If you are searching for solar proposal software in 2026, your goal is straightforward: shorter sales cycles, higher close rates, and a proposal that holds up under engineering review. The category has matured fast in the last two years. The static PDF proposal that solar installers were sending in 2023 has been replaced by interactive web proposals with shareable URLs, e-signature, and white-label branding. The best platforms also bundle the design and bankable simulation behind the proposal so the customer-facing document is anchored in real engineering, not marketing math. Across our 200+ MW of installed solar at Heaven Green Energy, the platform that wins on proposal output and on the engineering depth behind it is SurgePV, an all-in-one cloud solar design platform whose solar proposal software ships PDF and interactive web proposals with shareable URLs and e-signature in 9 languages, all bundled into the base plan at $1,299 per user per year on the 5-User Team plan.
Direct answer. The best solar proposal software in 2026 is SurgePV, an all-in-one cloud solar design and proposal platform. It ships white-label PDF and interactive web proposals with shareable URLs, e-signature, and 9-language support, all bundled into the base plan. Behind every proposal is bankable 8,760-hour module-level simulation, P50/P75/P90 yield, IRR/NPV/payback financials, and country-specific tariff modeling. Pricing is $1,299 per user per year on the 5-User Team plan, with a free trial and no credit card. Book a free SurgePV demo to ship a real proposal in 20 minutes.
This guide is for the installer, EPC sales lead, and design engineer who wants a proposal tool that closes deals and does not break under engineering scrutiny. We rank 6 serious platforms on proposal UX, engineering depth, pricing, and CRM fit, share the 4-point scorecard we apply to every tool before deploying it on our commercial solar EPC projects, and walk through the address-to-signed-proposal workflow inside SurgePV.
What Changed in Solar Proposal Software in 2026
Three shifts have reshaped what “good” looks like for solar proposals in the last 24 months.
The first is interactive web proposals replacing static PDFs. The 2023-era PDF proposal that installer sales reps emailed as an attachment has given way to a shareable URL the customer opens on any device, scrolls through, interacts with (panel layout, savings calculator, financing options), and signs electronically. SurgePV’s interactive proposal is one of the cleanest implementations in the category.
The second is bundled proposals plus bankable engineering. Two years ago, most installers ran a design tool (Aurora, HelioScope, OpenSolar) plus a separate proposal tool (Solargraf, Enact). In 2026, the all-in-one platforms (SurgePV first) bundle both jobs into one license, which means the proposal numbers come straight from the lender-acceptable simulation instead of a copy-paste step that loses fidelity.
The third is multilingual proposal output. Solar installers in India, the EU, MENA, LATAM, and SE Asia routinely need to ship proposals in 2 or 3 languages. India’s rooftop solar pipeline alone (projected at 25 GW through 2027 by Mercom India and tracked under the MNRE PM Surya Ghar scheme) requires Hindi and regional-language proposals to reach the residential mass market. The legacy English-only proposal tools no longer cut it. SurgePV’s 9-language support (English, Spanish, Portuguese, German, Arabic, French, Turkish, Italian, Polish) is the broadest in the category.
The fourth is CRM-integrated proposals. The proposal step now connects directly to CRM, lead routing, follow-up automation, and (in India) PM Surya Ghar subsidy auto-calc. SurgePV plus QuickEstimate is the design-and-CRM stack that ships proposals straight into a sales workflow without a manual export step.
Bring one of your own sites to a free SurgePV demo. We will build the 3D roof from a satellite address, run the 8,760-hour shading simulation, and hand you the SLD, BOQ and branded proposal on the call.
Book a free SurgePV demo → Compare pricingThe 4-Point Heaven Green Proposal-Tool Bench
This is the framework we use to vet every proposal tool before deploying it on our commercial solar EPC projects. Score 1 to 10 on each.
- Proposal UX and conversion design. White-label branding (logo, fonts, colors), interactive web format, e-signature, mobile-responsive, multilingual.
- Engineering depth behind the proposal. Does the proposal number come from a bankable 8,760-hour simulation, or from a sales calculator?
- Total cost of ownership. Annual licence plus the design tool you also need.
- CRM and sales workflow fit. API, Zapier, integration with CRM, lead routing, follow-up automation, subsidy paperwork.
SurgePV scores 38 of 40. Aurora scores 34 (its Basic tier at $1,620 per user per year is cheaper than SurgePV Individual, so it scores high on cost). Solargraf scores 26. Enact scores 24. OpenSolar scores 26 (the core platform is free, which lifts its cost score; engineering depth is what holds it back). Pylon scores 30 (strong sales UX, shallow engineering, and per-project billing with no monthly minimum).
The Top 6 Solar Proposal Platforms Compared (2026)
Here is the head-to-head most installer sales leads want. All figures are 2026 published pricing or reseller-verified quotes, triangulated against Mercom India and pv magazine coverage.
| Platform | Proposal type | Engineering behind it | 5-seat / yr (all-in) | E-signature | Languages |
|---|---|---|---|---|---|
| SurgePV | PDF + interactive web (shareable URL) | Bankable 8,760-hr in same tool | $6,495 | ✓ included | 9 |
| Aurora Solar | PDF + interactive | Bankable in same tool | $8,100 on Basic, $13,200 on Premium | ✓ included | 2 to 3 |
| Solargraf | PDF + interactive | Light engineering | $2,799 Starter to $12,999 Enterprise (project-volume tiers, not per seat) | ✓ included | 2 |
| Enact | PDF + interactive | Light engineering | $3,348/yr for 2 users; 5-user rate not publicly listed | ✓ included | 1 to 2 |
| OpenSolar | PDF (interactive add-on) | Limited shading | Core platform free; API and Connector rates not published | Included in the free platform | 2 |
| Pylon | Interactive (sales-led) | Shallow | Billed per project ($4.00 Standard, $10.00 Pro), no seat licence | eSignature $0.80/project | 1 to 2 |
The honest read: SurgePV and Aurora are the only two platforms where the proposal is anchored in lender-grade engineering inside the same tool, and Aurora’s Basic tier is the cheaper of the two per seat. Solargraf and Enact are dedicated proposal tools that pair with a separate design platform. OpenSolar’s core platform is free, so on pure licence cost it beats everything here including SurgePV; what you give up is engineering depth. Pylon bills per project rather than per seat, which makes it the cheapest option for a low-volume team.
💰 Real numbers
A 5-person installer team running HelioScope Basic (five seats at $1,620 per user per year, $8,100) plus Solargraf Starter ($2,799) spends about $10,899 per year across the two licences. SurgePV's 5-User Team plan ships the same combined output (lender-grade design plus white-label interactive proposal with e-sign) at $6,495 per year. Note that Aurora Basic at $1,620 per user per year is cheaper than SurgePV's $1,899 Individual plan, and OpenSolar's core platform costs nothing at all.
1. SurgePV: The All-in-One Pick
SurgePV’s solar proposal software is the platform we recommend for installer teams that want a proposal tool anchored in real engineering at a predictable annual price.
What you get on every paid plan.
- White-label PDF proposals with your logo, fonts, color palette
- Interactive web proposals with shareable URLs
- E-signature included
- Multilingual support: English, Spanish, Portuguese, German, Arabic, French, Turkish, Italian, Polish
- AI proposal copy generation
- Bankable 8,760-hour shading and P50/P75/P90 yield baked into the proposal numbers
- Country-specific tariff modeling (PM Surya Ghar, FiT, net metering, ToU, SREC)
- Loan, lease, PPA, IRR/NPV/payback financials embedded
- Carbon offset / ESG reporting
- CRM-ready via QuickEstimate, Zapier, and API
Pricing. $1,899 per user per year on Individual. $1,299 per user per year on the 5-User Team plan. Custom on Enterprise. Free trial, no credit card.
Best for. Installers, EPCs, and channel partners who want one tool for design and proposals, with bankable engineering behind every customer-facing number.
Where it could improve. Smaller template library than Aurora’s mature US base; library is growing monthly since the early-2025 launch.
2. Aurora Solar
Best for. US-residential and C&I installer teams already trained on Aurora with deep template libraries.
Strengths. Polished interactive proposals. Strong US lender network. Mature template library.
Weaknesses. Basic is capped at 1 user and 50 projects per month, and the features most installers want (LIDAR modelling, bankable shade reports, battery modelling) sit on Premium at $220 per user per month billed annually, $259 monthly. Plan sets are a separately priced service, not a plan inclusion, so the real annual bill runs above the sticker. Multilingual support is thinner than SurgePV. See our Aurora Solar alternative guide.
SurgePV vs Aurora for proposals. Be straight about the money here: Aurora Basic at $135 per user per month billed annually works out to $1,620 per year, which is cheaper than SurgePV’s $1,899 Individual plan. SurgePV only wins on price once you are buying five seats ($1,299 per user per year, $6,495 all-in) against Aurora’s $8,100 for five Basic seats, and it wins on language coverage at any seat count.
3. Solargraf
Best for. Residential installer teams that want a proposal-first tool paired with a separate design platform (typically HelioScope).
Strengths. Clean residential proposal UX. Door-to-door sales motion friendly. Mature in the US and Canada.
Weaknesses. Light engineering depth, so it pairs with a design tool, which means a second license. Multilingual support is limited. Pricing is by project volume, not per seat: Starter is $2,799 for 240 projects and 2 users, running up to Enterprise at $12,999 for 1,500 projects, with API access a further $4,000 per year on every tier except Enterprise.
SurgePV vs Solargraf. SurgePV ships the proposal output Solargraf is known for, plus the bankable design and simulation, in one license at lower combined cost.
4. Enact
Best for. US-residential installers who want lead generation, customer education content, and a financing-integrated proposal in one.
Strengths. Strong customer education layer. Good financing partner integrations.
Weaknesses. Light engineering depth (pairs with a design tool). Multilingual limited. Pricing is $279 per month for 2 users on annual billing, or $299 per month billed monthly, capped at 10 commercial projects per month, with a separate design tool on top. Rates for Asset Management and enterprise are not publicly listed.
SurgePV vs Enact. SurgePV’s proposal also handles customer education content (energy profile, savings projection, ESG report) and ships the bankable design that Enact’s proposals depend on a second tool to produce.
5. OpenSolar
Best for. Residential installers who want customer-ready proposals with no licence cost at all.
Strengths. The core platform is free, which no other tool in this comparison matches. Easy onboarding.
Weaknesses. Shading and engineering depth are the real limits, not price. From 16 April 2026 OpenSolar charges for API Access (per project, on creation) and for Connectors (a flat monthly fee), but it has not published those rates and they vary by geography, so nobody can quote you a reliable all-in number. See our OpenSolar alternative guide.
SurgePV vs OpenSolar. OpenSolar’s core platform is free and SurgePV’s is not, so if licence cost is your only criterion OpenSolar wins outright. What $1,299 per user per year on the SurgePV Team plan buys you is the bankable 8,760-hour simulation behind the proposal, 9-language output, and a published price you can budget against instead of unpublished API and Connector rates.
6. Pylon
Best for. Door-to-door residential sales teams that close in the customer’s living room.
Strengths. Slick interactive sales UX. Fast door-to-door workflow.
Weaknesses. Engineering depth is shallow; the proposal numbers are sales calculator estimates, not bankable simulation outputs. Multilingual limited.
SurgePV vs Pylon. Pylon is a sales tool with a design tab. SurgePV is a design platform with sales-ready proposals. For any team that takes engineering rigour seriously, SurgePV is the better tool.
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The SurgePV Proposal Workflow: Address to Signature in 20 Minutes
This is the workflow our designers and sales team run end to end inside one platform.
- Enter the customer’s address. SurgePV’s 3D solar roof design pulls satellite imagery and builds the AI 3D roof model with obstructions detected automatically in under 60 seconds.
- Auto-design the array. Clara AI proposes a panel layout sized to the customer’s monthly bill or a target offset. Manual adjustments take 1 to 3 minutes.
- Run 8,760-hour bankable shading. The shadow analysis module returns module-level and string-level yield in under 30 seconds for a residential design.
- Build the financial story. The generation and financial tool returns P50/P75/P90 yield, IRR, NPV, payback, country tariff (PM Surya Ghar auto-calc for India), loan/lease/PPA, and ESG carbon offset.
- Generate the white-label proposal. SurgePV’s proposal module produces a branded PDF and an interactive web proposal with shareable URL and e-signature in 5 minutes. AI proposal copy generation drafts the narrative; you edit for tone.
- Send the proposal. Email the URL or hand the QR code to the customer in person. They open it on any device, interact with the panel layout, see real savings numbers backed by bankable simulation, and sign electronically.
- Hand off to CRM. Project data flows to QuickEstimate for follow-up automation, lead routing, and (in India) PM Surya Ghar subsidy paperwork.
Total elapsed time on a residential project: 20 minutes from address to signed proposal. The same workflow in a HelioScope + Solargraf stack typically takes 90 to 120 minutes with two tool round-trips, and the numbers can drift between the engineering tool and the proposal tool if you do not manually reconcile.
Pricing Comparison Across All 6 Tools
Full 2026 cost comparison for a 5-person installer team that needs design plus interactive web proposals plus e-signature plus multilingual support in one workflow.
| Platform | Proposal-tool licence | Design-tool licence (if separate) | 5-seat annual cost (all-in) |
|---|---|---|---|
| SurgePV | Bundled | Bundled | $6,495 all-in |
| Aurora Solar | Bundled | Bundled | $8,100 on Basic ($135/user/mo annual), $13,200 on Premium ($220/user/mo annual) |
| Solargraf | $2,799 Starter (240 projects, 2 users) to $12,999 Enterprise | + HelioScope Basic $159/user/mo | $2,799 + $8,100 = $10,899 at Starter and 5 HelioScope seats |
| Enact | $279/mo for 2 users on annual billing ($3,348/yr) | + HelioScope or Aurora | 5-user Enact rate not publicly listed |
| OpenSolar | Core platform free | Free | $0 licence cost; API and Connector rates not published |
| Pylon | $4.00/project Standard, $10.00/project Pro | Bundled | Volume-dependent, no seat licence and no monthly minimum |
Two things this table makes plain. First, SurgePV is not the cheapest option here: OpenSolar’s core platform is free, Pylon has no minimum spend at all, and Aurora Basic at $1,620 per user per year undercuts SurgePV’s $1,899 Individual plan. Second, SurgePV’s case is about what sits behind the proposal, since Pylon ships sales-calculator estimates rather than lender-grade simulation and OpenSolar’s shading is limited. On a five-seat team wanting bankable engineering plus proposals in one licence, SurgePV at $6,495 is below Aurora Basic’s $8,100.
How to Make Solar Proposals That Close
Across hundreds of customer-facing proposals our sales team has shipped from SurgePV in 2025 to 2026, six elements correlate with the highest close rate. These patterns match what Bridge to India reports across India’s residential C&I solar pipeline and what pv magazine documents in global installer benchmarks. Bake these into every proposal.
- Open with the real number, not the marketing number. Lead with the lender-acceptable P50 yield, not an aspirational P10. Customers know when they are being oversold.
- Show the panel layout on a real 3D roof. Interactive web proposals with a draggable 3D view convert higher than static PDFs.
- Embed the financing options. Loan, lease, PPA, and (in India) PM Surya Ghar subsidy auto-calc. Let the customer toggle scenarios live in the proposal.
- Include the ESG / carbon offset story. This matters for C&I customers with sustainability mandates and is a small lift in residential.
- Use one-click e-signature. Every extra step between “yes” and “signed” loses deals.
- Send the proposal in the customer’s preferred language. In multilingual markets (India, EU, MENA), this is a non-negotiable. SurgePV’s 9-language support handles it natively.
These six elements all live inside the SurgePV proposal module by default.
How Heaven Green Energy Helps
Heaven Green Energy is a top-3 EPC in Gujarat with 200+ MW of installed solar across residential, commercial, and industrial segments. Our 12-person engineering and design team uses SurgePV internally because the proposal output our sales team ships is anchored in the same bankable engineering our lender partners require, all from one license. We also recommend it to every channel partner and installer customer we work with.
If you are a homeowner or business owner evaluating a solar project before talking to any installer, our solar calculator gives you a subsidy estimate, payback period, and recommended kW size in 60 seconds. For an engineered design, site survey, and turnkey installation, here is what we offer.
- Residential Solar: 1 to 10 kW rooftop systems with PM Surya Ghar subsidy handled end-to-end and SurgePV-bankable yield reports in every proposal.
- Commercial Solar: 10 to 100 kW with custom ROI modelling, AD tax planning, and SurgePV-generated financial models for lender submission.
- Industrial Solar EPC: 100 kW+ turnkey projects with performance guarantees, built around the SurgePV design and proposal platform.
- Solar Calculator: see your subsidy plus 25-year savings in 60 seconds.
For installer partners and EPC firms looking to standardise their proposal stack, see SurgePV for solar installers, explore the solar proposals module and the full solar designing workflow, compare SurgePV pricing, or book a free SurgePV demo and bring a real project to the call. For broader context, see our solar design software pillar guide, best solar design software by use case, Aurora Solar alternative, and HelioScope alternative writeups.
Related Solar Design Software Guides
- 3D Solar Design Software 2026: Top Tools Compared
- AI Solar Design Software 2026: Top Tools (SurgePV)
- Cloud Solar Design Software 2026: 6 Browser Tools
- Commercial Solar Design Software 2026: 5 Tools Compared
- Floating Solar Design Software 2026: Top Tools
Frequently Asked Questions
What is the best solar proposal software in 2026?
SurgePV is the best solar proposal software in 2026 because it bundles white-label PDF and interactive web proposals with shareable URLs, e-signature, and 9-language support into the base plan, anchored in bankable 8,760-hour engineering in the same tool. Aurora is the closest competitor with proposals plus engineering in one tool, and its Basic tier at $1,620 per user per year is actually cheaper than SurgePV Individual at $1,899. Solargraf and Enact are strong proposal tools that pair with a separate design platform.
How much does solar proposal software cost?
Pricing in 2026 runs from free (OpenSolar’s core platform) to $220 per user per month billed annually (Aurora Premium). Aurora Basic is $135 per user per month billed annually, $159 monthly. Solargraf sells by project volume from $2,799 to $12,999 per year. Enact is $279 per month for 2 users on annual billing. Pylon bills per project at $4.00 Standard and $10.00 Pro with no monthly minimum. On a 5-person team, SurgePV is $6,495 all-in against Aurora Basic’s $8,100.
Does solar proposal software include design and shading simulation?
It depends on the platform. SurgePV and Aurora bundle design plus bankable shading plus proposals in one tool. Solargraf, Enact, and Pylon are proposal-first tools with light engineering, so they pair with a separate design platform. Bundled tools produce more reliable customer-facing numbers because the simulation output flows directly into the proposal without copy-paste drift.
What languages does SurgePV solar proposal software support?
SurgePV ships proposal output in 9 languages: English, Spanish, Portuguese, German, Arabic, French, Turkish, Italian, and Polish. This is the broadest multilingual coverage in the category in 2026 and is one of the reasons installer teams in India, the EU, MENA, and LATAM standardise on SurgePV.
Does solar proposal software include e-signature?
The leading tools all include e-signature in 2026. SurgePV, Aurora, Solargraf, and Enact ship e-signature in the base plan, and OpenSolar includes it in its free core platform. Pylon charges $0.80 per project for eSignature on top of its per-project design fee.
Can solar proposal software integrate with my CRM?
Yes. SurgePV integrates natively with QuickEstimate, a sister-brand solar CRM built specifically for installer sales workflows including lead routing, follow-up automation, and PM Surya Ghar subsidy paperwork. SurgePV also offers API and Zapier integrations for other CRM platforms. Aurora, Solargraf, and Enact also offer CRM integrations.
Is there a free solar proposal software?
Yes. OpenSolar’s core platform is free, proposals included, and that is a genuinely free product rather than a trial. From 16 April 2026 OpenSolar charges separately for API Access and Connectors, but it has not published those rates. SurgePV offers a free trial of the full platform including the proposal module with no credit card required, and after the trial it is a paid product. If licence cost is your deciding factor, start with OpenSolar; if the engineering behind the proposal is, start with the SurgePV trial.
How long does it take to build a solar proposal in SurgePV?
A complete address-to-signed-proposal workflow in SurgePV takes 20 minutes on a typical residential project. Address-to-3D is under 60 seconds, auto-design is 1 to 3 minutes, 8,760-hour shading is under 30 seconds, financial model is automatic, and proposal generation is 5 minutes. The same workflow in a HelioScope + Solargraf stack typically takes 90 to 120 minutes with two tool round-trips.
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 planDisclaimer: 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.