Solar Sales Proposal Templates
Six solar sales proposal templates, from residential purchase to financing, lease, and commercial, with savings, system details, and incentives that close deals. Use the variants as they are, fill in the placeholders, or download the editable Word file.
Made by Anatolii Ulitovskyi 
Fact-checked by RH Fardin Updated 1. Residential purchase
When to useUse this for a homeowner buying a system outright.
Executive summary
Prepared for customer name by company name. This proposal shows how a solar system can lower your electric bill and pay for itself over time.
Your system
system size, sized to your home's energy use and roof, based on our site survey.
Your savings
savings, with a clear estimate of your monthly and lifetime savings versus your utility.
Investment and incentives
price, before applicable tax credits and rebates, which we break down so you see the true net cost.
Timeline and next step
From signing to switch-on typically takes a few weeks. The next step is next step to reserve your install.
2. Loan-financed
When to useUse this when a homeowner will finance the system.
Executive summary
Prepared for customer name by company name. This proposal shows how you can go solar with little to nothing down using financing.
Your system
system size, designed for your home and energy needs.
The math that matters
savings: in many cases, your monthly loan payment is lower than your current electric bill, so you save from day one.
Financing and incentives
price total, with financing options and the tax credits and rebates you qualify for, all laid out clearly.
Next step
The next step is next step, and we will handle the paperwork with you.
3. Lease or PPA
When to useUse this for a lease or power purchase agreement.
Executive summary
Prepared for customer name by company name. This proposal covers going solar with no upfront cost through a lease or power purchase agreement.
How it works
system size installed at no upfront cost. You pay for the power it produces, typically at a lower rate than your utility.
Your savings
savings, with predictable payments and protection from rising utility rates.
Terms
price structure explained in plain terms, including the agreement length and what happens at the end.
Next step
The next step is next step to see if your home qualifies.
4. Commercial
When to useUse this for a business considering solar.
Executive summary
Prepared for customer name by company name. This proposal shows how solar can cut your business's operating costs and support your sustainability goals.
Your system
system size, engineered for your facility's load and available roof or ground space.
The business case
savings, including payback period, return on investment, and the impact on your operating expenses.
Investment, incentives, and depreciation
price, with the commercial tax credits, incentives, and depreciation benefits that improve the return.
Next step
The next step is next step, and we can present to your stakeholders.
5. Battery storage add-on
When to useUse this to add storage for backup and more savings.
Executive summary
Prepared for customer name by company name. This proposal adds battery storage so you have power during outages and get more from your solar.
What storage adds
- Backup power for your essentials when the grid goes down.
- More savings by using stored solar in the evening.
- Greater energy independence.
Your system
system size of storage paired with your solar, sized to what you want to keep running.
Investment and incentives
price, with any storage-specific incentives applied, and savings from smarter energy use.
Next step
The next step is next step to design the right storage for your home.
6. Audit to proposal
When to useUse this when the proposal follows a real site survey.
Executive summary
Prepared for customer name by company name. Based on our energy audit and site survey, here is a tailored solar recommendation for your property.
What we found
- Your current energy use and utility costs.
- Your roof condition, orientation, and any shading.
Our recommendation
system size, sized precisely to your usage, projected to deliver savings.
Investment and incentives
price, net of the credits and rebates you qualify for.
Next step
The next step is next step. Because this is based on a real audit, the numbers are grounded, not guesses.
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How to use
How to use this template
- 1
Pick the closest variant. Choose by the situation, not only by the channel.
- 2
Replace every placeholder in brackets. If you cannot fill one, ask the customer one short question first.
- 3
Save the final wording where your team works: your CRM, your help desk, or saved replies and the knowledge base in CRMsoftware.pro.
- 4
Review the results every week. Drop the variants that confuse people and improve the ones that work.
FAQ
Frequently asked questions
Can I use these templates commercially?
Yes. Copy, edit, and use them in your business, client work, CRM, help desk, or CRMsoftware.pro workspace.
What should a solar sales proposal include?
How solar works for the customer, findings from the site survey, the system size, projected savings, the price with incentives, and a clear timeline and next step (Solargraf).
Should I show savings or just price?
Both, but lead with savings. Customers weigh solar against their utility bill, so showing monthly and lifetime savings makes the price make sense.
How do I present financing options?
Clearly separate purchase, loan, and lease or PPA, and show how each affects upfront cost and monthly payment. With a loan, note when the payment beats their current bill.
Why include the site survey in the proposal?
Details like roof condition, orientation, and shading add credibility and show the system was designed for their actual home, not a generic estimate.
Should I mention tax credits and rebates?
Yes. Break out the incentives so the customer sees the true net cost, which is often far lower than the sticker price.
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