A good solar case study template produces one page built from one finished job, where every number traces to a bill or a meter reading and every estimate is labelled as one. That page answers the question a factory owner asks before he calls either installer back, with two roof quotes on his table: "Whose roof have you done like mine, and what happened to their bill?"
Most installers answer with a brochure photo and a sentence like "they save a lot". A buyer who is about to spend lakhs hears: no proof. The usual installer page leads with a percentage, mixes the real bill with what the owner "would have paid", and hides the months it covers. That is weak sales and, because Indian advertising rules cover marketing material in any form, a real risk.
This guide gives you a solar case study template you can fill in from one finished job: six blocks, each as a table. It shows how to measure the before and after bill, record DISCOM and subsidy steps, choose photos and send the page with a proposal. We read the CCPA, ASCI, MNRE, PIB and CEA documents named below on 31 October 2026. This is general information, not legal advice. Every number in the worked example is invented and labelled, and no real customer appears anywhere.
Key takeaway
A solar case study fits on one page with six blocks: customer type, site and constraints, system, before and after bill, timeline with DISCOM steps, and a consented customer quote. Put every figure on one of three shelves, Measured, Worked out or Estimated. We call this the Three-Shelf Numbers rule. Print the period and tariff beside the headline number, and promise nothing.
What a bigger buyer reads on one page
A bigger buyer reads a case study to see how you behave when things get hard. The page works when it answers three quiet questions: was this job like mine, how do you know the result, and what went wrong along the way? The table is our reading of the usual questions by buyer type, not survey data. Use it to pick which job to write up first.
| Buyer you are pitching | What they test first | Block on your page that answers it |
|---|---|---|
| Factory or workshop owner | Daytime load, tariff category, downtime while you install | Customer type, site and constraints, before and after bill |
| School, hospital or trust | Who approves, safety, who maintains it | Timeline with approvals, system block with warranty terms |
| Housing society committee | Common-area meter, group or virtual net metering, a fair split | Timeline and DISCOM steps, customer type |
Leave off logo walls, "best quality" and adjectives about the customer's happiness. One A4 page is enough: a plain fact line and one wide photo at the top, the tables in the middle, the customer's words and a notes line (sources, dates, tariff) at the foot.
Our commercial solar sales script and commercial ROI calculation guide show where a case study sits in a factory conversation.
The Three-Shelf Numbers rule
The Three-Shelf Numbers rule says every figure on the page lives on exactly one shelf and never moves to a higher one. The most common case study mistake is not a lie. It is an estimate dressed as a measurement.
| Shelf | What belongs on it | Proof you keep in the job file | How to label it on the page |
|---|---|---|---|
| 1. Measured | Units on the DISCOM bill, bill amount, dates of each bill, generation meter or inverter energy counter reading, tariff lines printed on the bill | Bill copies or photos, meter photos with date, inverter screenshot | Plain numbers with the period beside them |
| 2. Worked out | Arithmetic on shelf 1 only: difference in billed units, difference in rupees at the bill's own tariff, units per kW per month | A one-line formula for each figure, kept in the file | The word "calculated" and the formula in the notes line |
| 3. Estimated | Anything that says "would have": the bill without solar, payback, 25-year savings, rupees per year, CO2 avoided | The assumption written next to it, and its source | The word "Estimate" in the cell, smaller than shelf 1 and 2 figures, never in the headline |
Four rules follow from the shelves.
- Nothing moves up. A "would have paid" figure does not become measured because it sits next to a real bill.
- The headline comes from shelf 1 or 2. If you cannot headline a number without the word "estimate", it is not your headline.
- Every figure carries its period and tariff. "Billed units fell from 9,600 to 4,300 across the three bills ending June" can be checked. "Bill down by half" cannot.
- Keep estimates few. One or two, labelled, in the lower half of the page.
What most installers get wrong. They put the customer's old bill on the left and the new bill on the right and call the gap the saving. If the customer's usage changed between the two periods, the gap is not what the solar plant did. Shelf 2 and shelf 3 exist to keep that honest, and the worked example below shows a case where usage rose.
Template part 1: customer, site and system
Fill the three tables below from your site survey notes and commissioning file, not from memory. Each row has a rule that keeps the page honest and the customer safe. Replace the square brackets.
Table A. Customer type and consent
| Field | What to write | Rule |
|---|---|---|
| Customer type | [Packaging workshop / school / society / showroom], [rough size, such as 30 staff or 120 flats] | Describe the type, not the identity, unless the customer has agreed in writing to be named |
| Where | [District and state] | Not the street, plot number or industrial estate lane |
| Connection and tariff category | [Commercial / industrial / residential], [DISCOM name], [tariff category name as printed on the bill] | Copy the words from the bill. The tariff category decides whether your result applies to the next buyer |
| Named or anonymised | [Anonymised] or [Named: business name]. Consent form dated [dd/mm] on file | Naming a firm in marketing needs its permission (CCPA para 12(c), ASCI Chapter I, 1.3). No form, no publication |
Table B. Site and constraints
| Field | What to write | Rule |
|---|---|---|
| Roof or ground | [RCC terrace / metal sheet / ground], [area used in square metres] | State area used, not area owned |
| Daytime load and shading | [Working hours, such as 9 am to 6 pm, six days]. [Tanks, parapet, neighbour's building] | A weekday daytime load is why some sites use almost all their output. Name what you planned around |
| The hard part | [One real constraint and how you solved it] | Pick one: a weak slab, a long cable run, a DISCOM query. One honest difficulty is the most believable line on the page |
Table C. System as built
| Field | What to write | Rule |
|---|---|---|
| Capacity | [kWp DC of modules] and [kW AC of inverter] | Give both. A 20 kWp array on a 15 kW inverter is a different product from 20 and 20 |
| Modules | [Make, model, Wp per module, number of modules] | From the delivery challan, not the proposal |
| Inverter, structure, metering | [Make, model, phase], [structure type], [net / gross metering as approved by the DISCOM] | As installed, and the name in the DISCOM approval letter |
| Warranty and service | [Manufacturer warranty terms as written by the manufacturer], [your service commitment, in plain words] | Quote terms, not adjectives. Say "manufacturer's stated" if it is theirs |
| Commissioning date | [dd/mm/yyyy, the date the DISCOM synchronised the system] | The date on the DISCOM paper, not the day you finished wiring |
| Domestic content (residential subsidy jobs only) | [Modules are DCR compliant: yes, certificate on file] | MNRE's July 2025 guidelines make the Domestic Content Requirement a condition of CFA. See DCR |
Most of these fields first get written down during the survey, so see our site survey checklist.
Template part 2: the before and after bill, and how the saving was measured
This block is the one a bigger buyer's accountant will check, so it gets the most care. The method has five steps. Do them in order and keep every bill copy in the job file.
-
1
Choose matching periods
Take the same billing months in two years, such as the three bills ending in June before solar and the three ending in June after. Matching months keeps season roughly equal. Write the bill dates, not just month names.
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2
Copy the bill lines exactly
For each period write units imported, units exported, units billed, tariff and total paid. Do not round to look tidy and do not drop lines that make the result look smaller.
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3
Add generation from a meter
Use the generation meter where your state requires one (MNRE's guidelines list it "if required as per the state regulations"). If there is none, use the inverter's energy counter and write "inverter reading", because it is not a utility meter.
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4
Write down what else changed
A new air conditioner, an extra shift, a tariff revision. If any happened, say so on the page. This line makes the page believable.
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5
Calculate and label
Work out the differences from the measured lines only, and write the formula in the notes. Anything that needs "would have" goes on shelf 3.
Table D. Shelf 1, measured
| Line | Before solar | After solar | Where it comes from |
|---|---|---|---|
| Bills covered (dates) | [dd/mm to dd/mm, three bills] | [dd/mm to dd/mm, three bills] | DISCOM bills, copies on file |
| Units imported from grid | [ ] | [ ] | Bill |
| Units exported to grid | [ ] | [ ] | Bill, net meter reading |
| Units billed | [ ] | [ ] | Bill |
| Solar generation in the period | Not applicable | [ ] units | [Generation meter / inverter reading], date of reading |
| Tariff on the bill | [₹ per unit, category] | [₹ per unit, category] | Bill. If it changed, say so |
| Total paid | [₹] | [₹] | Bill |
Table E. Shelf 2, worked out from shelf 1
| Figure | Formula | Result |
|---|---|---|
| Change in units billed | Billed before minus billed after | [ ] units |
| Change in energy charge | Change in units billed times the tariff per unit on the bill | [₹ ] |
| Total consumption after solar | Units imported plus (generation minus units exported) | [ ] units |
| Generation per kWp per month | Generation divided by kWp divided by number of months | [ ] units |
The last row is a sense check. The one official generation statement we found is from the PIB release of 29 February 2024 on the PM Surya Ghar scheme: a 3 kW system will generate "more than 300 units a month on an average for a household". That is about 100 units per kW per month by our arithmetic. It is a residential average, not a promise for any roof. If your measured figure is far from it, find out why (shading, a tripped inverter, an incomplete reading) before you publish.
Table F. Shelf 3, estimated
| Figure | Assumption written next to it | Label |
|---|---|---|
| Bill without solar for the same usage | [Same units as total consumption after solar, same tariff] | Estimate |
| Payback or lifetime savings (optional) | [Method and inputs]. One quarter of data does not support a payback claim | Estimate, usually leave off |
| CO2 avoided (optional) | [Generation times a named emission factor, with its source and version] | Estimate |
Fast tip. If the tariff changed between your two periods, make the headline about units, not rupees. Units do not move when a tariff does. Show the rupee figure on shelf 2 at each period's own tariff and say that the tariff changed.
Template part 3: the timeline, including DISCOM and subsidy steps
A dated timeline sells to bigger buyers because their risk is delay. It also protects you: a prospect who has seen the DISCOM step take weeks in a real job is less likely to blame you when theirs does. Write real dates, including the waiting.
Table G. Timeline, actual dates
| Step | Date | Days from order | Note |
|---|---|---|---|
| Site visit and bills collected | [dd/mm] | [ ] | Which bills, how many months |
| Proposal sent | [dd/mm] | [ ] | |
| Order and advance received | [dd/mm] | 0 | Day zero for the column |
| DISCOM application filed | [dd/mm] | [ ] | Name the DISCOM. Say whether technical feasibility was needed |
| DISCOM approval or feasibility received | [dd/mm] | [ ] | The waiting days are the honest part |
| Material delivered, installation start and finish | [dd/mm to dd/mm] | [ ] | Include any site delay and its cause |
| Inspection and meter installation by DISCOM | [dd/mm] | [ ] | Which meter: net, bi-directional, generation |
| Commissioning (synchronised) | [dd/mm] | [ ] | Date on the DISCOM paper |
| Subsidy steps (residential and housing society jobs only) | [dates] | [ ] | Portal update with geo-tagged photographs, DISCOM inspection, e-token activated, subsidy credited. Say "not applicable" for a commercial job |
For residential and society jobs under PM Surya Ghar, the steps and wording come from MNRE's guidelines on Central Financial Assistance (July 2025 file). After installation the consumer updates details and uploads geo-tagged photographs on the National Portal. The DISCOM then inspects the system, and "the CFA will be processed only after the DISCOM has physically verified the system and completed the process on the Portal". The CFA is released through an e-token, and the guidelines say it "will be processed within 15 days of approval by the concerned DISCOM". Record your real dates against these steps and do not quote the 15 days as your own promise.
MNRE's text also says applications up to 10 kW are deemed accepted without a technical feasibility approval, once the state or DISCOM puts that into practice. A small rooftop job and a 20 kW commercial job can therefore have different first steps. Write what happened on yours. For the process see our DISCOM approval guide, and for the later steps our commissioning process guide. Terms such as net metering and CFA are defined in the glossary.
A commercial case study will not have a subsidy row. MNRE's guidelines cover residential consumers and group housing societies or RWAs, and a factory is neither. Do not invent one to match a residential page.
Photos to take, and the customer quote with consent
Take photos at three stages. A before and after pair tells a bigger buyer more than three views of a finished array, and you cannot get the "before" shot later.
| Stage | Shot | Keep out of the frame |
|---|---|---|
| Before | Wide shot of the roof, shaded areas, the meter board, the main distribution panel | Consumer number, meter serial and name board unless covered |
| During | Structure and fasteners, cable routing, earthing pit, labelled strings, DC and AC isolators | Faces of workers who have not agreed |
| After | Array from a steady ground position, inverter display with the energy total, the net meter display, the generation meter if there is one | Neighbours' windows and number plates |
| With people | Your team in safety gear, and the customer only if they agreed | Anyone under 18 |
Two habits help. Strip the location data from the copies you publish and keep the geo-tagged originals in the job file, since the PM Surya Ghar portal asks for geo-tagged photographs. And never edit a bill or meter photo: crop it and cover the consumer number.
A bill image carries a name, address and consumer number, which are personal data. The DPDP Rules, 2025 were announced in a PIB release of 14 November 2025, which says they require "standalone, clear and simple consent notices" explaining the specific purpose, with an 18-month phased timeline. Our DPDP Act glossary entry explains the terms. Ask permission for each use, and show bill figures in a table unless the customer ticks the image box.
The quote. One or two sentences in the customer's words, ideally about the process: what was clear, what was slow, what they would tell another owner. Do not ask "how much did you save?" and do not edit the answer. The ask routine, consent form, WhatsApp messages and video script are in our guide to solar customer testimonials and Google reviews. A case study needs a short addendum on top, because bill figures and premises photos are extra uses.
Table H. Case study consent addendum (tick what the customer allows)
| Use | Allowed? | Notes |
|---|---|---|
| Business name and town on the case study | [ ] Yes [ ] No | If No, publish as anonymised |
| Bill figures in a table | [ ] Yes [ ] No | Units and amounts, no consumer number |
| Image of a bill or meter | [ ] Yes [ ] No | Cropped, consumer number covered |
| Photos of premises, and quote in exact words | [ ] Yes [ ] No | Which areas are off limits. Signed copy of the words on file |
| Where it may appear | [ ] Sent with proposals [ ] Website [ ] Video [ ] Paid ads | Paid advertising gets its own tick |
| Until when, and how to withdraw | [date] | Name and phone of the person to call |
If you plan to turn the case study into a video, see our YouTube guide for solar installers. If you plan to host it on a page, see what a solar installer's website needs.
A worked example, filled in (illustrative)
Below is the template filled in with invented numbers for an imaginary 20 kWp job. No such customer exists, the tariff is invented, and nothing here is a benchmark for any real site. We also did not invent a customer quote: a made-up testimonial is exactly the thing the advertising rules prohibit, so that box shows what goes there instead.
| Block | Filled in |
|---|---|
| Customer type | A small packaging workshop, about 30 staff, one shift, six days a week. Anonymised. |
| Where and tariff | [District, State]. Commercial tariff, DISCOM name as printed on the bill. Illustrative energy charge: ₹8.00 per unit. Fixed and demand charges are unchanged by solar, so they are left out of this comparison. |
| Site and the hard part | RCC terrace, about 140 square metres used. Two water tanks on the south side. Hard part: a long cable run to the main panel, solved by moving the inverter to the second floor landing. |
| System | 19.98 kWp DC (36 modules of 555 Wp), 20 kW AC three-phase inverter, net metering as approved by the DISCOM. Commissioned [date]. |
| Timeline (invented) | Day 0 order. Day 5 application filed. Day 33 feasibility received (28 days waiting). Day 41 to 44 installation. Day 47 DISCOM inspection and meter. Day 52 commissioned. Subsidy: not applicable, commercial customer. |
Shelf 1, measured (invented figures)
| Line | Before solar | After solar | Source |
|---|---|---|---|
| Bills covered | Three bills, April to June, year before solar | Three bills, April to June, year after | DISCOM bills on file |
| Units imported | 9,600 | 4,300 | Bill |
| Units exported | 0 | 0 | Bill |
| Units billed | 9,600 | 4,300 | Bill |
| Solar generation | Not applicable | 5,700 | Generation meter, read on [date] |
| Energy charge at ₹8.00 per unit | ₹76,800 | ₹34,400 | Bill lines |
Shelf 2, worked out
| Figure | Calculation | Result |
|---|---|---|
| Change in units billed | 9,600 minus 4,300 | 5,300 units fewer over the three bills |
| Change in energy charge | 5,300 times ₹8.00, or 76,800 minus 34,400 | ₹42,400 lower over the three bills, at the same tariff |
| Total consumption after solar | 4,300 imported plus 5,700 generated and used on site | 10,000 units, which is 400 more than before |
| Generation per kWp per month | 5,700 divided by 19.98 divided by 3 | About 95 units. The PIB average for a 3 kW home is about 100 |
Shelf 3, estimated
| Figure | Assumption | Result |
|---|---|---|
| Bill without solar, same usage | 10,000 units at ₹8.00, no solar | Estimate: ₹80,000, so ₹45,600 above the actual ₹34,400 |
| CO2 avoided | 5.7 MWh times 0.675 tCO2/MWh, the CEA average factor for FY 2025-26 | Estimate: about 3.85 tonnes. CEA's combined margin factor of 0.705 in the same document gives 4.02 tonnes |
Customer quote. [Exact words from the customer, 1 or 2 sentences, from the signed addendum. Shown only if the customer ticked Yes.]
Notes line printed at the foot of the page: "Measured from three DISCOM bills ending June in each of two years; generation from the generation meter. Tariff ₹8.00 per unit (illustrative). One quarter only. Results differ by roof, load and season."
5,300units
Fewer units billed
Illustrative. Three bills, April to June, before against after
₹42,400
Lower energy charge
Illustrative. Calculated at ₹8.00 per unit, same tariff both periods
95units/kWp/month
Generation, measured
Illustrative. PIB average reference is about 100 for a 3 kW home
Look at what the page leaves out: no percentage in the headline, no yearly figure, no payback, no green adjectives. It also shows that usage rose by 400 units, so the plain bill gap understates what the plant produced. A number going the wrong way makes a page more believable. The headline would be: "Billed units fell from 9,600 to 4,300 across three bills ending June, against the same three bills a year earlier. Tariff ₹8.00 per unit (illustrative)."
Honest-number rules, and what the Indian rules say
The test for every line is whether you could hand over the file that proves it. Here is the list, with the rule behind each row.
| Do not write | Write instead | Rule behind it |
|---|---|---|
| "Bill cut by 80%", with no period | Units billed before and after, with the bill dates | CCPA 2022 para 12(a): claims must be capable of substantiation. ASCI Chapter I, 1.1 says the same |
| "Saves up to ₹X a year" | The measured saving for the period you measured, no yearly figure | The CCPA guidelines warn against "from as low as" style expressions (para 12(e)(i)). A "saves up to" line has the same flaw, which is our reading |
| "3x savings", any "x times" claim, or a promised saving for the next customer | The two measured figures side by side, and "results differ by roof, load and season" | A multiple hides the base period and tariff, and CCPA para 4(1)(b) bars exaggerating performance. One roof is evidence about that roof, not a promise for another |
| "Zero electricity bill" | The actual total paid, including fixed charges | Fixed charges stay on most bills. CCPA para 12(d) bars misleading by omission |
| "Payback in 3 years" | Nothing, or a labelled estimate with its inputs | Shelf 3 only. See our payback period guide |
| "Eco-friendly", "clean", "green" with nothing behind it | "5,700 units generated in the period" | CCPA greenwashing guidelines 2024, para 5(a) and 5(c): generic terms need qualifiers and verifiable evidence |
| A CO2 figure with no method | Generation, the emission factor, its source and version | CCPA greenwashing para 6(2): do not pick only the favourable data. ASCI green claims guideline 2: the basis of a comparison must be clear |
| A named customer, or a logo, with no permission | Anonymised text, or the signed addendum on file | CCPA para 12(c), ASCI Chapter I, 1.3 |
| A quote tidied up or invented | The exact words, or no quote | CCPA para 13(1): an endorsement must reflect the genuine, reasonably current opinion. ASCI lists fabricated testimonials as prohibited |
Three more points.
Put the period and tariff next to the number. CCPA para 11 says a disclaimer shall not "contradict the material claim" or "hide material information", and its font shall be the same as the claim's (para 11(2)(b)). Do not print "₹42,400" in 28 point and the period in 7 point. The ASCI environmental guideline adds that absolute green claims "cannot be diluted" by a disclaimer or QR code.
Date your sources. ASCI Chapter I, 1.2 asks that a claim "expressly stated to be based on, or supported by independent research or assessment" show its source and date. A DISCOM bill is not independent research, but copy the habit: name the bill dates, the meter and the emission factor version.
Treat it as advertising. The CCPA guidelines apply to "all advertisements regardless of form, format or medium" (para 3), so we treat a case study sent to win work as one. The sources are the CCPA's Guidelines for Prevention of Misleading Advertisements and Endorsements for Misleading Advertisements, 9 June 2022, its Guidelines on Greenwashing or Misleading Environmental Claims, 2024 (issued 15 October 2024) and the ASCI Code, October 2026 edition. Rules change, so check the current versions before you rely on a clause.
For the CO2 line, the CEA CO2 Baseline Database, User Guide Version 22.0 (August 2026) gives 0.675 tCO2/MWh (weighted average) and 0.705 (combined margin) for FY 2025-26, among others. They serve different purposes, so name the one you quote.
How to attach the case study to a proposal
The safest method is to send the case study as its own one-page PDF next to the proposal. Your proposal template can carry your logo, items, product photos and terms and conditions, and the PM Surya Ghar subsidy can be applied in it. We do not claim the proposal can embed a case study page, so we do not build a method on it.
Separate PDF beside the proposal
- ✓Pick the case study that matches this prospect (same size band, same tariff category, same DISCOM)
- ✓Update or replace a case study without touching your proposal template
- ✓Each file has one job, which is easier to read on a phone
Watch for
- ✗A second file can go unopened
- ✗You must remember which case study went to which prospect
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1
Match, do not blast
Choose the case study closest to this prospect's load, tariff category and DISCOM. A wrong-fit case study is worse than none.
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2
Keep one look
Use the same logo, fonts and colours as your proposal, and name the file plainly, such as "Case study 20 kWp workshop".
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3
Send it second
Send the proposal PDF first on WhatsApp, then the case study with a short covering message. Save that message as a template so every rep says the same thing. Our guide to sending a proposal on WhatsApp covers the cover message.
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4
Draw a line between the two documents
Say in the message, and in the proposal's terms and conditions, that the case study is a measured result on another site and the proposal's figures for this customer are estimates.
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5
Log it
Record on the lead that this case study was sent, and the date, so the next follow-up can refer to it by name.
Never paste the case study's saving into the new customer's savings table. Our guides to solar proposal best practices and to personalising a solar proposal cover how to size and present the prospect's own numbers, which is a separate job from showing a past job's result.
How QuickEstimate fits
A case study works best in front of the buyer at the same moment as your quote. QuickEstimate helps with the quote side of that pair.
- Proposal Generator: build proposals from templates with your logo, items, product photos and terms and conditions, with the PM Surya Ghar subsidy applied in the proposal, and share the PDF on WhatsApp.
- Book a demo: see how the proposal and its covering message are set up before you decide where the case study PDF goes beside it.
QuickEstimate does not produce the case study, and we do not claim a way to attach one inside the proposal. Make the one-page PDF from the tables above and send it second.
Build your first case study this week
You need one finished job and a few hours.
- Pick the job. Choose the commissioned job with the cleanest paperwork and the most useful constraint, ideally for the kind of buyer you want next. Check that you have at least three bills after commissioning for the same months a year earlier.
- Fill tables A to H and write the notes line. Put every figure on a shelf. Leave estimates off unless you have an assumption to print beside them.
- Get the addendum signed before you publish. Then send the finished PDF with the next commercial proposal, second, and log that you did.
Frequently asked questions
What is a solar case study template?
A solar case study template is a fill-in page that turns one finished installation into evidence for the next buyer. It has fixed blocks: customer type, site and constraints, system, before and after bill with how it was measured, timeline including DISCOM steps, photos, and a consented customer quote. Fixed blocks keep every case study comparable and stop you leaving out the awkward parts.
Can I publish a case study without naming the customer?
Yes, and it is the safer default. Describe the customer type and the district, not the business or street. Naming a firm in your marketing needs its permission under CCPA para 12(c) and ASCI Chapter I, 1.3, so get it in writing before you add a name or logo.
Can I show the customer's electricity bill?
Only with the customer's permission for that use. A bill carries a name, address and consumer number, which are personal data. Show units and amounts in a table, or crop the image and cover the consumer number, and never edit the figures.
How many months of data do I need before I publish?
No official figure exists, so this is our rule. Use at least one comparison of matching billing periods before and after, and print the period. For any yearly figure, wait for a full year, because one quarter can sit above or below the annual average.
Can I claim payback or lifetime savings from one case study?
No. Payback and lifetime savings are estimates that depend on assumptions, and one quarter of data does not support them. If you include one, put it on the estimated shelf, print the inputs, and keep it out of the headline.
Can I include CO2 avoided?
You may, as an estimate with its method shown: the generation, the emission factor, its source and its version. The CEA's CO2 Baseline Database for FY 2025-26 lists different factors, such as 0.675 and 0.705 tCO2/MWh, so name the one you used. Avoid words like green or eco-friendly without evidence.
Can I use the same case study for every proposal?
Use it for prospects who match it. A 20 kWp workshop result says little to a home owner or a hospital. Keep two or three case studies by customer type, send the closest one, and add a line that results differ by roof, load and season.
Can QuickEstimate attach a case study inside my proposal?
We do not claim that. Proposal templates in QuickEstimate carry your logo, items, product photos and terms and conditions, and the PDF can be shared on WhatsApp. Send the case study as a separate PDF alongside it.
Want to put this into practice?
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