Solar proposal and quote templates
Real QuoteCloud templates for solar proposals and system quotes, ready for your sizing sheet, price book and datasheets.
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QuoteCloud has solar panel installation proposal templates (32, 113), solar system quote templates (33, 157, 291), a solar quote template (290) and electrical services quotes (115, 117) for chargers and switchboard work. Open one, add your Spreadsheet block, products and terms, and send it for eSignature and a deposit.
Four sheets of a solar proposal built from a template by a fictional business, Tallowwood Solar & Storage, behind index tabs that take turns at the front: Cover (the Penhaligons' house, with the supply-price validity date), Sizing sheet (the Spreadsheet block's System tab, where B7 works out 15 panels), Price (the price table with panels, inverter, racking, installation, a rebate line with the installer's own figure and a 10 kWh battery chosen, $14,575.00) and Sign (both homeowners signed, 15% deposit paid via Stripe).
Eight real templates to start from
Six solar proposal and quote designs, and two electrical templates for chargers and switchboard work. Each opens in QuoteCloud for you to make your own.
- 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
- Proposal template Solar Panel Installation Proposal (113) A second installation proposal design: system specs, pricing and visuals. View template
- Quote template Solar System Quote (157) A second solar quote design for residential or commercial installs. View template
- Quote template Solar Quote A customisable solar installation quote for retailers, installers and energy consultants. View template
- Quote template Solar System Quote (291) A cover letter, key benefits, terms and a signature section for a solar system quote. View template
- Quote template Electrical Services Quote For EV charger installs, switchboard upgrades and other electrical work around a system. View template
- Proposal template Electrical Services Template Electrical services scope, pricing and terms, for the electrical side of an install. View template
Build your sizing sheet into the template once
The step that turns a template into Tallowwood's proposal is the Spreadsheet block: a full spreadsheet with tabs, normal functions and number formats, typed in or imported from the .xlsx you already use. Usage takes the bills, System sizes the array, inverter and battery, Payback holds the estimate, and Rates is the price book.
Then connect the cells: rows 19 to 24 of the System tab set the panels, racking, inverter, installation and battery lines' descriptions and unit prices, and the price table total comes back into Payback!B2. Click a tab or a cell to see the formulas. Every proposal made from the template starts with all of it.
- Usage, System, Payback and Rates tabs
- Cells connected to price lines' descriptions and unit prices
- The total brought back for the payback estimate
- Your formulas and assumptions, labelled
Spreadsheet block and price tables: Essentials and up
Sizing calculators that price the proposalThe sizing sheet in Tallowwood's template
=B7*Rates!C2
Usage
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Quarter | kWh used | Days | Cost at your rates | kWh / day |
| 2 | Jan–Mar | 1,880 | 90 | $738.20 | 20.9 |
| 3 | Apr–Jun | 1,720 | 91 | $684.90 | 18.9 |
| 4 | Jul–Sep | 2,160 | 92 | $835.60 | 23.5 |
| 5 | Oct–Dec | 2,270 | 92 | $873.00 | 24.7 |
| 6 | Year | 8,030 | 365 | $3,131.70 | 22.0 |
| 7 | |||||
| 8 | Evening & night share | 40% | From the homeowner | ||
| 9 | Evening & night kWh / day | 8.8 | |||
| 10 | Highest quarter, kWh / day | 24.7 | |||
| 11 | Usage rate ($/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
Then the parts that are the same in every home
The battery components strip, drawn from your own range, sits inside the battery choice. Datasheets for the panels, inverter and battery and your workmanship warranty go in as PDF blocks, so the household has them before they sign.
Accreditation, connection approval and compliance paperwork stay yours to arrange; the template just keeps your documents together.
- Components strip with drawn product images
- Datasheets and warranties as PDF blocks (Starter and up)
- Saved to your content library to reuse (Essentials and up)
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
Datasheets & warranties
Attached as PDF blocks
- Norrow N440 panel datasheetDatasheet · 2 pages
- Pellam PH hybrid inverter datasheetDatasheet · 4 pages
- Quolla QB-5 battery datasheet & warrantyWarranty · 6 pages
- Tallowwood workmanship warrantyWarranty · 2 pages
Which template for which job
The same solar designs come in more than one version: pick the layout you like and add your sheet and price book.
Installation proposals (32, 113)
Long-form residential proposals with room for system specs, photos and pricing. Two designs of the same idea.
Template 32System quotes (33, 157, 291)
Shorter quotes for residential or commercial installs; 291 adds a cover letter, key benefits and a signature section.
Template 291Solar quote (290)
A customisable solar installation quote for retailers, installers and energy consultants.
Template 290Electrical quotes (115, 117)
For EV chargers, switchboard upgrades and the electrical side of an install.
Template 115
Send us your proposal and your sizing spreadsheet
Free for 14 days, no credit card required. One template conversion is free during the trial on Essentials, Business and Enterprise.
Turn a template into your solar proposal
Five steps, done once by whoever owns your proposals.
Pick a template
Start from one of the solar templates above, or have us convert your current proposal.
Add the sheet
Insert a Spreadsheet block, or import your sizing .xlsx, with your formulas, assumptions and rates.
Connect the lines
Connect cells to the price lines' descriptions and unit prices, and the total back into a cell.
Add the fixed parts
Battery choice, EV charger option, datasheets, your rebate or incentive line and terms.
Share it
Save it as a company template so every consultant starts from the same proposal.
Template questions
Does QuoteCloud have solar proposal templates?
Yes. There are solar panel installation proposal templates (32 and 113), solar system quote templates (33, 157 and 291) and a solar quote template (290), plus electrical services templates (115 and 117) for EV chargers and switchboard work. Each opens in QuoteCloud for you to brand and edit.
Do the templates come with a sizing calculator?
The templates give you the layout and wording. You add your own sizing calculator as a Spreadsheet block, built in QuoteCloud or imported from your .xlsx, with your formulas, assumptions and rates, then connect its cells to the price lines. Once it's in your template, every proposal starts with it.
Some template descriptions mention return on investment. Does QuoteCloud calculate it?
No. Any return or payback figure in a QuoteCloud proposal is your own estimate from your own sheet. A rebate or incentive is a line you enter with your own figure; QuoteCloud doesn't calculate, create or claim rebates or incentives, or check eligibility.
Can you convert our existing solar proposal into a template?
Yes. One template conversion is free during the trial on Essentials, Business and Enterprise. Send your current proposal and your sizing spreadsheet, and QuoteCloud converts the proposal into a template you can keep editing. Further conversions and set-up help are available through professional services.
Can I use an electrical template for EV charger quotes?
Yes. The electrical services templates (115 and 117) suit EV charger installs and switchboard upgrades. Add your charger and circuit lines, any options the household can tick, and set payment on signing to the full amount for small jobs.
Can every consultant use the same template?
Yes. Save your finished proposal as a company template and every consultant starts from it, with the same sheet, price lines, datasheets and terms. On the Business plan, content locking keeps company blocks such as your terms from being edited.
Everything a solar business sends
From the sizing sheet to the signed install.
-
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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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.
- 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.
- 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.
- FAQAnswers to the questions solar retailers, battery installers and EV charger installers ask most.
Start from a solar template, finish with your own sheet
Free for 14 days. No credit card required.