Your solar journey
starts here.
Generate a personalized solar proposal for your customer in minutes — build a new one or pull from an existing CRM deal.
Welcome back, advisor.
Select your name to access your dashboard. We'll attribute every proposal you create to your account.
Loading consultants…
Good to see you,
advisor.
Pull a proposal from your CRM pipeline, or build a brand-new one for an incoming customer.
Find a CRM deal
Type to search by name, email, or address. Pick one to start a proposal pre-filled with that customer's data.
Start typing to search…
Customer details
Enter the customer's contact info. You can pre-fill from an existing CRM deal instead.
System & financials
Set the system size and the financing terms. Price and production auto-derive from size — override anything you'd like.
System design
kW
$
kWh
Financial inputs
$
$
$
Building your proposal…
Crunching the numbers — just a moment.
- Analyzing energy consumption
- Sizing the ideal solar system
- Calculating 25-year savings
- Preparing your proposal
Proposal created.
Share the links below with your customer.
Consultant link
Customer link
Installer upload link