Client communication
Customers can return to a consistent explanation of equipment and dependencies, then submit questions or requested changes with the project context attached.
solar proposal software
Present the solar project clearly without oversimplifying it
Connect system equipment, production assumptions, site work, interconnection responsibilities, schedule, warranties, exclusions, customer decisions, and commercial documents.
- Use your current documents
- Keep revisions with the job
- Invoice the accepted scope
Built around the work
Why FormEsque fits solar companies
Solar teams can create a consistent buying experience while keeping claims, assumptions, and responsibilities visible instead of reducing the decision to a headline savings number.
Example workflow
From first scope to a dependable invoice
The workflow stays consistent while the document language, fields, and commercial details reflect your business.
- 1
Describe the proposed system
List modules, inverters, storage, mounting, monitoring, electrical work, and relevant design assumptions.
- 2
State dependencies honestly
Explain site verification, permitting, utility approval, incentives to verify, schedule variables, and customer responsibilities.
- 3
Capture the selected project
Retain proposal revisions, customer questions, and signature against the current system scope.
- 4
Connect approved charges
Use accepted project and milestone terms as the basis for invoices and payment records.
Document example
Solar plus storage proposal
Present proposed equipment, backup configuration, assumptions, excluded service upgrades, project milestones, and warranties without guaranteeing future utility outcomes.
- System equipment
- Production assumptions
- Permitting and utility dependencies
- Milestones and warranties
The customer handoff
Keep context through every customer action
Documented signatures
The signed proposal stays connected to system assumptions and the actual revision accepted, supporting a more disciplined handoff to design and operations.
Connected invoicing
Milestone billing can reference the agreed commercial schedule while financing, tax, incentive, and utility representations remain subject to qualified review.
Practical answers
Solar Companies FAQs
Can solar proposals include batteries and add-on options?
Yes. Equipment, storage configurations, monitoring, service upgrades, and other options can be presented as clear parts of the project scope.
Can FormEsque show solar savings estimates?
It can display company-provided proposal content, but projections should clearly state assumptions. FormEsque does not verify or guarantee production, incentives, rates, savings, or payback.
Does FormEsque replace solar design or permitting tools?
No. It manages the customer document workflow; engineering, shade analysis, design, permitting, interconnection, and compliance remain in specialist processes.
Build the workflow around your documents.
See how FormEsque can connect the proposal, customer decision, signature, invoice, and payment record your team already handles.