Solar and battery proposals priced by your own sizing sheet
Type in the bills, let your spreadsheet size the system, and its cells set the panels, inverter and battery lines the household chooses from, signs and pays a deposit on.
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- Building QuoteCloud since 2013
QuoteCloud is quoting and eSignature software for solar and battery retailers and installers. Your sizing calculator becomes a Spreadsheet block inside the proposal; any cell connects to a price line's description and unit price, and the price table total comes back into a cell for your payback estimate. Homeowners choose a battery, both sign, and pay a deposit.
A drawing of a single-storey house with 15 solar panels on its roof, a battery on the garage wall and an EV charger, from a fictional business, Tallowwood Solar & Storage. In front, the sizing sheet's System tab: cell B7 works out 15 panels with =ROUNDUP(B6*1000/B5,0), B11 works out 2 battery modules, and D19, the panels' price of $2,580, is connected to the proposal. The proposal card for Jess & Arlo Penhaligon shows the panels line, 15 × 440 W panels, with its description and unit price taken from the sheet, then takes turns through three choices: solar only, $5,632.00 with a 3.1-year payback estimate; with a 10 kWh battery, $14,575.00 and 5.3 years; and with the battery and an EV charger, $16,434.00 and 6.0 years. The payback is the installer's estimate, calculated from the price table total brought back into the sheet.
Try it: the sizing sheet that prices the proposal
Change a bill or the evening share in Nate's sheet and watch the linked price lines follow. Then choose a battery as the Penhaligons would, sign as both of them and pay the deposit.
Nate Carrow's view · the sizing sheet in the editor Demo · fictional data
1,880
Usage
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Quarter | kWh used | Days | Cost at your rates | kWh / day |
| 2 | Jan–Mar | 90 | $738.20 | 20.9 | |
| 3 | Apr–Jun | 91 | $684.90 | 18.9 | |
| 4 | Jul–Sep | 92 | $835.60 | 23.5 | |
| 5 | Oct–Dec | 92 | $873.00 | 24.7 | |
| 6 | Year | 8,030 | 365 | $3,131.70 | 22.0 |
| 7 | |||||
| 8 | Evening & night share | From the homeowner | |||
| 9 | Evening & night kWh / day | 8.8 | |||
| 10 | Highest quarter, kWh / day | 24.7 | |||
| 11 | Usage rate ($/kWh) | 0.34 | Typed from the bill | ||
| 12 | Feed-in rate ($/kWh) | 0.05 | Typed from the bill | ||
| 13 | Supply charge ($/day) | 1.10 | Typed from the bill | ||
System
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | What | Value | Unit | Basis |
| 2 | Average daily use | 22.0 | kWh / day | From the bills |
| 3 | Peak sun hours | 4.2 | h / day | Installer's assumption |
| 4 | System performance | 80% | Installer's assumption | |
| 5 | Panel size | 440 | W | Rates tab |
| 6 | Target system size | 6.55 | kW | Estimate |
| 7 | Panels | 15 | panels | Rounded up |
| 8 | Array size | 6.60 | kW | |
| 9 | Hybrid inverter | 5 | kW | Panels up to 133% of inverter |
| 10 | Evening & night use | 8.8 | kWh / day | From Usage |
| 11 | Battery modules | 2 | × 5 kWh | Covers evening use |
| 12 | Battery size | 10 | kWh | |
| 13 | Generation, a year | 8,094 | kWh | Estimate |
| 14 | Used as it's made | 4,818 | kWh / yr | Estimate |
| 15 | Stored, used at night | 3,212 | kWh / yr | Estimate |
| 16 | Saving, solar only | $1,802 | a year | Estimate |
| 17 | Saving, with the battery | $2,733 | a year | Estimate |
| 18 | Price line | Description → price line | Unit price → | |
| 19 | Panels | 15 × 440 W panels · Norrow N440 (6.6 kW) | $2,580 | |
| 20 | Racking | Rail & clamp kit for 15 panels | $540 | |
| 21 | Inverter | Pellam PH-5 · 5 kW hybrid inverter | $2,350 | |
| 22 | Installation | Installation, 15 panels & inverter | $1,470 | |
| 23 | Battery (fits evening use) | Quolla battery, 2 × 5 kWh modules (10 kWh) | $8,130 | |
| 24 | Battery (one more module) | Quolla battery, 3 × 5 kWh modules (15 kWh) | $11,280 | |
Payback
| Row | A | B | C |
|---|---|---|---|
| 1 | What | Value | Basis |
| 2 | Price table total | Price table$14,575.00 | Inc tax · linked from the price table |
| 3 | Solar-only price | $5,632.00 | Inc tax |
| 4 | Battery price | $8,943.00 | Inc tax |
| 5 | Saving used | $2,733 | Estimate |
| 6 | Simple payback | 5.3 years | Estimate |
| 7 | Our estimate, not a guarantee: your savings depend on your usage, the weather and your tariffs. An EV charger, if ticked, is in the total. | ||
Rates
| Row | A | B | C |
|---|---|---|---|
| 1 | Item | Size | Unit price, ex tax |
| 2 | Norrow N440 panel | 440 | $172 |
| 3 | Rail & clamp kit, per panel | $36 | |
| 4 | Installation, per panel | $98 | |
| 5 | Pellam PH-5 · 5 kW hybrid inverter | 5 | $2,350 |
| 6 | Pellam PH-8 · 8 kW hybrid inverter | 8 | $3,150 |
| 7 | Pellam PH-10 · 10 kW hybrid inverter | 10 | $3,690 |
| 8 | Quolla QB-5 battery module | 5 | $3,150 |
| 9 | Usable share of each module | 90% | |
| 10 | Quolla backup gateway | $1,150 | |
| 11 | Battery installation & commissioning | $680 | |
| 12 | Isolators, cabling & switchboard work | $640 | |
| 13 | Monitoring kit & app set-up | $180 | |
| 14 | Rebate / incentive (installer's figure) | −$2,640 | |
| 15 | Pellam EVC-7 · 7 kW EV charger, installed | $1,690 |
- Typed in
- Installer's assumption
- Estimate
- Connected to the price table
Connected cells
- System!D19 → Panels line · unit price $2,580.00
- System!D21 → Inverter line · unit price $2,350.00
- System!D20 → Racking line · unit price $540.00
- System!D22 → Installation line · unit price $1,470.00
- Price table total → Payback!B2 $14,575.00
Jess & Arlo Penhaligon's view · the proposal
Solar & battery proposal
Solar & battery for 18 Larkspur Lane
Your estimated payback
Nate's sizing sheet, built into the proposal as a Spreadsheet block. Figures are Tallowwood's estimates from your bills and our assumptions.
=ROUND(B2/B5,1)
Payback
| Row | A | B | C |
|---|---|---|---|
| 1 | What | Value | Basis |
| 2 | Price table total | Price table$14,575.00 | Inc tax · linked from the price table |
| 3 | Solar-only price | $5,632.00 | Inc tax |
| 4 | Battery price | $8,943.00 | Inc tax |
| 5 | Saving used | $2,733 | Estimate |
| 6 | Simple payback | 5.3 years | Estimate |
| 7 | Our estimate, not a guarantee: your savings depend on your usage, the weather and your tariffs. An EV charger, if ticked, is in the total. | ||
Both sign, then pay the deposit
- Jess PenhaligonHomeowner Signed
- Arlo PenhaligonHomeowner Signed
Both signed · deposit paid
Deposit (15%)$2,186.25Paid via Stripe · demo, nothing charged
Signed in person on Nate's tablet · certificate of authenticity attached
A demo with a fictional business: nothing is sent, stored or charged. In QuoteCloud the sheet is a Spreadsheet block you build once in your proposal template, with your own formulas, assumptions and rates, or import from your existing .xlsx. Any cell connects to a price line's description and unit price, and the price table total comes back into a cell. QuoteCloud runs the maths you set up: it doesn't design systems, model shading, or fetch tariffs, weather or rebates, and every generation, saving and payback figure is your estimate. The deposit is a percentage or fixed amount you set, paid through Stripe or PayPal on signing (Essentials and up).
From the power bill to a signed system in five steps
What happens between the first conversation and your office seeing a signed proposal with the deposit paid.
Type in the bills
Your consultant types the household's last four bills and evening use into the sheet in your proposal template.
The sheet sizes it
Your formulas work out panels, inverter and battery from your own assumptions and rates.
Cells price the lines
Connected cells set each line's description and unit price; any rebate or incentive is a line you enter.
They choose
The household picks a battery size and ticks the EV charger; the total and the payback estimate follow.
Both sign, deposit paid
Both homeowners sign online or on your tablet and pay the deposit through Stripe or PayPal.
Connect any cell to a price line, and bring the total back
Connect any cell to a price line's description and unit price, and bring a price table total back into a cell. In Tallowwood's sheet, row 19 writes "15 × 440 W panels" and its price into the panels line, the inverter comes from a lookup on the Rates tab, and the battery lines read the module count.
The link runs both ways: when the household picks a bigger battery or ticks the EV charger, the new total lands in Payback!B2 and the payback estimate recalculates. Quantities, optional items and choices stay on the price table as usual.
- Cell → a line's description and unit price
- Price table total → a cell
- Full spreadsheet functions, tabs and .xlsx import
Spreadsheet block and price tables: Essentials and up
Sizing calculatorsConnected cells
=B7*Rates!C2
System
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | What | Value | Unit | Basis |
| 18 | Price line | Description → price line | Unit price → | |
| 19 | Panels | 15 × 440 W panels · Norrow N440 (6.6 kW) | $2,580 | |
| 20 | Racking | Rail & clamp kit for 15 panels | $540 | |
| 21 | Inverter | Pellam PH-5 · 5 kW hybrid inverter | $2,350 | |
| 22 | Installation | Installation, 15 panels & inverter | $1,470 | |
| 23 | Battery (fits evening use) | Quolla battery, 2 × 5 kWh modules (10 kWh) | $8,130 | |
| 24 | Battery (one more module) | Quolla battery, 3 × 5 kWh modules (15 kWh) | $11,280 | |
- Typed in
- Installer's assumption
- Estimate
- Connected to the price table
Your system, priced
Solar system
Battery · choose oneChoose one
What's in the battery system
- a×2Quolla QB-5 battery modules5 kWh each, stacked on the garage wall
- bQuolla backup gatewaySwitches your essential circuits to the battery in an outage
- cPellam PH-5 hybrid inverterAlready in your solar system: runs the panels and the battery
- dMonitoringBattery level and use, on your phone
EV charger · tick to addTick to add
- Subtotal
- $13,250.00
- Tax (10%)
- $1,325.00
- Total Total → Payback!B2
- $14,575.00
- Deposit on signing (15%)
- $2,186.25
Send your next solar proposal from QuoteCloud
Free for 14 days, no credit card required. Send us your sizing spreadsheet and current proposal and we'll convert one template for you during the trial.
Batteries, chargers, packages and commercial roofs
The same sheet-to-price-table idea, set up for each kind of job a solar business quotes.
Your sizing sheet
=ROUNDUP(B4/(5*B5),0)
Battery
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | What | Value | Unit | Basis |
| 2 | Existing system | 5.0 | kW | Installed 2016 |
| 3 | Exported last year | 4,120 | kWh | Typed from the bills |
| 4 | Evening & night use | 11.5 | kWh / day | Typed from the bills |
| 5 | Usable share per module | 90% | Installer's assumption | |
| 6 | Battery modules | 3 | × 5 kWh | Rounded up |
| 7 | Battery size | 15 | kWh | |
| 8 | Stored, used at night | 4,120 | kWh / yr | Estimate |
| 9 | Saving a year | $1,195 | a year | Estimate |
| 10 | Price line | Description → price line | Unit price → | |
| 11 | Battery | Quolla battery, 3 × 5 kWh modules (15 kWh) | $11,280 | |
| 12 | Incentive line | Installer's figure, typed if eligible | −$3,600 | |
Payback
| Row | A | B | C |
|---|---|---|---|
| 1 | What | Value | Basis |
| 2 | Price table total | Price table$11,583.00 | Inc tax · linked from the price table |
| 3 | Saving a year | $1,195 | Estimate |
| 4 | Simple payback | 9.7 years | Estimate |
- Typed in
- Installer's assumption
- Estimate
- Connected to the price table
Your battery, priced
Battery system
Options · tick to addTick to add
- Subtotal
- $10,530.00
- Tax (10%)
- $1,053.00
- Total
- $11,583.00
- Deposit on signing (15%)
- $1,737.45
A battery for a system that's already on the roof
Ruth's bills show what her 2016 system exports and what she buys back at night. The sheet works out three modules, writes the battery line, and brings the total back for a payback estimate she can weigh.
- Sized from exports and evening use
- Incentive as a line you enter
- Paid on signing through PayPal
Your charger, priced
Charger & installation
Options · tick to addTick to add
- Subtotal
- $2,220.00
- Tax (10%)
- $222.00
- Total
- $2,442.00
- Paid in full on signing
- $2,442.00
Accept, sign and pay
Kofi Mensah · Homeowner
Signed online · Thu 22 Oct 2026
Paid in full on signing (100%)
$2,442.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
A charger quote, paid in full when it's signed
A short quote with the charger, its circuit, and options the household ticks. Set payment on signing to the full amount and the install is booked and paid in one step.
- Options the homeowner ticks
- Full payment on signing
- Drawn product images, your own models
Choose your package
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Your package | |||
Solar + batteryThe package you chose above (rebate / incentive included, installer's figure)
|
1 pkg | $13,610 | $13,610.00 |
| Extras · tick to add Tick to add | |||
| 1 job | $420 | $420.00 | |
| 1 job | $980 | $980.00 | |
- Subtotal
- $13,610.00
- Tax (10%)
- $1,361.00
- Total
- $14,971.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (15%)
- $2,245.65
Solar only, with a battery, or the lot
Three packages as one choice that sets the price, with extras to tick underneath. The same array in each, so the household decides how far to go rather than which installer to trust.
- One choice sets the package line
- Extras ticked or not
- Deposit follows the choice
Your sizing sheet
=MIN(B4,ROUNDUP(B2/B3/0.8*1000/440,0))
Load
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Month | kWh | Daytime share | Daytime kWh | Peak kW |
| 2 | Jan | 9,800 | 68% | 6,664 | 62 |
| 3 | Feb | 11,200 | 70% | 7,840 | 74 |
| 4 | Mar | 12,400 | 71% | 8,804 | 81 |
| 5 | Apr | 10,600 | 69% | 7,314 | 70 |
| 6 | May | 7,400 | 64% | 4,736 | 48 |
| 7 | Jun | 6,200 | 60% | 3,720 | 41 |
| 8 | Jul | 6,000 | 59% | 3,540 | 40 |
| 9 | Aug | 6,300 | 60% | 3,780 | 42 |
| 10 | Sep | 7,000 | 63% | 4,410 | 45 |
| 11 | Oct | 7,800 | 65% | 5,070 | 52 |
| 12 | Nov | 8,600 | 66% | 5,676 | 58 |
| 13 | Dec | 9,500 | 67% | 6,365 | 64 |
| 14 | Year | 102,800 | 66% | 67,919 | 81 |
| 15 | Daytime kWh / day | 186 | To the System tab | ||
| 16 | Battery discharge, kW | 20 | Installer's assumption | ||
| 17 | Peak after battery, kW | 61 | Estimate, not a tariff calculation | ||
System
| Row | A | B | C | D |
|---|---|---|---|---|
| 1 | What | Value | Unit | Basis |
| 2 | Average daytime load | 186 | kWh / day | Load tab |
| 3 | Peak sun hours | 4.4 | h / day | Installer's assumption |
| 4 | Roof space | 112 | panels max | Site assessment |
| 5 | Panels | 112 | panels | Capped by the roof |
| 6 | Array size | 49.28 | kW | |
| 7 | Generation, a year | 63,316 | kWh | Estimate |
| 8 | Used on site | 82% | Installer's assumption | |
| 9 | Saving, solar only | $12,917 | a year | Estimate |
| 10 | Saving, with battery | $14,592 | a year | Estimate |
| 11 | Price line | Description → price line | Unit price → | |
| 12 | Panels | 112 × 440 W panels · Norrow N440 (49.3 kW) | $18,480 | |
| 13 | Racking | Tilt kit for metal roof, 112 panels | $4,704 | |
| 14 | Installation | Installation & crane hire, 112 panels | $9,856 | |
Payback
| Row | A | B | C |
|---|---|---|---|
| 1 | What | Value | Basis |
| 2 | Price table total | Price table$58,157.00 | Inc tax · linked from the price table |
| 3 | Saving a year | $14,592 | Estimate |
| 4 | Simple payback | 4.0 years | Estimate |
- Typed in
- Installer's assumption
- Estimate
- Connected to the price table
Your system, priced
Solar system
Battery · tick to addTick to add
- Subtotal
- $52,870.00
- Tax (10%)
- $5,287.00
- Total
- $58,157.00
- Deposit on signing (20%)
- $11,631.40
A winery's roof, sized from its interval data
The sheet caps the array at what the roof holds and writes the panels, racking and installation lines; the battery is an option. Over $40,000, a director approves before it goes out.
- Capped by the roof in the sheet
- Approval on total value (Business)
- Two signers
Approval workflow: Business plan
Commercial solar proposalsYour site, as we found it
Forms block · filled in at the site visit
- Roof
- Terracotta tile, 22° pitch · north and west faces free of shade after 9 am
- Storeys
- Single storey
- Switchboard
- Room for a solar main switch · no asbestos backing
- Meter
- Single phase · smart meter
- Existing system
- None
- Battery location
- Garage wall, out of direct sun
- EV now or soon?
- Planning one next year
Forms block: Business plan
North face, from the street
- Array, 9 panels
- Vent: keep 300 mm clear
The site visit, recorded inside the proposal
Roof, storeys, switchboard, meter and the existing system as Forms block fields, with the roof photo marked up in the image editor, so the proposal carries what the installer will find.
- Forms block fields (Business)
- Marked-up roof photos (Starter and up)
- Kept with the signed proposal
Forms block: Business plan
Site assessments & roof photosThe Penhaligons' proposal, block by block
What Jess and Arlo read at the kitchen table. Every part is a QuoteCloud block from Tallowwood's residential template.
-
Opens on their roof
A cover with their house, the supply-price validity date, and an intro written once in the template.
Tallowwood Solar & StorageSolar & battery proposal TS-2614 Sample · fictional businessSolar & battery proposal
Solar & battery for 18 Larkspur Lane
We sized this system from your last four power bills and what you told us about your evenings. The sizing sheet below shows every figure and every assumption; the price table follows it. Choose a battery size, tick the EV charger if you'd like it, and both sign to book your install.
-
The site, as found
Sienna's site visit as Forms block fields: roof, switchboard, meter and where the battery goes.
Forms block: Business plan
Site assessmentsYour site, as we found it
Forms block · filled in at the site visit
- Roof
- Terracotta tile, 22° pitch · north and west faces free of shade after 9 am
- Storeys
- Single storey
- Switchboard
- Room for a solar main switch · no asbestos backing
- Meter
- Single phase · smart meter
- Existing system
- None
- Battery location
- Garage wall, out of direct sun
- EV now or soon?
- Planning one next year
Forms block: Business plan
-
Consultant types the bills
The sizing sheet, in the open
Their usage, Tallowwood's assumptions and the estimates, each labelled, in a Spreadsheet block with the same tabs Nate uses.
Your sizing sheet
Nate's sizing sheet, built into the proposal as a Spreadsheet block. Figures are Tallowwood's estimates from your bills and our assumptions.
B7=ROUNDUP(B6*1000/B5,0)System
Row A B C D 1 What Value Unit Basis 2 Average daily use 22.0 kWh / day From the bills 3 Peak sun hours 4.2 h / day Installer's assumption 4 System performance 80% Installer's assumption 5 Panel size 440 W Rates tab 6 Target system size 6.55 kW Estimate 7 Panels 15 panels Rounded up 8 Array size 6.60 kW 9 Hybrid inverter 5 kW Panels up to 133% of inverter 10 Evening & night use 8.8 kWh / day From Usage 11 Battery modules 2 × 5 kWh Covers evening use 12 Battery size 10 kWh 13 Generation, a year 8,094 kWh Estimate 14 Used as it's made 4,818 kWh / yr Estimate 15 Stored, used at night 3,212 kWh / yr Estimate 16 Saving, solar only $1,802 a year Estimate 17 Saving, with the battery $2,733 a year Estimate - Typed in
- Installer's assumption
- Estimate
- Connected to the price table
-
Homeowners choose
Priced by the sheet
Panels, inverter, racking and installation take their description and unit price from the sheet; the battery is a choice and the EV charger a tick.
Battery choicesYour system, priced
Solar system
15 × 440 W panels · Norrow N440 (6.6 kW)Mono panels, 25-year product warranty1 system $2,580.00 $2,580.00Pellam PH-5 · 5 kW hybrid inverterRuns the panels and the battery1 ea $2,350.00 $2,350.00Rail & clamp kit for 15 panelsFor your tiled roof, north & west faces1 kit $540.00 $540.00Isolators, cabling & switchboard workAC/DC isolators, conduit, a new solar main switch1 job $640.00 $640.00Monitoring kit & app set-upSee generation and use on your phone1 ea $180.00 $180.00Installation, 15 panels & inverterLicensed installers, one day on site1 job $1,470.00 $1,470.00Rebate / incentive discount Installer's figureInstaller's figure where an incentive applies; we handle the claim1 -$2,640.00 -$2,640.00Battery · choose oneChoose one
No battery for nowYou can add one later: the inverter is battery-ready1 $0.00 $0.00Quolla battery, 2 × 5 kWh modules (10 kWh)Sized for your evening use · includes backup gateway & installation1 system $8,130.00 $8,130.00Quolla battery, 3 × 5 kWh modules (15 kWh)One more module · includes backup gateway & installation1 system $11,280.00 $11,280.00What's in the battery system
- a×2Quolla QB-5 battery modules5 kWh each, stacked on the garage wall
- bQuolla backup gatewaySwitches your essential circuits to the battery in an outage
- cPellam PH-5 hybrid inverterAlready in your solar system: runs the panels and the battery
- dMonitoringBattery level and use, on your phone
EV charger · tick to addTick to add
Pellam EVC-7 · 7 kW EV charger, installedGarage wall, up to 10 m cable run, solar charging mode1 ea $1,690.00 $1,690.00- Subtotal
- $13,250.00
- Tax (10%)
- $1,325.00
- Total
- $14,575.00
- Deposit on signing (15%)
- $2,186.25
-
What happens after they sign
Connection approval, ordering, install day and handover as a Gantt chart, so nobody asks when the panels go on.
Gantt charts: Business plan
Deposits & installation programmesFrom signing to switch-on
StageW1W2W3W4W5W6Deposit paid, design checked Week 1 to 1Network connection approval Week 2 to 3Equipment ordered Week 2 to 3Install day Week 4Meter reconfigured Week 5 to 5Handover & monitoring set-up Week 6 -
Questions in the document
Arlo's question about adding the charger later, and Nate's answer, sit in the comments beside the install notes.
Notes for your install
- We'll apply to your network for connection approval once you've signed; install dates follow approval.
- Your existing meter may need reconfiguring by your retailer; we'll let you know.
- The rebate line is our figure for this system where an incentive applies; it's taken off your price and we handle the claim.
Arlo PenhaligonIf we skip the EV charger now, can it go on the same circuit later?
Nate CarrowYes: we've left room in the switchboard. It's a half-day job when you're ready.
-
Locked once signed
Both sign, deposit paid
Each homeowner signs with a legally binding eSignature, here on Nate's tablet, and the 15% deposit is paid through Stripe.
Accept, sign and pay
2 of 2 signed
- Jess PenhaligonHomeowner SignedTue 20 Oct 2026
- Arlo PenhaligonHomeowner SignedTue 20 Oct 2026
Deposit on signing (15%)
$2,186.25
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Big systems and big discounts get a second look
Set approval rules on total value or on a discount percentage. Oskar's 49.3 kW winery proposal is over $40,000, so it waits In Review until Marguerite approves it, and only then goes to the two directors who sign.
Consultants keep selling at the kitchen table; a discount beyond your limit routes to a manager before the household sees it.
- Triggers: total value or discount %
- In Review until approved
- Then sent for both signatures
Approval workflow: Business plan
Commercial solar proposalsDocument workflow
In ReviewTriggered when Total value greater than $40,000
- Marguerite LamDirectorWaiting
Proposals over $40,000 need a director's approval before they're sent
- Oskar Lindgren sent the proposal for approval
- Waiting on Marguerite Lam
Approval workflow · Business plan
Accept, sign and pay
1 of 2 signed
- Imogen StrachanGeneral manager SignedMon 26 Oct 2026
- Pieter VosDirector Awaiting signature
Deposit on signing (20%)
$11,631.40
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
What changes when the sheet lives in the proposal
The jobs a solar sales team does every week, before and after QuoteCloud.
Built around the way solar is sold
The same sheet, choices and signatures, set up for each kind of solar business.
Residential solar retailers
Proposals sized from the bills, with the workings shown.
Residential proposalsBattery specialists
Retrofits sized from exports and evening use.
Battery add-onsEV charger installers
Quick quotes, paid in full on signing.
EV charger quotesCommercial solar contractors
Larger systems, approvals and two signers.
Commercial solarIn-home consultants
Size, choose and sign at the kitchen table.
In-home salesSite assessors
Roof, switchboard and meter in a Forms block.
Site assessmentsLead-generation teams
Website enquiries that create a proposal.
Lead to proposalPackage sellers
Solar only, with a battery, or the lot.
Packages
Connected to your CRM, accounts and install jobs
Your website calculator or enquiry form can create a proposal through the QuoteCloud API, Zapier or Make from the Essentials plan. HubSpot and Zoho connect through Zapier, Pipedrive directly; Xero and QuickBooks Online are native on Business, otherwise through Zapier; simPRO and ServiceM8 through Zapier.
- WEB Your website calculatorEnquiries create a proposal · API, Zapier or Make
-
HubSpotCRM · via Zapier
- Pd PipedriveCRM · connects directly
- Zo Zoho CRMCRM · via Zapier
-
XeroAccounting · native on Business, otherwise Zapier
-
QuickBooks OnlineAccounting · native on Business, otherwise Zapier
-
StripeDeposits paid on signing
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PayPalDeposits paid on signing
- sP simPROInstall jobs · through Zapier
- M8 ServiceM8Install jobs · through Zapier
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Google CalendarInstall dates · Zapier, one way
- Za ZapierSigned, paid and form events to your other apps
Solar templates, ready for your sizing sheet
Real QuoteCloud templates for solar proposals and quotes, and an electrical quote for chargers and switchboard work. Add your Spreadsheet block, price book and datasheets, and send.
- Proposal template Solar Panel Installation Proposal (32) System specs, pricing tables and visuals for a residential solar installation proposal. View template
- Quote template Solar System Quote (33) Pricing and your own estimates for residential or commercial solar installations. View template
- Quote template Solar Quote A customisable solar installation quote for retailers, installers and energy consultants. View template
- Quote template Electrical Services Quote For EV charger installs, switchboard upgrades and other electrical work around a system. View template
All QuoteCloud templates Templates for solar & battery sales
Everything a solar business sends
From the sizing sheet to the signed install, for retailers, battery specialists, EV charger installers and commercial contractors.
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Sizing calculators that price the proposalYour sizing spreadsheet as a block in the proposal: cells set price lines' descriptions and unit prices, and the total comes back for payback.Explore
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Battery add-ons & retrofitsA battery sized from exports and evening use, offered as a choice of sizes, added to a new system or an existing one.Explore
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In-home sales & tablet signingSize it at the kitchen table, change the battery as you talk, and both homeowners sign on your tablet.Explore
- Residential solar proposalsBills, sizing, roof photos, panels, inverter and datasheets in one proposal the household reads, signs and pays a deposit on.
- EV charger quotesA charger as an option in the solar proposal or its own quick quote, paid in full or with a deposit on signing.
- Solar, battery & EV packagesSolar only, solar + battery, or the lot: packages the homeowner chooses inside the proposal, with the price following.
- Site assessments & roof photosRoof, switchboard, meter and existing system captured in a Forms block, with marked-up photos, inside the proposal.
- Rebate & incentive linesAny rebate or incentive as a line you enter, worded your way and tagged as your figure: never calculated by QuoteCloud.
- Commercial solar proposalsLarger systems sized from interval data, approvals on big totals, two directors signing and an install programme.
- Deposits & installation programmesA deposit on signing through Stripe or PayPal, and the steps to switch-on as a programme in the proposal.
- From website enquiry to proposalYour website calculator or enquiry form creates a proposal from your template through the API, Zapier or Make.
- CRM, accounting & job integrationsHubSpot, Pipedrive, Xero, QuickBooks, simPRO and ServiceM8, connected the way each one really connects.
- Solar templatesReal QuoteCloud solar proposal and quote templates, ready for your sizing sheet and price book.
- QuoteCloud implementation for solar retailersYour sizing spreadsheet rebuilt as a block, your price book loaded, payments connected and consultants trained.
- FAQAnswers to the questions solar retailers, battery installers and EV charger installers ask most.
Solar quote questions, answered
What is QuoteCloud for solar and battery businesses?
QuoteCloud is quoting, proposal and eSignature software for solar retailers and installers, battery specialists, EV charger installers and commercial solar contractors. You send proposals from your own templates, with your sizing spreadsheet inside, panels, inverters and batteries as price lines, choices the household makes, both signatures and a deposit paid on signing.
Can my sizing spreadsheet set the prices in the proposal?
Yes. Build your calculator as a Spreadsheet block in your proposal template, or import your existing .xlsx. Any cell can be connected to a price line's description and unit price, so the panel count, inverter and battery size your formulas work out become the lines the household sees. Quantities, optional items and choices stay on the price table as usual.
Can the price table total feed back into the spreadsheet?
Yes. A price table total can be brought back into a spreadsheet cell, so a payback or return formula uses the price the household has actually chosen. When they pick a bigger battery or tick an EV charger, the total changes and your formula recalculates. The result is your estimate, labelled as such.
Which spreadsheet functions can I use?
The Spreadsheet block works like a full spreadsheet: formulas such as SUM, ROUND, ROUNDUP, MIN, MAX, IF and lookups against a table on another tab, several tabs with cross-tab references, number formats, merged cells, drag to fill and .xlsx import. It works with the figures in the sheet; it doesn't fetch tariffs, weather or irradiance data.
Does QuoteCloud calculate solar output, savings or payback?
No. QuoteCloud runs the formulas you build with the assumptions you type in, such as peak sun hours and a performance factor. It doesn't design systems, model shading or calculate yield on its own. Every generation, saving and payback figure is your estimate, so label it that way in the sheet and the proposal.
How do I show a rebate or incentive?
As a line you enter: for example a rebate or incentive discount for the amount you've worked out for the system, worded your way, tagged as your figure. QuoteCloud doesn't calculate, create or claim rebates or incentives and doesn't check eligibility; that stays with your business, under the programs that apply where you work.
Can both homeowners sign, and can they sign on my tablet?
Yes. A proposal can have several signers, each with a legally binding eSignature and no account needed. Your consultant can also hand over the tablet so each homeowner signs in person on your device. A certificate of authenticity and audit trail are attached to the signed proposal.
Can I take a deposit when the proposal is signed?
Yes, from the Essentials plan. Set a deposit as a percentage or a fixed amount, or ask for full payment, and the household pays through Stripe or PayPal as they sign. The balance is your own invoice: QuoteCloud doesn't offer finance, instalments or payment reminders.
Can a website enquiry create a solar proposal?
Yes. From the Essentials plan your website or its automation can create a proposal from your template through the QuoteCloud API, Zapier or Make, filling data items and adding price-table rows. It doesn't tick options or choose content blocks; those come from your template. API and Zapier documents carry a per-document fee.
Does QuoteCloud handle grid connection or compliance paperwork?
No. Network connection applications, compliance certificates and accreditation are your business's own. You can attach your datasheets, warranties and your own certificates as PDFs, and set out the steps to switch-on as a Gantt chart on the Business plan.
Your next solar proposal, priced by your own sheet
Free for 14 days. No credit card required.