Proposal Summary
Customer & Project
| Customer | — |
|---|---|
| Property | — |
| Proposal | — |
| Installer | — |
| Project duration | — |
Performance & Finance
| Solar coverage | — |
|---|---|
| Cost per watt | — |
| Monthly energy savings | — |
| Bill before / after solar | — |
| Monthly payment | — |
| Lifetime savings | — |
| Estimated ROI | — |
| Break-even estimate | — |
Equipment Summary
| Item | Details |
|---|
Cost Breakdown
| Cost Item | Amount |
|---|---|
| Net Project Cost | $0 |
Energy & Savings Projection
| Year | Production (kWh) | Utility Rate | Annual Savings | Cumulative Savings |
|---|
Environmental Estimate
CO₂ avoided: —
Tree equivalent: —
Environmental factors are editable assumptions, not certified emissions claims.
Scope, Terms & Warranty
Scope: —
Milestones: —
Warranty: —
Proposal valid: —
How a Solar Installation Proposal Helps Customers
A solar installation proposal turns technical project details into a clear buying document. It connects electricity usage, system design, equipment choices, project cost, financing, and expected savings. A strong proposal also records the assumptions behind every estimate. This helps customers understand which figures are fixed and which depend on utility rates, weather, shading, equipment performance, or incentive eligibility. The generator above keeps these inputs together so installers can prepare a consistent presentation instead of rebuilding calculations for every customer.
Key Calculations in the Proposal
Annual production is estimated from system size, daily peak sun hours, and the selected performance ratio. Solar coverage compares projected production with annual electricity consumption. First-year savings use the editable electricity rate and energy offset. The projection table can also apply utility price escalation and yearly solar degradation. Project cost combines equipment, labor, permitting, engineering, electrical upgrades, roof work, battery storage, and other charges. Discounts, taxes, rebates, and percentage incentives are then applied to estimate the net project price. Financing calculations show the amount financed and an estimated monthly payment when a loan is selected.
Using Estimates Responsibly
Proposal figures should support a sales discussion, not replace detailed engineering. Actual output can change because of roof geometry, shading, equipment clipping, temperature, soiling, outages, snow, utility curtailment, or local weather. Incentive rules and electricity tariffs can also change. Installers should verify site conditions, structural requirements, electrical capacity, permits, interconnection rules, and current program eligibility before contract signing. Customers should receive equipment warranties, workmanship terms, payment milestones, exclusions, and expected project timing in writing. A final proposal should also identify who handles permits, utility applications, inspections, monitoring activation, and post-installation support. Clear responsibilities reduce misunderstandings during construction. Comparing the modeled bill before and after solar can also help customers understand the estimated financial effect without treating future utility costs as guaranteed. The downloadable CSV is useful for internal review, while the PDF creates a customer-facing record of the current assumptions and results.
Sample Proposal Data
| Proposal Item | Example | Purpose |
|---|---|---|
| System size | 8.2 kW | Defines rated solar capacity. |
| Annual usage | 12,000 kWh | Provides the electricity baseline. |
| Peak sun hours | 5.2 hours/day | Supports production estimation. |
| Performance ratio | 82% | Accounts for modeled system losses. |
| Project lifespan | 25 years | Sets the savings projection period. |
Frequently Asked Questions
How is annual solar production estimated?
The tool multiplies system size by peak sun hours, 365 days, and the performance ratio. Site-specific modeling may produce a different result.
Does the payback period include financing interest?
No. The simple payback shown here divides estimated net project cost by first-year savings. Financing interest is displayed separately through the loan payment estimate.
Can I enter local rebates and tax credits?
Yes. The form includes a fixed rebate field and a percentage incentive field. Confirm current eligibility before presenting incentives as guaranteed.
How are lifetime savings calculated?
Each year applies the selected solar degradation and electricity-rate increase. Annual savings are accumulated across the chosen system lifespan.
Can the proposal include batteries?
Yes. Battery quantity, capacity, usable percentage, model, warranty, and project cost can all be included in the proposal.
What does the PDF contain?
The generated PDF includes customer details, headline metrics, equipment, cost breakdown, assumptions, financing, environmental estimates, and projection data.