Solar Proposal Template — AI-Drafted, Mobile, E-Signature Ready

What this template is for

This template is for solar installers and sales reps who want to send a signed proposal to a homeowner or commercial buyer on the same day as the site visit. It covers the structure of a complete solar sales proposal — system specs, savings range, financing, warranty, and signature — and lets you customize every field for the specific project.

What the AI can include

When you describe your business and how you plan to use this template, Formfy can draft a starting version that includes:

• Customer name, contact information, and property address
• Site type (residential or commercial) and roof or mount type
• Estimated system size in kW DC
• Panel and inverter make, model, and quantity
• Battery storage option, capacity, and backed-up loads
• Annual production estimate range in kWh
• Savings estimate range and payback period
• Utility rate plan and current monthly bill
• Financing options (cash, loan, lease, PPA)
• Federal solar tax credit and rebate eligibility notes
• Warranty highlights — panel, inverter, workmanship, battery
• Installation timeline and milestone schedule
• Permitting, interconnection, and inspection responsibilities
• Cancellation and change-order policy
• Customer signature, initials, and follow-up preferences

Field checklist

Send by SMS, email, link, or QR code

Send the proposal to the customer's phone by SMS, email, public link, or QR code. The customer reviews on a mobile-friendly form, types or draws their signature, and submits — the signed PDF lands in your Formfy dashboard with full audit trail (IP, timestamp, signature geometry).

Customize before publishing

Every template is a starting point — open it in the Formfy editor to customize fields, reword clauses to match your jurisdiction, add your brand colors, set notifications, and connect SMS or email delivery before you publish. Review your solar sales contract with qualified counsel before going live.

Important note

Solar savings, rebates, incentives, tax credits, and production estimates can vary by location, utility, system design, eligibility, and policy changes. Formfy provides a proposal-drafting and signature workflow; 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 before contract signature.

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