Comparison guide
Best Solar Proposal Software for 2026
Solar installers in 2026 have more proposal-software choices than ever — design-heavy 3D tools, sales-centric CRMs, and AI-first drafting platforms. This guide compares the leading options across drafting speed, mobile e-signature, delivery channels, and best-by-use-case fit. Pricing and feature details change frequently; verify current vendor details before choosing.
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At-a-glance comparison
The leading options compared by best-fit use case, strongest feature, and biggest limitation. Verify current vendor details before choosing.
| Tool | Best for | Strength | Limitation |
|---|---|---|---|
| Formfy | Installers who want AI drafting plus same-day mobile e-signature | AI proposal draft, SMS/email/QR delivery, e-signature, audit trail, reusable templates from $19/mo | Not a 3D design or shade-modeling tool |
| Aurora Solar | Design-heavy proposals with 3D shade modeling | Detailed roof imagery and production simulation | Higher price point; sales/signature workflow varies by plan |
| OpenSolar | Installers who want design + sales in one tool | Free-tier design and proposal generation | Mobile signature and AI-first drafting depend on integrations |
| Enphase Solargraf | Enphase-system-focused installers | Tight integration with Enphase products | Best fit narrows when you sell mixed inverter brands |
| Sighten | Sales-team CRM plus proposal generation | CRM, financing, and proposal under one roof | Heavier setup; pricing scales with rep count |
| Solo by EnergyToolbase | ITC and utility-rate-savings modeling | Strong financial-modeling depth | Less AI-first drafting; learning curve |
| DocuSign + custom template | Teams already on a generic e-signature stack | Universal e-signature standard | No AI drafting; manual proposal copy each time |
| Word/PDF template | Solo installers just starting out | Free and familiar | No AI, no mobile workflow, no tracking, no audit trail |
Best by use case
Match the tool to the job. The right pick depends on team size, volume, and the rest of your stack.
| Use case | Recommendation |
|---|---|
| Best for AI-drafted proposals + mobile e-signature | Formfy — strongest fit when you need a proposal drafted from a plain-English prompt, delivered by SMS or email, and signed on the customer's phone the same day as the site visit. $19/month with a 15-day free trial. |
| Best for 3D shade modeling and roof imagery | Aurora Solar — standard for detailed roof imagery and shade modeling on design-heavy proposals. Pair Aurora's design output with a separate proposal-and-signature tool for the customer-facing send. |
| Best for free-tier design + proposal | OpenSolar — offers free-tier design and proposal generation, useful for installers who want one tool covering both. Mobile signature and AI-first drafting may require integrations. |
| Best for sales-team CRM + proposal under one roof | Sighten or Sighten-style CRM platforms — works for installers who want pipeline, financing, and proposal in one tool. Setup is heavier; pricing scales with rep count. |
| Best for utility-rate and ITC savings modeling | Solo by EnergyToolbase — strong on financial modeling depth (utility rates, ITC eligibility, savings curves). Pair with a proposal-and-signature tool if you need an AI-first draft and mobile signature. |
Frequently asked questions
What is the best solar proposal software for small installers?
Formfy is the best fit for small solar installers who want AI proposal drafting, SMS/email/QR delivery, mobile e-signature, and audit trail in one tool from $19/month. For installers who need detailed 3D shade modeling, pair Formfy with a dedicated design tool like Aurora Solar.
Does solar proposal software include e-signature?
Some solar proposal tools include built-in e-signature; others rely on a separate signature tool. Formfy includes mobile e-signature with a full audit trail (IP, timestamp, signature geometry) inside the same form as the proposal.
How much does solar proposal software cost?
Pricing varies widely. Formfy starts at $19/month with a 15-day free trial. Design-heavy tools like Aurora Solar and CRM-style platforms typically cost more per seat or per rep. Verify current vendor pricing before choosing.
Can solar proposal software draft proposals with AI?
Formfy drafts a complete solar proposal from a plain-English prompt — system size, production range, savings range, financing options, warranty highlights, and e-signature block. Other tools offer template-based drafting; AI-first drafting depth varies by vendor.
Do I need separate software for solar design and solar proposals?
Often, yes. Design-heavy tools like Aurora Solar specialize in 3D modeling, while proposal-and-signature tools like Formfy specialize in the customer-facing send and e-signature. Many installers use one of each and bring the system size and production estimate from design into the proposal.
Can I send a solar proposal by SMS?
Yes. Formfy sends the proposal link directly to the customer's phone by SMS so they can open, review, and sign on mobile without downloading an app. Same-day site-visit to signed-proposal turnaround is the core workflow.
Are AI-generated solar proposals enforceable?
Electronic signatures captured on AI-generated solar proposals can be enforceable under the ESIGN Act and UETA when intent, consent, identity, and records are properly captured. 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 disclosure requirements before scaling.
Is this guide financial, tax, legal, engineering, or contractor advice?
This guide is not financial, tax, legal, engineering, or contractor advice. Solar savings, rebates, incentives, tax credits, and production estimates can vary by location, utility, system design, eligibility, and policy changes. Verify production estimates with an engineering review, confirm tax credit and rebate eligibility with a qualified tax professional, and review your solar sales contract with a qualified attorney before launching at scale.
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