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Free solar proposal template

A solar proposal is a price resting on a pile of assumptions. This template gives you a scope box to write them into, a materials box for the actual equipment, a not included box for the work people assume is in the price, and terms that are already written. Fill it in and download it as a Word file or PDF.

  • Your business and the customer, with contact details
  • Scope of work, materials, and what's not included
  • Total price and a payment schedule
  • Start and finish dates
  • Change orders and a one-year workmanship warranty
  • Who pulls permits, plus cancellation and dispute terms
  • A space for the customer to accept and sign
Parties
The work
Price and schedule
Terms (editable)
Proposal
Parties
Contractor: Not specified
Customer: Not specified
Licensed and insured, 25-year panel warranty
Scope of work
Solar panel install Battery storage install Panel cleaning and repair
Materials
Not specified
Not included
Not specified
Price and payment
Not specified
Schedule
Not specified
Change orders
Any work beyond the scope above is a change order. We will price it and get your written approval before we start it.
Workmanship warranty
We guarantee our workmanship for one year from the completion date. Materials are covered by the manufacturer's warranty. This does not cover normal wear, misuse, or work done by others.
Permits
We pull the permits this work requires. Permit fees are billed at cost unless they are already included in the price above.
Cancellation
Either side can cancel in writing before work starts. If you cancel after we have ordered materials or started work, you cover the cost of the work done and the materials bought up to that point.
Dispute resolution
If something goes wrong, both sides agree to talk it through in good faith first. If that does not settle it, we will use mediation before going to court.
Prepared by (contractor)
Accepted by (customer)

Free to download. No signup. Edit the Word file, or send the PDF as is.

How to use it

  1. 1
    Add your business and the customer
    Your details and theirs, with the address the work happens at.
  2. 2
    Describe the work
    Spell out the scope, materials, and what is not included.
  3. 3
    Set price and schedule
    Add the total, the payment schedule, and the start and finish dates.
  4. 4
    Download and send
    Save it as a Word file or PDF and send it over to be accepted.
FAQ

Common questions

Is the solar proposal template free?
Yes. Fill it out and download it as a Word file or PDF. No signup, no watermark.
What is the difference between a solar proposal and an estimate?
An estimate is the price on its own. A proposal is the price plus everything it rests on: the system, the production you are forecasting, the assumptions behind that forecast, what is excluded, and a line to accept. With solar the assumptions are most of the document, which is why a bare price rarely closes anything.
Which assumptions should I write down?
The tool you used to work out production, the utility rate rise you assumed, shading and which way the roof faces, panel degradation over the years, how the customer gets credited for what they export, and the terms of any financing. Put them in the scope box where the customer will actually read them rather than in an attachment.
What should I not promise?
A specific dollar figure for their tax saving. Whether someone can claim a credit depends on their own tax position and the rules change. Say what the system costs and what it should produce, and send them to their own tax advisor for the rest.
What is usually excluded?
Electrical service upgrades, roof repairs or a reroof before the panels go on, and tree removal for shading. All three are common, all three are expensive, and all three cause arguments when the customer assumed they were in the price. They belong in the not included box.
How should I show the price?
Put the total and the cost per watt on the price line. Cost per watt is the number customers use to compare you against the last installer who quoted them, so leaving it off makes it look like you are hiding something.
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