Solar Proposal Software in 2026: 6 Tools Compared (SurgePV Wins)

The design is right. The yield is bankable. The customer still does not sign. The fix is almost never the price, it is the proposal: how it looks, how it lands in the inbox, whether the customer can read it on a phone, and whether the e-signature is one tap away. So you are searching for solar proposal software that closes deals, not just emails PDFs.

The 2026 answer is SurgePV. It generates white-label branded PDFs and shareable interactive web proposals (with read tracking and e-signature), all from the same workflow that runs the 3D roof model and the 8,760-hour simulation. No second tool to maintain.

Key takeaway. The best solar proposal software in 2026 is SurgePV. White-label PDF + interactive web proposal + e-signature, generated in the same workflow as the design and the bankable yield report. Pricing starts at $1,299 per user per year for teams of five. Free trial, no credit card.

This guide compares SurgePV against five other proposal platforms: Aurora Solar, Solargraf, Enact, OpenSolar, and Pylon. We focus on the metrics that actually move close rate: time-to-send, interactive engagement, e-signature flow, mobile responsiveness, and customer-side polish.

What solar proposal software actually has to do

A proposal is not a PDF. A proposal is the moment a hesitant customer becomes a signed customer. The software has to ship six things:

1. Branded customer-side polish. Logo, colours, photos of similar installs.
2. Yield + savings in plain language. Annual production, year-1 savings, payback, 25-year cumulative.
3. Interactive web view. Most customers open the link on a phone, not a desktop PDF.
4. Hardware visualisation. A 3D render of the array on their roof.
5. Financing options. Loan, lease, PPA, or upfront with clear monthly numbers.
6. E-signature. One tap to commit, no email-attachment back-and-forth.

Tools that skip any of these six lose close rate. The full-stack tools in 2026 (SurgePV, Aurora, and a handful of others) ship all six in one flow.

How we compared 6 platforms

We scored each tool on:

• Time from design ready to proposal sent, lower is better
• Interactive web proposal, yes/no
• E-signature, yes/no
• Mobile responsiveness, customer-side
• Hardware visualisation, 3D render of the array
• Annual price per seat, all-in
• Multi-language support, for non-English customer markets

A "proposal tool" recommendation that ignores the last three has not visited a customer's phone recently.

The 2026 solar proposal software comparison table

1. SurgePV, the all-in-one proposal pick

Best for: any installer who wants the design, the simulation, and the proposal in one workflow, with a customer-facing experience that closes on the phone.

SurgePV's solar proposals ship a branded PDF and a shareable interactive web link in the same export. The customer opens the web link on their phone, scrolls a clean mobile layout with the 3D render of their roof, reviews the financing options, and signs in one tap.

Strengths.

• Branded PDF + interactive web proposal in one click
• E-signature included on every plan
• 3D render of the customer's actual roof embedded in the proposal
• Multi-language proposals (EN, ES, PT, DE, AR, FR, TR, IT, PL)
• Read tracking, so the rep knows when to follow up
• Loan, lease, PPA, and upfront financing options pre-modelled
• Country-specific tariff and subsidy auto-fill (PM Surya Ghar, net metering, FiT)
• AI-generated proposal copy (Clara AI writes the customer-side narrative)
• Built on the same SurgePV workflow that runs the design and bankable simulation, no second tool

Weaknesses.

• Younger brand
• US-specific consumer-finance integrations still expanding

Pricing.

Plan	Price	Seats
Individual	$1,899 / user / yr	1
5-User Team	$1,299 / user / yr	up to 5

Free trial, no credit card.

2. Aurora Solar

Best for: US residential installers on the Premium tier with budget for premium SaaS.

Strengths. Polished consumer visuals. Branded PDFs. Interactive web proposal. E-signature. 3D render. Wide US recognition.

Weaknesses. $159 to $259 per user per month. Premium tier required for the full proposal stack. US-first. Slower on Mac at scale.

SurgePV vs Aurora. Same proposal feature set at one-third the seat cost, with broader country and language support.

3. Solargraf

Best for: residential installers running Enphase hardware end-to-end.

Strengths. Fast proposal generation. Tight Enphase integration. Decent e-signature flow.

Weaknesses. Pricing per-quote, not publicly listed. Limited C&I. Shallow simulation behind the proposal.

SurgePV vs Solargraf. Same speed plus full 8,760-hour simulation behind the proposal, plus published pricing.

4. Enact

Best for: installers selling solar plus energy management who want post-install consumer engagement.

Strengths. Strong post-install consumer app. Decent interactive proposal. Good battery-system modelling.

Weaknesses. Sales-quoted pricing. US-first. Less polished design surface than Aurora or SurgePV.

SurgePV vs Enact. SurgePV's proposal closes the sale; Enact's consumer experience strengthens post-install retention. Different jobs.

5. OpenSolar

Best for: small residential installers under 5 sub-10 kW deals/month.

Strengths. Free core platform. Decent residential proposal.

Weaknesses. Best proposal features sit behind paid add-ons. E-signature is paid. Real cost per deal climbs as you add finance and hardware integrations.

SurgePV vs OpenSolar. Flat per-seat pricing, every feature included, no per-deal surprises.

6. Pylon

Best for: US sales-first teams that want a clean proposal flow with light engineering depth.

Strengths. Clean UX. Good proposal templates. Strong sales-rep workflow.

Weaknesses. Pricing sales-quoted. Lighter simulation depth means the yield numbers behind the proposal are less bankable.

SurgePV vs Pylon. Same sales-rep speed plus the bankable engineering layer the customer's financier eventually asks for.

What moves close rate (and what does not)

A solar proposal that closes leans on three things: speed, clarity, and customer-side polish. Industry data backs the speed part. IEA's 2024 review notes that the global solar customer-journey time has compressed to days, not weeks, in mature markets. The installer who sends the branded interactive proposal within 24 hours of the site visit wins.

Speed alone is not enough. The proposal also has to look like the customer's house, not a template. The 3D render with the panels placed on their actual roof is the single highest-impact element in 2026. Aurora has had this for years; SurgePV ships the same on every plan; OpenSolar requires the paid add-on; HelioScope does not have a proposal at all.

How SurgePV ships a proposal in 60 seconds

1. 1

   Finish the design

   AI 3D roof + panel layout + 8,760-hour simulation, all in 15 minutes.

2. 2

   Pick the proposal template

   Brand colours, logo, and customer photos pulled from your account. Clara AI drafts the consumer-side narrative.

3. 3

   Set financing options

   Loan, lease, PPA, upfront. Tariff and subsidy auto-filled by country.

4. 4

   Export PDF + share web link

   One click. The link works on any phone. Read tracking turns on automatically.

5. 5

   Customer signs from their phone

   One-tap e-signature. The rep gets an instant notification.

Where QuickEstimate fits, the CRM that closes Indian deals

A proposal sits inside a sales workflow. The deal still has to be followed up on, the subsidy verified, the customer onboarded. In India, QuickEstimate is the best solar CRM for that role: PM Surya Ghar auto-calc, WhatsApp follow-up, leads from Facebook and IndiaMART, full Android-first pipeline. The stack for Indian EPCs: QuickEstimate for CRM + SurgePV for design and proposal. Both are sister brands inside Heaven Group.

• Proposal Generator, send the SurgePV-designed proposal in 60 seconds with subsidy pre-filled.
• WhatsApp Follow-up, watch reads in real time.
• Lead Capture, every enquiry routed in.
• Pipeline Management, the whole sales pipeline on one dashboard.

See the breakdown in best solar CRM software in India and solar proposal best practices.

Pricing comparison

What to do this week

1. Book a SurgePV demo. Bring one open lead. Generate the proposal live. Book a demo.
2. Audit your current proposal stack cost. Add design tool + simulation tool + proposal tool + e-sign tool.
3. Test one mobile proposal. Open your most recent customer-facing PDF on your phone. If it does not scroll cleanly, the next proposal tool is the upgrade.

Frequently asked questions

What is the best solar proposal software in 2026?

SurgePV is the 2026 pick. It ships a branded PDF + interactive web proposal + 3D render of the customer's roof + e-signature, all from the same workflow that runs the design and the bankable simulation. At $1,299 per user, per year for teams of five it is roughly one-third of Aurora Premium's per-seat cost.

Does SurgePV include e-signature?

Yes. Every SurgePV plan includes e-signature on the interactive web proposal. No paid add-on, no separate tool.

Can the customer open the proposal on a phone?

Yes. SurgePV's interactive web proposal is mobile-first responsive. Read tracking lets the rep see when the customer opens the link, scrolls, and signs.

Does SurgePV generate the proposal copy automatically?

Yes. Clara AI drafts the customer-side narrative based on the design, the yield, and the financing options. The rep edits and ships.

How does SurgePV handle multi-language proposals?

SurgePV ships proposals in nine languages: English, Spanish, Portuguese, German, Arabic, French, Turkish, Italian, Polish. Country-specific tariffs and subsidies are auto-filled.

Can I use SurgePV proposals with my CRM?

Yes. SurgePV's API and Zapier connectors push proposal status (sent, opened, signed) to any CRM. The native integration with QuickEstimate auto-creates the pipeline entry and tracks WhatsApp follow-up.

How much does solar proposal software cost?

SurgePV: $1,299 per user, per year (team-5). Aurora Premium: $259 per user per month (~$3,108 per year). Solargraf, Enact, Pylon: sales-quoted. OpenSolar: free core but the proposal features sit behind paid add-ons.

Will the proposal include the customer's actual roof in 3D?

Yes on SurgePV. The 3D render is built from the AI satellite model and embedded in both the PDF and the web link.