Step-by-step guide

How to Create a Solar Proposal With AI in 2026

A complete solar sales proposal used to take hours of back-and-forth between sales and design. With AI proposal drafting, the same workflow runs from site visit to signed proposal in a single afternoon. This 10-step guide walks installers through using Formfy to draft, send, sign, and track a solar sales proposal.

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The full workflow

Follow these steps in order — most are 1-2 minutes once you've done it once.

  1. 1. Capture the site survey

    Start with the basics — property address, site type (residential or commercial), roof type and age, orientation, shading notes, current utility bill, and rate plan. Type these into Formfy's site-survey intake form so they're available when the AI drafts the proposal.

  2. 2. Describe the project to the AI

    Open the Formfy AI proposal generator and describe the project in a plain-English prompt — system size you're recommending, panel and inverter preference, battery option, financing structure, and any combined work (e.g., re-roof + solar). The AI drafts the proposal in seconds.

  3. 3. Review the draft and add system specs

    Confirm the AI draft's system size, panel make and model, inverter configuration, and battery capacity if applicable. Adjust quantities and models as needed for the specific home or business.

  4. 4. Set the production estimate range

    Enter the annual production estimate range in kWh. Solar savings, rebates, incentives, tax credits, and production estimates can vary by location, utility, system design, eligibility, and policy changes. Use a range, not a single number, so the customer understands variability.

  5. 5. Set the savings estimate range and payback period

    Calculate the savings estimate range using the customer's current monthly bill and the utility rate plan. Show payback period as a range too, so the customer sees both the optimistic and conservative cases.

  6. 6. Add financing options

    List the financing options you offer in the customer's market — cash, loan, lease, PPA. Include estimated monthly payments and total cost over the term for each option. Make it easy for the customer to compare.

  7. 7. Add warranty and timeline

    Drop in panel warranty, inverter warranty, workmanship warranty, and battery warranty terms. Add the installation timeline with milestones — site assessment, design, permitting, installation, interconnection, and inspection.

  8. 8. Add the disclaimer and e-signature block

    Include the variability disclaimer — "Solar savings, rebates, incentives, tax credits, and production estimates can vary by location, utility, system design, eligibility, and policy changes." — directly in the proposal. Then add the customer signature, initials, and follow-up preferences block.

  9. 9. Send by SMS, email, link, or QR code

    Send the proposal link to the customer's phone by SMS, email, public link, or QR code. They open the mobile-friendly form, review the proposal, and sign on any device — no app download required.

  10. 10. Track, follow up, and reuse

    Watch the live dashboard for opened, viewed, and signed status. Configure automatic reminders for unopened or unsigned proposals. Once the proposal is signed, turn it into a reusable template for the next customer with similar specs.

Frequently asked questions

How long does it take to create a solar proposal with AI?

With Formfy, drafting a complete solar proposal from a plain-English prompt takes a minute or two. Customizing system specs, savings range, financing, and warranty adds another 10–15 minutes. Same-day site-visit to signed-proposal turnaround is the core workflow.

Do I need a separate 3D shade modeling tool?

For design-heavy projects, yes — tools like Aurora Solar specialize in 3D shade modeling and roof imagery. Formfy focuses on the proposal drafting, delivery, and signature workflow. Many installers use a design tool for shade and a proposal tool like Formfy for the customer-facing send.

Can I include battery storage in the AI proposal?

Yes. Describe the battery option in the prompt — capacity in kWh, backed-up loads, and warranty. The AI drafts the battery line items alongside the solar proposal so the customer sees both in one document.

Can the customer sign the proposal on their phone?

Yes. Formfy sends the proposal as a mobile-friendly link by SMS, email, public link, or QR code. The customer reviews on any device, types or draws their signature, and submits — the signed PDF lands in your dashboard instantly with full audit trail.

Are AI-drafted solar proposals legally binding once signed?

Electronic signatures captured on AI-drafted solar proposals can be legally binding 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.

How much does AI solar proposal software cost?

Formfy starts at $19/month for 100 submissions, scaling to higher tiers for 300, 1,000, and 2,500 submissions per month. A 15-day free trial is included on every plan, no credit card required.

Try it in Formfy

Open the AI Copilot, paste your prompt, and watch a full draft appear in seconds. Free to start, no card required.

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