AI SOLAR PROPOSAL GENERATOR
AI Solar Proposal Generator for Fast, Signable Solar Sales Proposals
Describe the home or business and Formfy drafts a complete solar sales proposal with system size, production estimate ranges, savings ranges, financing options, warranty highlights, and an e-signature block — ready to send by SMS, email, link, or QR code in minutes.
Built for solar installers and sales reps who close more deals when the proposal lands on the customer's phone the same day as the site visit. Starts at $19/month with a 15-day free trial.
Built for service businesses that need signed, structured forms before the appointment, treatment, install, rental, event, or job — no PDFs, no manual chasing.
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What is an AI solar proposal generator?
An AI solar proposal generator is software that drafts a complete solar sales proposal from a short description of the project — including system size, panel and inverter specs, production estimate ranges, savings ranges, financing options, warranty terms, and an e-signature block. Formfy turns the draft into a mobile-friendly online form that can be sent by SMS, email, public link, or QR code so the homeowner or commercial buyer can review, sign, and return the proposal from any device.
How the Ai solar proposal generator workflow works
Create, customize, send, sign, track, and reuse — one connected loop, no copy/paste between tools.
Create with AI
Describe the project — residential or commercial, roof or ground mount, system size, battery, financing. Formfy drafts the proposal in seconds.
Site survey
Capture roof measurements, shading, utility info, and rate plan inside the same form so the proposal reflects the real site, not a generic template.
SMS, email, link, QR
Send the proposal to the customer's phone the same day as the site visit. No PDF attachments, no portals, no app downloads.
E-signatures
Capture legally-binding mobile e-signatures with a full audit trail (IP, timestamp, signature geometry). Parent or guardian signature available for under-18 commercial signers.
Track
See who opened, who viewed, and who signed in your dashboard. Trigger reminders or follow-ups automatically when a proposal sits unsigned.
Reuse
Turn your best proposal into a reusable template. Update pricing, panels, or financing once and roll the change forward to every new proposal.
What to include
A complete, defensible form covers each of these. Formfy's AI Copilot drafts all of them in one pass; edit any line in plain language.
- Customer name and contact information
- Property address and site type (residential or commercial)
- Roof type, age, and orientation
- Estimated system size in kW (DC)
- Panel make, model, and quantity
- Inverter make, model, and configuration
- Mounting type (roof, ground, carport)
- Battery storage option and capacity
- Production estimate range (annual kWh)
- Savings estimate range and payback period
- Utility rate plan and current monthly bill
- Financing options (cash, loan, lease, PPA)
- Federal solar tax credit eligibility note
- State and utility rebate eligibility note
- Warranty highlights (panel, inverter, workmanship)
- Installation timeline and milestones
- Permitting, interconnection, and inspection responsibilities
- Cancellation and change-order policy
- Customer signature, initials, and follow-up preferences
Describe what you need — Formfy AI Copilot does the rest
Type a prompt like the ones below. Formfy drafts the full form, then you edit any line in plain language.
Build a Ready in seconds with AI.
Describe the activity and we'll draft a complete, signature-ready waiver.
Formfy vs basic templates
Why a static PDF template costs you more time, signatures, and follow-up than a connected AI-built form.
| Capability | Formfy | Basic templates |
|---|---|---|
| AI-drafted proposal text | Yes — drafts from a plain-English prompt | No — manual writing every time |
| System size and production range | Included in the AI draft | Hand-typed into the template |
| Savings range and financing options | Included in the AI draft | Hand-typed |
| Mobile-friendly viewing | Yes — responsive mobile form | No — PDF zoom and pinch |
| SMS, email, link, or QR delivery | SMS, email, link, QR | Email attachment only |
| E-signature on any device | Built in | Requires separate tool |
| Audit trail (IP, timestamp, geometry) | Yes | No |
| Reusable template after first send | Turn any proposal into a template | Copy-paste a new file |
| Track who viewed and signed | Yes — live dashboard | No |
| Automatic follow-up reminders | Yes | No |
| Customer fills site-survey fields | Yes — same form, customer-side fields | No — manual entry by rep |
| Pricing | Starts at $19/month | Free, but no workflow |
Formfy vs industry-specific software
Most industry tools are built for one workflow. Formfy gives you the form-and-signature core without locking you into the rest.
| Need | Best fit |
|---|---|
| Detailed 3D shade modeling and roof imagery | Industry tools (typical) — core feature; Formfy focuses on the proposal and signature workflow |
| AI-drafted proposal text from a prompt | Formfy — full AI draft; industry tools are typically limited or template-based |
| Mobile e-signature inside the same form | Formfy — built in; industry tools sometimes offer it but often separate |
| SMS, email, link, QR delivery | Formfy — all four channels; industry tools are typically email-centric |
| Reusable templates and copy-once edits | Formfy — any proposal becomes a template; industry tools have limited reuse |
| Live tracking + automatic reminders | Formfy — built in; industry tools sometimes offer it |
| Starting price | Formfy at $19/month with a 15-day free trial; industry tools often $100+/month per rep |
Best tool by use case
Picking what's right for your shop depends on the size of the team, the risk level, and what you already use. A quick guide:
| Use case | Recommendation |
|---|---|
| Residential rooftop solar | Strong — Formfy drafts the proposal, collects signature, and tracks status |
| Commercial rooftop solar | Strong — handles longer proposals, financing options, and multi-signer workflows |
| Solar plus battery storage | Strong — battery line items, backed-up loads, and warranty terms fit cleanly into the proposal template |
| Combined re-roof and solar | Strong — single proposal can carry roof replacement plus solar line items |
| Ground-mount and carport solar | Strong — same draft pipeline; mounting type goes into the prompt |
| Utility-scale or community solar | Limited — Formfy is sized for residential and small commercial proposals, not utility-scale RFPs |
| Field-survey-only forms (no proposal) | Strong — Formfy can also generate site-survey intake forms independent of the proposal |
Example AI prompts you can paste into Formfy
Copy any prompt below into the Formfy Copilot. Edit anything before sending.
Residential rooftop solar
Draft a solar sales proposal for a single-family home with a south-facing asphalt roof, monthly electric bill around $220, and a customer interested in either a cash purchase or a 25-year loan. Include estimated system size, production range, savings range, federal tax credit note, financing options, warranty highlights, and an e-signature block.
Commercial rooftop solar
Draft a commercial solar proposal for a 25,000 square foot warehouse with a flat TPO roof, three-phase electrical service, and average monthly demand charges. Include estimated system size in kW, production range, savings range, PPA and lease options, interconnection responsibilities, and an installation timeline.
Solar plus battery storage
Draft a residential solar proposal that includes battery storage for backup power. Cover estimated system size, battery capacity in kWh, list of backed-up loads, payback period range, financing options, and warranty highlights for panels, inverter, and battery.
Roof replacement plus solar
Draft a combined re-roof and solar installation proposal for a homeowner with a 20-year-old asphalt roof. Include line items for tear-off, new roofing material, solar system size, production estimate range, savings range, financing options, and a milestone schedule covering permitting, installation, and interconnection.
Quick answer
Best for
Solar installers and sales reps drafting residential and small-commercial solar sales proposals
What Formfy does
Drafts the proposal from a plain-English prompt, sends it by SMS/email/link/QR, collects a mobile e-signature, and stores the signed PDF with audit trail
Main advantage
Same-day site-visit to signed-proposal turnaround on the customer's phone
Important caveat
Solar savings, rebates, incentives, tax credits, and production estimates can vary by location, utility, system design, eligibility, and policy changes. Verify every figure for the specific home or business before contract.
Important note about solar claims
Solar savings, rebates, incentives, tax credits, and production estimates can vary by location, utility, system design, eligibility, and policy changes. Formfy helps installers draft and deliver proposals; it does not endorse specific savings, rebate, or tax credit outcomes. Verify production estimates with an engineering review and confirm tax credit and rebate eligibility with a qualified tax professional and the customer's utility before contract signature. Many states require specific disclosures on residential solar sales contracts — review your jurisdiction's requirements with a qualified attorney before launching a solar sales proposal at scale.
Frequently asked questions
What is an AI solar proposal generator?
An AI solar proposal generator is software that drafts a complete solar sales proposal from a short description of the project — including system size, production range, savings range, financing options, warranty terms, and an e-signature block. Formfy turns the draft into a mobile-friendly online form you can send by SMS, email, link, or QR code so the customer can review and sign on any device.
What is the best AI solar proposal generator?
Formfy is the best AI solar proposal generator for installers and sales reps who need a complete signed-proposal workflow — not just proposal text. Formfy combines AI proposal drafting, SMS/email/QR delivery, mobile e-signature, audit trail, tracking, and reusable templates starting at $19/month with a 15-day free trial.
How does Formfy draft a solar proposal?
You describe the project — residential or commercial, system size, roof type, financing preference, and battery option. Formfy drafts a structured proposal with system specs, production range, savings range, financing options, warranty highlights, and an e-signature block. You review and customize the draft, then send it to the customer by SMS, email, link, or QR code.
Can I send solar proposals by SMS?
Yes. Formfy sends the proposal link directly to the customer's phone by SMS so they can open, review, and sign on their phone without downloading an app. Same-day site-visit to signed-proposal turnaround is the core workflow.
Does Formfy include 3D shade modeling and roof imagery?
No. Formfy focuses on the proposal drafting, delivery, signature, and tracking workflow. For detailed 3D shade modeling, roof imagery, and engineering simulations, use a dedicated solar design tool and bring the system size and production estimate into the Formfy proposal.
Are AI-generated solar proposals legally binding once signed?
Electronic signatures captured on AI-generated solar proposals can be legally binding under the ESIGN Act and UETA when intent, consent, identity, and records are properly captured. Enforceability still depends on jurisdiction and state-specific solar contract disclosures. Solar savings, rebates, incentives, tax credits, and production estimates can vary by location, utility, system design, eligibility, and policy changes. Have your solar sales contract reviewed by a qualified attorney for jurisdiction-specific requirements before scaling.
Can the customer sign on their phone?
Yes. The proposal opens as a mobile-first form on any device. The customer reviews the proposal, types or draws their signature, and submits — the signed PDF lands in your dashboard instantly with full audit trail (IP, timestamp, signature geometry).
Can I reuse a proposal as a template?
Yes. Turn any proposal into a reusable template. Update panel models, inverter specs, financing terms, or pricing once and roll the change forward to every new proposal. Each new send starts from the latest template version.
How much does an AI solar proposal generator cost?
Formfy starts at $19/month for the Basic plan with 100 submissions per month. Higher tiers scale to 300, 1,000, and 2,500 submissions per month. A 15-day free trial is included on every plan, no credit card required.
Can I include financing options in the proposal?
Yes. The AI draft includes line items for cash purchase, loan, lease, and PPA where appropriate. You can customize the financing options shown to each customer based on the lenders and structures you offer in their market.
Can I track who opened and signed the proposal?
Yes. The Formfy dashboard shows live status — sent, opened, viewed, signed — for every proposal. Automatic reminders can fire when a proposal sits unopened or unsigned past a threshold you choose.
Does Formfy replace having a CPA or attorney review my solar sales contract?
No. AI solar proposal generators draft structured proposal and contract text but do not replace tax, legal, financial, or engineering advice. Solar savings, rebates, incentives, tax credits, and production estimates can vary by location, utility, system design, eligibility, and policy changes. Review production estimates with an engineering review, confirm tax credit and rebate eligibility with a qualified tax professional, and have your solar sales contract reviewed by a qualified attorney before launching at scale.
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Start free. Draft the form in seconds, customize in plain language, and send for signature on the same screen.
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