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How to Sell More Solar Using Solar Software Applications

Many ideas are doomed to be dismissed by your prospects, it’s no secret. Whether it’s because your proposal is excessively long, poorly constructed, or their priorities have evolved, any of these factors might cause your proposal to be overlooked.

It’s critical to maximize how quickly you can develop a fresh bid and have the capability to build an elevated presentation that will amaze your prospects if you just want to stand out from the crowd. Business competition is fierce, and getting contracts requires superior proposal writing. The answer is to employ top proposal management software if you really want to win more contracts.

There are many powerful platforms for managing the full proposal process, from start to finish.

Consider whether proposal management software, such as Solargraf software, is worth the expense for your company. It will reduce the time it takes to generate proposals, provide a variety of presets to choose from to start building your offer, and it can incorporate and merge correlating CRM data to create more personalized proposals. In this essay, we’ll look at a few additional reasons why bid management software is a good investment.

Consider These Factors When Choosing Proposal Management Software

The more enticing your offers are, the more likely you are to acquire a possible contract. Because there are so many options on the market today, picking the right software for your company can be difficult. Solar software for local contractors should be created with one purpose in mind: to make it easier for them to meet the operational demands of dispersed home and commercial solar installations. 

Solar and storage demand is continuing to rise as a result of more knowledge, lower pricing, and increased environmental conscience. Residential customers need more care and customization, as well as attention to their special demands. From the standpoint of a solar installer, it rapidly raises the soft cost of projects, that is, the customer acquisition costs as compared to the client’s lifetime value. 

With a high volume of site traffic generating prospects that need to be followed up on in order to accomplish development in the solar energy industry, software that automates the process is essential.

Principles of Solar Design

There are site-specific factors in solar design that are reliant on each unique house & rooftop location, as well as power use, as well as general circumstances like solar irradiance, utility prices, and federal and state taxes & incentives. When examining the installer’s product and option mix, the solar design software must be competent in maximizing the size of the setup that generates the optimum advantage of these variable elements. 

A good formula balances these many variables in such a way that it satisfies all of the customer’s expectations. Residential customers are retail customers, therefore they demand the same level of service and attention as any other comparable product or service.

Vendors of solar marketing software have standard features. Solar design software adheres to industry best practices, which are a series of stages that have been tested and proven by all industry players. 

Site-specific conditions must be assessed and quantified, which includes determining the amount of space available at the installation site. The roof is the most cost-effective place for residential applications. The roof space’s shade is assessed for its availability to plentiful sunshine. The residential unit’s energy consumption over the course of a day, month, and year, as well as the cost of power, will be necessary.


The design considers the roof’s ability to take the solar modules, the location’s energy generation potential, and the selection and ability of the inverter, wiring, and other structural parts while placing the solar panels on the roof. The arrangement of the modules incorporates the restrictions of the alignment and tilt of the units and the shade of neighboring items and the horizon. Obtaining the ideal combination of channel capacity and pricing, taking into account current electrical requirements as well as the cost of electricity.

Use a quotation

The quote compares the system’s design and pricing to the market cost of power, allowing the installer to offer the customer the best-case scenario for adopting solar, as well as financial considerations.

Make a contract

The contract requires that all parties fulfill their individual obligations and adhere to the timetables, warranties, and guarantees set forth in the contract. The contract is normally signed in person, but electronic signatures are becoming more common. The addition of an electronic signature to a contract on a software platform improves the client’s purchasing experience.

Obtaining permission

Interacting with multiple cities, counties, and states for compliance and permissions is typically complex by the different agencies and government entities with whom one must contact. Visit https://www.epa.gov/repowertoolbox/local-government-solar-project-portal for more information on city, county, and state regulations on solar power. And, as is frequently the case, a lack of awareness or management of the numerous permits lead times can have an influence on project delivery and installation. Tracking and monitoring software

The solar installation procedure benefits from software that tracks and simplifies permission administration.


The delivery, assembly, and activation of the solar system on-site must be coordinated with the occupant’s project management. This entails communicating the timeframe and establishing consumer expectations.

Operation and Maintenance (O&M) and Monitoring

Cleaning and maintenance of such solar systems are required on a regular basis, depending on site-specific circumstances, as well as firmware upgrades of monitoring devices. At the contract stage, the specifics and timeline must be communicated and agreed upon. The use of remote monitoring devices to monitor system performance with regard to O&M operations offers visibility to the client and the solar installer and enables assessments of the system’s performance.

Machine Learning & Artificial Intelligence

Solargraf’s use of AI in picture detection and modeling the solar architecture to better suit the roof space and employ sun accessibility and shading information to arrive at an ideal electricity generation capacity is a ground-breaking approach to solar design. See here for more information on solar power generation. The goal for Solargraf, and now Enphase Energy, is to better use this capacity to reduce design timeframes while also increasing accuracy, with the goal of improving real operating performance as close to the intended performance as possible.

About the author


Shelly is an avid reader, and the love of reading takes her to content writing eventually. She loves writing on various topics.

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