Site Assessment
Photographs, shading analysis, roof or site measurements, and load profile that justify the proposed system size and orientation.
A precise Solar Design Proposal reduces misunderstandings, documents responsibilities, supports permit and interconnection applications, and provides the basis for financing or incentives. It helps clients compare options, clarifies warranty and maintenance expectations, and creates an auditable record of agreed scope, price, and schedule before work begins.
Solar design proposals are used by installers, project developers, property owners, and financing partners to evaluate and approve a proposed system.
Different stakeholders rely on the document for technical validation, contract formation, permitting, and financial underwriting before moving to construction.
Photographs, shading analysis, roof or site measurements, and load profile that justify the proposed system size and orientation.
Module, inverter, racking brands and models, stringing diagrams, production estimates, and electrical one-line drawings for code review.
Detailed list of tasks, milestones, installation exclusions, testing, commissioning, and documentation the contractor will provide on completion.
Itemized equipment and labor pricing, optional upgrades, applicable taxes, deposit schedule, and final payment terms.
Permitting responsibilities, estimated permit fees, utility interconnection steps, and expected review timelines for local authorities.
Warranty durations, workmanship guarantees, change-order process, liability limits, and governing law for disputes.
| Field | Configuration |
|---|---|
| Document Type | PDF or DOCX template with locked technical exhibits |
| Authentication | Email link by default; SMS code or KBA for higher assurance |
| Conditional Fields | Show payment or equipment options only if selected by client |
| Delivery | Automatic signed copy to all parties and archived in project folder |
Choose a platform that supports your authentication, audit trail, and integration needs for permitting and finance workflows.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A small development firm used electronic proposals to centralize project documents and speed approvals.
A real estate operator shifted proposals to a signed, archived format to streamline vendor onboarding and compliance.