Commercial solar proposals that pass the boardroom
Sized from a year of load data in your sheet, approved internally over your limit, signed by two directors with a programme to switch-on.
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QuoteCloud lets commercial solar contractors size systems in a Spreadsheet block from the customer's monthly or interval load data, connect cells to the panels, racking and installation lines, route proposals over a set total for internal approval (Business plan), show the install programme as a Gantt chart, and collect two directors' signatures and a deposit.
A technical drawing of a winery shed from a fictional business, Tallowwood Solar & Storage, with rows of panels filling it to its limit. Beside it, the installer's Load tab shows twelve months of electricity use as bars, highest at harvest; the System tab's cell B5, =MIN(B4,ROUNDUP(B2/B3/0.8*1000/440,0)), finds the load asks for 121 panels but the roof fits 112, so 112 are quoted; and the price card totals $58,157.00 inc tax, which is over the business's $40,000 approval limit, so the proposal is In Review until the director approves it.
Greystone Hollow's proposal, part by part
What the general manager and a director read before they sign: the load, the sizing, the price, the programme.
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Opens on their roof
A cover with the shed roof and a supply-price validity date set as the proposal's expiry.
Tallowwood Solar & StorageCommercial solar proposal TS-C-0418 Sample · fictional businessCommercial solar proposal
49.3 kW of solar and a battery for the winery
Sized from twelve months of your interval data: the cool room and the bottling line run through the day, so most of what the array makes is used on site.
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From their data
A year of load, typed or imported
Twelve months of kWh, the daytime share and the peak demand, from the customer's interval export or typed from bills. Your demand assumption is labelled as one.
Load tab · twelve months
B1620Load
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 Load- Typed in
- Installer's assumption
- Estimate
- Connected to the price table
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Capped by the roof
Load!B16 feeds the daytime load; MIN() caps the panels at the 112 the roof holds. Generation and savings are labelled estimates.
System tab
B5=MIN(B4,ROUNDUP(B2/B3/0.8*1000/440,0))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 -
They decide on the battery
Priced by the sheet
Panels, racking and installation take their description and unit price from System rows 12 to 14; the battery is an option and the rebate a line you enter.
Your system, priced
Solar system
112 × 440 W panels · Norrow N440 (49.3 kW)Three rows on the winery shed's north roof1 system $18,480.00 $18,480.00Tilt kit for metal roof, 112 panels10° tilt frames on the low-pitch roof1 kit $4,704.00 $4,704.002 × Pellam PT-25 three-phase inverters25 kW each1 pair $13,700.00 $13,700.00Installation & crane hire, 112 panelsTwo days on site, outside harvest1 job $9,856.00 $9,856.00Switchboard, metering & protectionIncluding the network's export settings1 job $3,450.00 $3,450.00Monitoring & export limitingSite dashboard for the team1 ea $380.00 $380.00Rebate / incentive discount Installer's figureInstaller's figure where an incentive applies1 -$19,200.00 -$19,200.00Battery · tick to addTick to add
Quolla commercial battery, 30 kWhShifts the afternoon surplus to the evening cool-room load1 system $21,500.00 $21,500.00- Subtotal
- $52,870.00
- Tax (10%)
- $5,287.00
- Total
- $58,157.00
- Deposit on signing (20%)
- $11,631.40
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The programme to switch-on
Approvals, ordering, crane day and commissioning as a Gantt chart, planned outside harvest.
Gantt charts: Business plan
Install programme
StageW1W2W3W4W5W6W7W8W9W10Network approval for 49.3 kW Week 1 to 4Equipment ordered Week 3 to 5Scaffold & crane booked Week 6Install, outside harvest Week 7 to 8Battery & commissioning Week 9 to 9Handover Week 10 -
Locked once signed
Two signers
The general manager has signed; the director's signature is still to come. The proposal locks once both have signed.
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
Over your limit, a director approves first
Set an approval rule on total value or discount percentage. Oskar's proposal is over $40,000, so it sits In Review until Marguerite approves it, and only then goes to Greystone Hollow.
If the customer asks for the battery to come out, the revised total is still in the proposal, with the sheet's payback estimate following it.
- Triggers: total value or discount %
- In Review until approved
- Then sent to both signers
Approval workflow: Business plan
Approval workflowDocument 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
Your system, priced
Solar system
Battery · tick to addTick to add
- Subtotal
- $52,870.00
- Tax (10%)
- $5,287.00
- Total
- $58,157.00
The programme is part of what they sign
Commercial customers plan around harvest, shutdowns and their own trades. Put your install programme in the proposal as a Gantt chart, so approvals, ordering, crane day and handover are agreed with the price.
Grid approval and compliance stay with your team; the chart shows when you expect them, in your words.
- Weeks from signing to handover
- Milestones for crane day and handover
- Revise and resend if dates move
Gantt charts: Business plan
Deposits & installationInstall programme
Bring your commercial sizing sheet into QuoteCloud
Free for 14 days, no credit card required. We'll convert one commercial proposal into a template during the trial.
Greystone Hollow Wines
A 49.3 kW system and a battery, in one proposal
Load data, sizing, price, programme and two signatures, with an approval before it left the building.
What commercial customers need to see
And the QuoteCloud features that put it in the proposal.
The load behind the size
A Load tab with twelve months, imported from .xlsx or typed, feeding your sizing.
An internal sign-off
Approval on total value or discount before it's sent (Business).
More than one signer
A general manager and a director, each signing when it suits them.
A programme
Your install plan as a Gantt chart (Business).
Method and safety
Method statements and safety notes from your content library.
Terms nobody edits
Lock your terms blocks with content locking (Business).
From load data to two signatures
How a commercial team sends a proposal once the template is set up.
Import the load
Paste or import twelve months of kWh and peaks into the Load tab.
The sheet sizes it
Your formulas cap the array at the roof and price the lines.
Add the programme
Update the Gantt chart and method statements for this site.
Approval
Over your limit, it waits In Review for a director (Business).
Both sign
Both signers sign and the deposit is paid on signing.
Commercial solar questions
Can I size a commercial system from the customer's interval data?
Yes, in your own Spreadsheet block. Import the export as .xlsx or paste monthly totals and peaks into a Load tab, and your formulas size the array, cap it at the roof and price the lines. QuoteCloud doesn't fetch meter data or tariffs; it runs the sheet you build.
Can large proposals be approved before they're sent?
Yes, on the Business plan. Set approval rules on total value or discount percentage; a proposal that triggers one waits In Review until an approver accepts it, then it can be sent.
Can two directors sign the same proposal?
Yes. Add every signer the customer needs. Each signs with a legally binding eSignature, online or in person, and the signed proposal carries a certificate of authenticity and audit trail. QuoteCloud doesn't enforce a signing order.
Can I show demand or tariff savings?
Only as your own estimates in your sheet, labelled that way. QuoteCloud doesn't calculate tariffs, demand charges or tax depreciation, and doesn't offer finance or power purchase agreements.
Can the proposal include our install programme?
Yes. Add a Gantt chart block (Business plan) with your stages and milestones. Grid approval, compliance and accreditation remain your business's own; the chart shows your plan for them.
Everything a solar business sends
From the sizing sheet to the signed install, for every kind of solar job.
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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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Rebate & incentive linesAny rebate or incentive as a line you enter, worded your way and tagged as your figure: never calculated by QuoteCloud.Explore
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QuoteCloud implementation for solar retailersYour sizing spreadsheet rebuilt as a block, your price book loaded, payments connected and consultants trained.Explore
- Residential solar proposalsBills, sizing, roof photos, panels, inverter and datasheets in one proposal the household reads, signs and pays a deposit on.
- 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.
- 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.
- In-home sales & tablet signingSize it at the kitchen table, change the battery as you talk, and both homeowners sign on your tablet.
- 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.
- FAQAnswers to the questions solar retailers, battery installers and EV charger installers ask most.
Commercial proposals your directors can sign
Free for 14 days. No credit card required.