Solar Proposal Software for Solar EPC Companies
Create professional solar proposals with branded PDFs, savings and payback calculations, warranty and payment terms, and share them with customers by email, WhatsApp or link.
What is Solar Proposal Software?
Solar proposal software helps solar EPC companies and installers in India explain a solar system to a customer in one document. Doctor Solar Wala, a solar business management platform, turns your project details into a branded proposal with system details, cost, savings, payback, warranty and payment terms.
Why Use Software for Solar Proposals?
Preparing proposals manually, often leads to:
- Savings, payback and EMI are calculated by hand in spreadsheets
- Every proposal looks different depending on who prepared it
- Warranty and payment terms are missed or written inconsistently
- Proposal numbers and versions get mixed up
- Nobody knows whether the customer opened the proposal
Solar Proposal Features
On-Grid, Off-Grid & Hybrid
Prepare proposals for on-grid, off-grid and hybrid systems, plus a dedicated format for solar atta chakki systems.
Financial Calculations
System cost, GST, subsidy, net investment, yearly and lifetime savings, payback period, 25-year return and EMI from one calculation.
Generation Estimate
Estimated yearly generation based on system size, using a minimum of 4.5 units per kW per day.
Company Branding
Your logo, address, GSTIN, contact details and bank details on every proposal.
Warranty Details
Panel performance and balance-of-system warranty shown clearly in every proposal.
Payment Terms
A standard 70% / 30% payment schedule, before material delivery and after installation.
PDF Proposals
Generate a customer proposal PDF together with an internal vendor copy.
Email, WhatsApp & Link
Email the proposal, share it on WhatsApp, or send a link the customer can open without logging in.
View Tracking
See when a customer opens the proposal and follow its timeline.
Status & Versions
Track proposals from draft to sent, viewed, negotiation, accepted or rejected, with automatic numbers and versions.
Solar System and Project Details in a Proposal
- Customer, site, roof and location details
- System size, system type and battery backup
- Monthly consumption and estimated generation
- Cost with GST, subsidy (when switched on) and net investment
- Savings, payback period, 25-year return and EMI options
- Warranty details and 70/30 payment terms
How the Solar Proposal Workflow Works
- Lead
- Quotation
- Project
- Proposal
- Customer Accepts
Leads are managed in the CRM and can receive a quotation. Proposals are generated from a solar project once its costing is filled in, and each proposal gets its own number and version. Customers can then view and accept the proposal online. A proposal does not create a project by itself.
Private to Your Company
Each company's proposals are visible only to its own team. Proposal links shared with customers show only customer-facing details.
Part of a Complete Solar Platform
Proposals connect with the rest of Doctor Solar Wala for solar EPC companies, installers and solar businesses.
Who It's For
Solar EPC companies, rooftop solar installers and solar businesses in India that send proposals to residential, commercial and agricultural customers.
Solar Proposal Software vs Manual Documents
| Task | Manual documents | Doctor Solar Wala |
|---|---|---|
| Savings and payback | Calculated by hand in spreadsheets | Calculated from one shared formula |
| Branding | Copied into each document | Taken from company settings |
| Numbering | Typed manually | Automatic numbers and versions |
| Sharing | Attached to emails one by one | Email, WhatsApp or customer link |
| Customer response | Unknown until they call | View tracking and online acceptance |
Frequently Asked Questions
What is solar proposal software?
Solar proposal software helps solar companies turn a customer's site, energy and system details into a professional proposal document that explains the solar system, its cost, expected savings, warranty and payment terms.
What does a Doctor Solar Wala solar proposal include?
A proposal can include customer and site details, system size and type, estimated generation, system cost with GST, subsidy where applicable, net investment, yearly savings, payback period, 25-year return, EMI options, warranty details and payment terms.
Which solar system types are supported?
Proposals can be prepared for on-grid, off-grid and hybrid solar systems. A separate proposal format is also available for solar atta chakki (flour mill) systems.
Is the subsidy included in the proposal?
A subsidy toggle on each proposal controls this. It is on by default for residential customers and off for others, and you can switch it on or off for each proposal.
Can I add my company branding to proposals?
Yes. Proposal PDFs use your company logo, address, GSTIN, contact details and bank details from your company settings.
How do I share a proposal with a customer?
You can email the proposal, share it on WhatsApp, or send a link where the customer can view and download it. You can see when the customer has viewed the proposal.
Can customers accept a proposal online?
Yes. From the proposal link, the customer can accept the terms and type their name to accept the proposal. The proposal status then changes to accepted and your team is notified.
How do I start using Doctor Solar Wala for proposals?
Create an account on the Doctor Solar Wala website and start on the free plan without a credit card. After setting up your company profile you can create projects and generate proposals.