Best Solar Proposal Software in Canada: Top 10 in 2026

Best solar proposal software in Canada, ranked for 2026: CAD pricing, provincial net metering math, bilingual French output and Greener Homes status.

Best Solar Proposal Software in Canada: Top 10 in 2026

Choosing the best solar proposal software in Canada is a financial modelling problem wearing a graphic design costume. The document has to survive three readers: the homeowner or facility manager deciding whether to sign, the lender or credit union pricing the loan, and eventually the distributor whose interconnection rules decide what the system is allowed to export. Canada makes that harder than most markets because there is no national net metering programme and no national electricity price. An Ontario savings model applied to an Alberta address is wrong by construction, and a Quebec proposal written only in English is not a proposal. Across the platforms we bench at Heaven Green Energy, SurgePV ranks first at US$1,299 per user per year on the 5-User Team plan, roughly C$1,780 at C$1.37 per US dollar, because the savings figure on page one comes out of the same 8,760-hour simulation the design engineer defends. Below are ten platforms priced in Canadian dollars, with the honest limitation on each including ours.

Direct answer. The best solar proposal software in Canada for 2026 is SurgePV, at US$1,299 per user per year on the 5-User Team plan (US$6,495 for five seats), roughly C$1,780 and C$8,900 at C$1.37 per US dollar. It bundles white-label proposals with e-signature, provincial net metering libraries for Ontario, Alberta, BC, Quebec and the Atlantic provinces, current Greener Homes Loan and provincial rebate handling, and CSA C22.1 plan-set output in one licence. Solargraf, built in Montreal, is the strongest Canadian-native alternative.

This page is about closing, not drawing. If you are picking the engineering tool instead, read our best solar design software in Canada ranking, which scores the same market on shading, snow load and CSA-labelled single-line diagrams. If you want the whole stack including monitoring, CRM and field operations, start with the best solar software in Canada overview. For the category view outside Canada, the solar proposal software breakdown and our best solar proposal software in USA roundup cover other markets.

Why One Canadian Financial Model Is Wrong Across the Border

Canada does not have a net metering programme. It has at least ten of them, set provincially and in several cases by the individual distributor. This is the reason a proposal template that closes deals in Ottawa produces an indefensible number in Calgary.

Take the same 10 kW residential rooftop and move it across four provinces. In Ontario, net metering under O. Reg. 541/05 credits exported kilowatt-hours at the full retail rate and carries surplus credits forward for twelve months, so a system slightly oversized for summer still recovers its value in January. In Alberta, the Micro-generation Regulation credits at the retail energy rate but settles monthly, which means the same summer surplus is monetised at a lower value and cannot be carried into winter. In British Columbia, BC Hydro’s net metering settles on an annual anniversary date, and any generation credit remaining at that anniversary is paid out at a much lower price than the retail rate you were crediting against all year. In Quebec, Hydro-Quebec banks surplus kilowatt-hours for up to 24 months, which sounds generous until you notice the residential tariff is among the lowest in North America and the payback arithmetic changes completely.

The tariff spread is the part sales teams underestimate. Residential electricity in Quebec sits near the bottom of the Canadian range while Nova Scotia, Prince Edward Island and Alberta sit near the top, and the gap is large enough that identical hardware can pay back in single-digit years in Halifax and take more than double that in Montreal. Proposal software that applies one blended national rate is not producing a conservative estimate. It is producing an incorrect one in both directions at once.

ProvinceProgrammeCredit and settlementCapWhat it does to the proposal
OntarioNet metering, O. Reg. 541/05Retail credit, carried 12 months500 kWSlight oversizing is safe; credits expire at 12 months
AlbertaMicro-generation RegulationRetail energy rate, settled monthly5 MW, sized to annual loadSummer overbuild loses value; model month by month
British ColumbiaBC Hydro Net MeteringRetail credit, annual anniversary payout100 kWAnniversary date changes the sizing sweet spot
QuebecHydro-Quebec net meteringkWh banked up to 24 months50 kWLow tariff lengthens payback; bilingual output required
Nova ScotiaEnhanced Net MeteringRetail credit100 kWHigh tariff makes payback the headline number
SaskatchewanSaskPower Net MeteringRetail credit, capped enrolment100 kWProgramme capacity caps belong in the risk section

The practical test during a vendor trial is short. Build the same house in Toronto, Calgary, Vancouver and Montreal, and ask the tool for the year-one bill offset. If the four numbers differ only by irradiance, the tariff and settlement logic is not there.

📘 Regulation note

Interconnection in Canada is set by the local distributor working under provincial rules, not by Ottawa. The Ontario Energy Board publishes the Ontario framework, and Natural Resources Canada maintains the federal programme detail. Equipment must be certified to Canadian standards under CSA Group rules before a distributor will energise the system, which means the equipment list in your proposal is a compliance document as well as a sales one.

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Incentives a Canadian Proposal Has To Get Right in 2026

Federal incentive copy is where inherited templates cause the most damage, because the flagship programme changed.

The Canada Greener Homes Grant stopped accepting new applications in 2024. The Canada Greener Homes Loan continues, offering interest-free financing of up to C$40,000 over ten years for eligible retrofits including rooftop solar, administered federally. That distinction matters enormously in a proposal. A grant reduces the customer’s net cost. An interest-free loan does not reduce the cost at all, it changes the cash flow shape, removes the down payment obstacle and makes a monthly-payment comparison against the current utility bill the honest way to present the deal. Software that treats the loan as a rebate line item is overstating savings by up to C$5,000, and the customer discovers it at claim time.

Provincial and utility programmes then sit on top, and they change more often than any vendor’s default template. Programmes worth checking before every quarter of quoting include municipal financing offers through property tax, provincial rebate and loan streams, and utility-run efficiency programmes that sometimes fund the electrical upgrade rather than the array. The right software behaviour is not to hard-code these, it is to expose an editable incentive layer with a visible effective date and to let you retire a line without editing a PDF.

For commercial buyers the arithmetic is different again. Canadian businesses depreciate solar assets under Capital Cost Allowance Class 43.2, and the accelerated investment incentive materially changes after-tax return. A commercial proposal that shows only a simple payback period and no after-tax cash flow is a residential proposal with bigger numbers. Ask any vendor to produce a year-by-year after-tax model on a C$500,000 rooftop before you buy.

C$40,000
Greener Homes Loan ceiling
Natural Resources Canada, 2026
US$6,495
SurgePV, five seats per year
SurgePV published pricing, 2026
24 mo
Quebec kWh banking window
Hydro-Quebec net metering, 2026
2 langues
Required for Quebec selling
Charter of the French Language

Bilingual Output: The Cleanest Split Between These Ten Tools

French-language proposal output is the sharpest technical dividing line in this category, and almost nobody scores it in a feature matrix.

Quebec is roughly a fifth of the Canadian population and its consumer-facing commercial documents are governed by the Charter of the French Language. Selling to a Montreal or Quebec City homeowner in English only is a credibility problem before it is a compliance problem. New Brunswick is officially bilingual, and francophone communities in Ontario and Manitoba expect the same courtesy.

There are three levels of support and vendors describe all three as “French”.

  1. Interface translation only. The software menus are in French. The customer-facing proposal is still English. This is worthless for selling.
  2. Template translation. The proposal shell is French but your custom sections, equipment descriptions and terms are whatever you typed. Workable if your team writes French, and most of the market sits here.
  3. True bilingual document generation. Both language versions generate from the same project data, with numbers, dates and currency formatted to Canadian French conventions, and both are e-signable. This is rare and it is what a serious Quebec operation needs.

Watch the small things that break level three in practice. French Canadian number formatting uses a space as the thousands separator and a comma as the decimal mark, so 12 500,75 kWh rather than 12,500.75 kWh. Currency conventionally trails the figure. A tool that renders a beautiful French paragraph around American-formatted numbers looks machine-made to the exact customer you were trying to reassure.

💡 Fast tip

Ask every vendor to generate a real French proposal during the trial and check three things: number formatting, the e-signature block language, and whether your own custom sections translated or silently stayed English.

The 5-Signal Canadian Proposal Test

This is the framework our team scores against before a proposal tool touches a live Canadian project. Each signal is worth 10 points, so 50 total. We do not deploy below 36.

  1. Provincial tariff accuracy. Does it hold separate settlement logic for Ontario carryover, Alberta monthly settlement, BC anniversary payout and Quebec kWh banking, with maintained retail rate data behind each?
  2. Incentive currency. Is the Greener Homes Loan modelled as financing rather than a grant, is the closed grant absent, and can you edit provincial and utility programmes with an effective date?
  3. Engineering behind the number. Is the yield an 8,760-hour module-level simulation with snow loss and high-latitude sun angles, or a sales calculator estimate that the design team will contradict later?
  4. Bilingual and Canadian formatting. True French document generation, metric units, CAD formatting, provincial tax handling.
  5. Handoff continuity. Does the signed proposal become a CSA C22.1 plan set and a bill of materials without a redraw?

Scores out of 50: SurgePV 45, Solargraf 39, Aurora Solar 38, OpenSolar 30, Enact Systems 31, Sunbase 27, Solo 27, Pylon 26, Bodhi 22, Demand IQ 21. The pattern is the same one we see in every market. Sales-first tools score well on presentation and badly on signals 3 and 5, because the number in the proposal and the number in the engineering model live in different systems and nobody reconciles them until the install crew is on the roof.

The Top 10 Solar Proposal Software Platforms in Canada

Pricing below is each vendor’s own published 2026 figure. Almost all of these vendors bill in US dollars, so the US dollar number is the price and any Canadian figure is a conversion at roughly C$1.37 per US dollar as at August 2026. Rates move, so get a CAD quote in writing. Where a vendor publishes no price, we say so rather than estimate.

1. SurgePV

What it does best. SurgePV keeps the proposal and the engineering inside one licence. You enter a Canadian address, the AI builds a 3D roof from satellite imagery, the 8,760-hour module-level simulation returns P50, P75 and P90 yield with snow loss and winter sun angles applied, and the financial module applies the correct provincial settlement rule rather than a national average. The white-label interactive proposal and e-signature come out of the same run, and the accepted design carries straight into a CSA C22.1-labelled single-line diagram and bill of quantities. For Canadian teams the useful consequence is that the savings number does not move between the kitchen table and the engineering review.

Real pricing. US$1,899 per user per year on Individual and US$1,299 per user per year on the 5-User Team plan, which is US$6,495 for five seats. At C$1.37 that is roughly C$2,600 and C$1,780 per seat, about C$8,900 for five, but the invoice is in US dollars. Enterprise is quoted. Free trial, no credit card.

Who it suits. Canadian installers and EPC firms shipping five or more proposals a month, teams selling across provincial borders where settlement rules differ, and anyone currently paying for a design licence and a separate proposal licence.

Honest limitations. Four real ones. Canadian brand recognition is thin because SurgePV launched in early 2025, and a credit union underwriting a C$60,000 residential loan may ask whose software produced the yield report. Native Canadian lender and financing integrations are thinner than what Enact or Solargraf ship, so a finance-led residential shop still runs credit applications in a separate portal. French proposal generation covers the standard document well but your own custom clauses need your own translation. And SurgePV does not do drone capture or structural stamping, so a complex Montreal triple-decker still needs an upstream survey step.

Book a SurgePV demo with a real project in your busiest province rather than a showcase file, and check the settlement logic yourself.

2. Solargraf

What it does best. Solargraf was founded in Montreal and is now owned by Enphase, which makes it the most genuinely Canadian-native tool in this ranking. French and English proposal templates are first-class rather than retrofitted, Canadian utility formats are familiar to the product team, and Enphase microinverter and IQ Battery configuration is native. For a Quebec residential seller this is the default and it deserves to be.

Real pricing. Solargraf sells by project volume, not by seat. Starter is US$2,799 a year for 240 projects and two users, rising to Enterprise at US$12,999 for 1,500 projects, with API access a further US$4,000 a year on every tier except Enterprise. At C$1.37 that is roughly C$3,800 to C$17,800 a year depending on how many projects you run.

Who it suits. High-volume residential sellers in Quebec, Ontario and New Brunswick, particularly Enphase-heavy shops that need bilingual documents without a translation step.

Honest limitations. Shading and yield modelling is light next to a true hourly engine, so the proposal number and the engineering number can diverge on anything shaded or steep. Commercial and ground-mount work is out of scope. Enphase ownership biases the component workflow toward Enphase hardware, which is fine until you want to quote a string inverter. You are usually buying a design licence alongside it.

3. Aurora Solar

What it does best. Depth and familiarity. Aurora has the most mature interactive proposal in North America, the largest template library and the strongest lender recognition. Its roof geometry handling on Canadian suburban housing stock is excellent, and if your team already knows Aurora the marginal gain from switching rarely justifies the migration.

Real pricing. Basic is US$135 per user per month billed annually, which is US$1,620 a year, or US$159 month to month. Premium is US$220 billed annually, which is US$2,640 a year, or US$259 monthly. Each covers one user and 50 projects a month, with LIDAR modelling, bankable shade reports and battery modelling on Premium. Five Basic seats are US$8,100 a year and five Premium seats US$13,200, roughly C$11,100 and C$18,100. Plan sets are a separately priced service rather than a plan inclusion, and site models start at US$9.99.

Who it suits. Established residential and light commercial installers in Ontario and British Columbia with more than ten users and existing Aurora process debt.

Honest limitations. The Canadian layer is thinner than the American one. Provincial settlement rules and CSA labelling are supported less completely than US state rules and the NEC, and French output is weaker than Solargraf’s. Price is not the objection: Aurora Basic at US$1,620 a year is cheaper per seat than SurgePV Individual at US$1,899, and five Basic seats at US$8,100 undercut five SurgePV seats at US$6,495 only once you compare like for like on projects per month, which is where the two plans genuinely differ. We would rather state that than have you check Aurora’s pricing page. Our Aurora Solar alternative comparison has the full cost breakdown.

4. Enact Systems

What it does best. Financing flow. Enact wraps proposal generation around loan, lease and power purchase structures with credit workflow attached, plus a customer education layer that suits consultative residential selling where the objection is the down payment rather than the technology.

Real pricing. US$279 a month covering two users on annual billing, or US$299 a month paying monthly, with a cap of 10 commercial projects a month. PVCAD is a further US$267 a month, or US$333 a month bundled with AutoCAD. Annual billing on the base plan works out at about US$3,348 a year for two users, roughly C$4,600. Asset Management and enterprise terms are not publicly listed.

Who it suits. Canadian residential sales teams where financing approval is the bottleneck, particularly those pairing the Greener Homes Loan with a private lender for the balance.

Honest limitations. Engineering depth is light, so it needs a design platform beside it. Its financing partner network is built around the US market, which blunts the main reason to buy it in Canada. Commercial modelling is limited and shading analysis is not lender grade.

5. OpenSolar

What it does best. The base design and proposal tier is free, funded by hardware partner referrals. For a solo Canadian installer doing two or three residential jobs a month, that is genuinely difficult to argue against, and the learning curve is short.

Real pricing. The core platform is free, and it stays free. OpenSolar has said API Access, charged per project on creation, and Connectors, charged as a flat monthly fee, become chargeable from 16 April 2026, but it has not published the rates and they vary by geography. Until it does, no honest figure exists for what a Canadian five-seat team will pay, so we are not going to invent one.

Who it suits. Solo operators and new entrants in straightforward jurisdictions who need a working document without a licence commitment.

Honest limitations. Canadian provincial settlement handling is partial and the incentive library needs manual maintenance. Commercial capability is limited. On price it beats everything else on this page, SurgePV included, and we would rather say that plainly than pretend a stacked add-on bill exists that OpenSolar has not published. The case for paying is provincial depth and engineering continuity, not licence arithmetic. Our OpenSolar alternative guide works through the stacked-cost arithmetic.

6. Sunbase

What it does best. Sales operations with proposals attached. Lead capture, canvassing routes, commission tracking and follow-up automation in one system, which suits a Canadian shop whose real constraint is pipeline discipline through a short selling season.

Real pricing. Sunbase states an entry price of US$59 per user per month and does not publish its tiers. Five seats at the entry rate is about US$3,540 a year, roughly C$4,850. Any wider range you see quoted, including on other comparison pages, is an industry-observed estimate rather than a vendor-published figure.

Who it suits. Sales organisations where the proposal is a by-product of pipeline management rather than the main event.

Honest limitations. Design and simulation are basic and the Canadian tariff library is not its strength. Treat it as a CRM first. If you are evaluating this layer seriously, this solar CRM selection guide sets out the criteria worth scoring.

7. Solo

What it does best. Proposal as a service. A rep submits a request and a human design desk returns a finished proposal quickly, which lets a sales organisation add reps faster than it can hire designers.

Real pricing. Usually a per-proposal or per-seat model, commonly quoted around US$100 to US$200 per user per month, roughly C$137 to C$274 per seat per month.

Who it suits. Fast-scaling residential sales organisations in Ontario and Alberta that are hiring reps every month.

Honest limitations. You are outsourcing judgement about a market with ten different net metering rules to someone else’s queue. Turnaround depends on their workload, Canadian provincial nuance is not their core competence, and unit economics get worse as volume climbs.

8. Pylon

What it does best. In-home closing. Fast scenario toggling, clean financing comparisons and a mobile-first flow built for a rep at a kitchen table who intends to leave with a signature.

Real pricing. Pylon is not a seat licence. You pay per project, US$4.00 Standard and US$10.00 Pro, with no monthly minimum. The Solar CRM add-on starts at US$49 per user per month, eSignature is US$0.80 per project and payments carry a 2.50 per cent transaction fee. For a team quoting under about thirty projects a month that structure is far cheaper than anything else in this table.

Who it suits. Door-knock and appointment-set residential teams in Calgary, Edmonton and the Ontario suburbs.

Honest limitations. The engineering behind the number is a sales calculator. Snow loss, low-temperature string voltage and CSA detail are outside its scope, so the design team redoes the work after the sale and occasionally contradicts it. French output is minimal.

9. Bodhi

What it does best. The part of the sale that happens after the signature. Bodhi automates homeowner communication through permitting, installation and commissioning, which in Canada matters because a job sold in September may not be energised until spring and silence in that gap kills referrals.

Real pricing. Typically a monthly platform fee scaled to project volume, commonly in the low hundreds of US dollars per month for a small installer.

Who it suits. Installers whose reputation problem is post-sale communication rather than proposal quality, especially in provinces with long interconnection queues.

Honest limitations. It does not produce the proposal. It is an adjacent purchase that improves close-to-commissioning experience, and it earns its place on this list only because Canadian project timelines make the gap unusually long.

10. Demand IQ

What it does best. Top of funnel. It turns a website visitor into an instant on-screen savings estimate and a booked appointment, which is a different job from producing the document a customer signs.

Real pricing. Usually a company-level monthly platform fee in the US$300 to US$800 range rather than per seat, negotiated on lead volume.

Who it suits. Canadian installers with real web traffic who want to qualify it without a rep on the phone.

Honest limitations. The instant estimate is deliberately optimistic and has to be replaced by an engineered proposal before contract, which is a credibility risk if the two numbers differ badly. Provincial tariff nuance is not modelled at this stage.

All 10 Compared on Published Price

These vendors do not price on the same unit, which is the first thing to notice. Some sell seats, some sell projects, and one sells nothing at all until you ask. The column below shows what each vendor actually publishes. Where a tool needs a design licence underneath it, that cost is not in the column and it is usually the larger half of the bill.

#PlatformPublished priceKey capabilityNeeds a design licence?Best for
1SurgePVUS$1,299/user/yr, US$6,495 for five (about C$8,900)Proposal plus bankable hourly engineering in one licenceNoMulti-province installers and EPCs
2SolargrafUS$2,799 to US$12,999/yr by project volumeCanadian-native bilingual residential proposalsUsuallyQuebec and Ontario residential volume
3Aurora SolarUS$1,620/user/yr Basic, US$2,640 PremiumDeepest North American proposal and template libraryNoEstablished Aurora-trained teams
4Enact SystemsUS$279/mo for two users on annual billingLoan, lease and PPA workflowYesFinance-led residential sales
5OpenSolarCore platform free, add-on rates not publishedFree design and proposal tierNoSolo installers under 3 jobs a month
6SunbaseFrom US$59/user/mo, tiers not publishedCRM and canvassing with proposals attachedYesPipeline-constrained sales teams
7SoloQuoted per proposal or per seatOutsourced human design deskNoFast-hiring sales organisations
8PylonUS$4.00 per Standard project, US$10.00 per ProIn-home presentation speedYesDoor-knock residential teams
9BodhiPlatform fee, volume basedPost-sale homeowner communicationYesLong interconnection queues
10Demand IQCompany fee, volume basedInstant web lead estimateYesHigh-traffic installer websites

Verdict. If your proposal has to survive a lender and an inspector, the shortlist is SurgePV and Aurora, with Solargraf joining it the moment Quebec is more than a quarter of your revenue. Everything else in this table is a sales layer that assumes engineering exists somewhere else. On sticker price SurgePV does not win: OpenSolar’s core is free, Pylon charges per project, and Aurora Basic at US$1,620 a year undercuts SurgePV Individual at US$1,899. What SurgePV wins on is one number flowing from simulation to signature without a second licence. Solargraf wins on bilingual output and Canadian residential fluency, and we say so on sales calls.

Want a second opinion before you quote? Run the sizing and payback yourself with our free solar calculator, then talk to our engineering team about the design behind the number.

What a Canadian Proposal Must Contain To Be Defensible

Six items, and most templates inherited from a US vendor are missing at least two.

  1. The province-specific settlement statement. Say in plain language how credits work where the customer lives, including when they expire. Ontario twelve-month carryover and Alberta monthly settlement produce different customer expectations and both deserve a sentence.
  2. A winter production line. Canadian customers ask what happens in January. Show monthly production with snow loss applied rather than an annual average that implies twelve identical months. Our best solar design software in Canada guide covers the tilt and shedding arithmetic behind that figure.
  3. The correct federal incentive framing. Greener Homes Loan as interest-free financing, not a grant. If the grant line is still in your template, delete it today.
  4. CSA-certified equipment identification. Model numbers with certification marks, because a distributor will not energise uncertified equipment and the customer’s insurer may ask.
  5. The interconnection timeline as a range, not a date. Distributor queues vary widely by province and season. A committed date you cannot control becomes the complaint.
  6. Metric units and CAD formatting throughout. Square metres, degrees Celsius, kilowatt-hours, Canadian dollars. Square feet and Fahrenheit tell a Canadian buyer the document came from somewhere else.

⚠️ Watch out

Any proposal still showing the Canada Greener Homes Grant as a claimable C$5,000 is selling a number your customer cannot collect. The grant closed to new applications in 2024 and only the interest-free loan stream continues.

Mistakes Canadian Sales Teams Make Choosing Proposal Software

  1. 1
    Buying a US template and translating the currency symbol. Provincial settlement rules, not the dollar sign, are what makes a proposal Canadian.
  2. 2
    Accepting interface French as bilingual support. Menus in French do not sell a Quebec homeowner. Test a generated customer document.
  3. 3
    Ignoring the second licence. Solargraf, Enact, Sunbase, Pylon and Demand IQ all assume a design tool exists. Budget the pair.
  4. 4
    Presenting an annual average with no winter curve. The first December bill is where an over-smoothed proposal loses the referral.
  5. 5
    Letting the sold design differ from the permitted one. If the accepted proposal does not become a CSA C22.1 plan set, someone redraws it and the change order follows.

The wider version of this pattern is covered in our writeup on common mistakes EPC companies make in rooftop solar, and the financial modelling side sits in our solar financial modelling software comparison.

Should a Canadian Sales Team Standardise on SurgePV?

✓ Choose SurgePV if
  • You sell in more than one province
  • You quote commercial rooftops as well as homes
  • You want the plan set to come from the sold design
  • Your per-seat bill is above C$200 a month
  • You want one licence instead of two
✗ Pick something else if
  • Quebec French output is the whole business (Solargraf)
  • Lender credit integration is your bottleneck (Enact)
  • You live in the in-home closing UX (Pylon)
  • You are solo at two jobs a month (OpenSolar)

The fair summary is that SurgePV wins on bundled scope and engineering continuity, and loses on sticker price against OpenSolar, Pylon and Aurora Basic, on Canadian brand tenure, on native financing integrations and on depth of French customisation. Those are real gaps, and they are the kind a platform launched in 2025 closes over time rather than overnight.

How Heaven Green Energy and SurgePV Help Canadian Teams

Heaven Green Energy has delivered more than 10,000 solar installations, and our engineering group builds the software we use ourselves. That is where SurgePV came from: people who had to defend a savings figure to a customer, a lender and an inspector in the same week. Our test for the best solar proposal software in Canada is whether the number stops moving after the customer signs it, and that bias is why simulation quality and plan-set continuity weigh as heavily here as document polish.

Market context worth citing in a commercial proposal comes from the International Energy Agency and IRENA country profiles, both of which are neutral sources a CFO will accept.

Compare Other Markets and Tool Categories

Frequently Asked Questions

What is the best solar proposal software in Canada in 2026?

SurgePV ranks first on our 5-Signal Canadian Proposal Test with 45 of 50, at US$1,299 per user per year on the 5-User Team plan, which is US$6,495 for five seats, roughly C$8,900. It bundles white-label proposals and e-signature with provincial net metering settlement logic, current Greener Homes Loan handling and CSA C22.1 plan-set output in one licence. Solargraf, built in Montreal, scores 39 and is the stronger pick for a Quebec-heavy residential business because its bilingual output is first-class rather than retrofitted.

Does solar proposal software handle provincial net metering differences?

Only some of it does, and this is the question worth asking first. Ontario carries surplus credits for twelve months, Alberta settles micro-generation credits monthly, BC Hydro settles on an annual anniversary and Hydro-Quebec banks kilowatt-hours for up to 24 months. Those four rules produce four different answers for identical hardware. Build the same house in Toronto, Calgary, Vancouver and Montreal during a trial and compare the bill offsets. If they differ only by sunshine, the settlement logic is missing.

Which solar proposal software produces French-language proposals?

Solargraf has the strongest French output because it was built in Montreal and treats both languages as first-class. SurgePV generates a full French customer document with Canadian French number formatting, though custom clauses you write yourself need your own translation. Aurora and OpenSolar offer partial template translation. Pylon, Sunbase and Demand IQ are effectively English-only for customer-facing output. Ask for a generated French proposal during the trial rather than trusting a feature checkbox.

Is the Canada Greener Homes Grant still claimable in a solar proposal?

No. The Canada Greener Homes Grant stopped accepting new applications in 2024. The Canada Greener Homes Loan continues, providing interest-free financing of up to C$40,000 over ten years for eligible retrofits including rooftop solar. That is a cash flow benefit, not a cost reduction, and it should be presented as a monthly payment comparison against the current utility bill. Any template still showing a claimable C$5,000 grant is overstating savings by that amount.

How much does solar proposal software cost in Canada?

These vendors bill in US dollars, so compare in US dollars. OpenSolar’s core platform is free, with API Access and Connectors chargeable from 16 April 2026 at rates it has not published. Pylon charges per project, US$4.00 Standard and US$10.00 Pro. Sunbase starts at US$59 per user per month and does not publish its tiers. Aurora is US$1,620 per user per year on Basic and US$2,640 on Premium. SurgePV is US$1,299 per user per year on a five-seat team, US$6,495 for five seats, and US$1,899 for a single seat. Enact is US$279 a month for two users on annual billing. Solargraf runs US$2,799 to US$12,999 a year by project volume. Several of these undercut SurgePV on sticker price, and the sales-first tools still need a separate design licence on top.

Do I need separate design software as well as proposal software in Canada?

It depends which tool you choose. SurgePV, Aurora and OpenSolar bundle design and proposals in one licence. Solargraf, Enact, Sunbase, Solo, Pylon, Bodhi and Demand IQ are sales or communication layers that assume a design platform exists underneath. Running two licences costs money and, more importantly, costs number consistency, because the proposal figure and the engineered figure are produced by different models that nobody reconciles until installation.

How should a Canadian proposal show winter production?

As a monthly curve with snow loss applied, not as an annual average divided by twelve. Snow typically costs 3 to 8 percent of annual production depending on tilt, ground clearance and location, and December output at 50 degrees north can be a small fraction of June output. Customers who see a realistic monthly curve before signing do not call in January. Customers who see a flat average do, and they tell their neighbours.

What is SurgePV’s biggest weakness for Canadian sales teams?

Brand tenure and financing integrations. SurgePV launched in early 2025, so a Canadian credit union or lender may not recognise the report format, which can add a conversation to an underwriting review. Native integrations with Canadian financing providers are thinner than what Enact or Solargraf offer, so credit applications often still run in a separate portal. French customisation beyond the standard document also requires your own translation work.

Try SurgePV

Stop paying for four tools. Design it all in one.

SurgePV replaces Aurora + HelioScope + PVsyst + a separate proposal tool in a single license. AI 3D roof in under 60 seconds, bankable 8,760-hour simulation, auto-SLD, BOQ, DXF/DWG export and branded proposals.

Free trial, no credit card · $1,299 per user per year on the 5-User Team plan

Disclaimer: SurgePV is our own product. It is built by the Heaven Group, the same company as Heaven Green Energy, so treat this as a recommendation from its maker.

Written by
Dipak Khagad

COO of Heaven Green Energy. Runs installation delivery, quality, and after-sales — the operating engine behind every rooftop, ground-mount, and C&I project Heaven Green ships.

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