proposal templates that can be easily customized.
When you want to create a project quote for a customer, Fuzen will plug the prospect information into your customized proposal template. You can then email the PDF quote directly from CRM dashboard.
This solar project CRM is available for a free trial. It doesn’t require any credit cards. Click here to start your 7 day free trial.
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