7 AI Solar Proposal Tools Every Off-Grid Homeowner Should Know About

Introduction

If you've asked an installer for a solar quote in the last two years, the proposal you got back was almost certainly generated by AI. Aerial roof detection, automated panel placement, financial modeling, eSign, CRM sync — the entire workflow that used to take an engineer two hours now happens in under fifteen minutes on one of a handful of platforms.

That's a good thing for most homeowners. Proposals arrive faster, include more detail, and cost installers less to produce — which means more competitive pricing on your end. But it's worth knowing what's actually running under the hood, especially if you're building off-grid, adding panels to a cabin, or sizing a system for a rural property where standard assumptions don't apply.

This guide walks through the seven AI solar proposal tools most widely used in 2026, what each one is best at, and the questions worth asking once you know which platform produced your quote. If you're still shopping for panels or a complete off-grid kit, our Rich Solar collection and solar kits are a good place to start before you ever sit down with an installer.

What to Look For Before Trusting Any AI-Generated Solar Proposal

Before you sign, know what the tool behind the proposal actually does well — and where it tends to fall short. These are the five things worth checking:

• Degree of automation. Does the tool generate roof layouts, panel placement, and financial estimates directly from aerial imagery, or does the installer sketch and enter data manually? Fully automated tools are faster but can miss obstructions on complex roofs. Manual tools are slower but let your installer add detail.
• Residential, commercial, or multi-system capability. Some tools only support residential grid-tied PV. Others handle battery storage, heat pumps, and EV chargers. If you're planning a full off-grid build or phased expansion, the tool needs to model that.
• CRM, eSign, and third-party connections. Direct connections to HubSpot, Salesforce, or Zapier matter for the installer more than for you — but they correlate with how quickly the installer can turn quotes around and track follow-ups.
• Geographic and regulatory fit. Verify the tool's financial model is calibrated for your country, state, and utility. Incentive calculations, net metering rules, and local rate structures vary significantly. A tool built for European markets won't accurately model a Montana cabin.
• Pricing model on the installer's side. Per-proposal pricing tends to pass through to lower quote costs. Monthly subscription platforms load cost into overhead. Ask your installer which they use — it's fair to know what's built into your quote.

The 7 AI Solar Proposal Tools

1. SolarGenix

• Platform type: AI proposal platform with patent-pending in-house AI engine; founded by certified solar engineering professionals; based in Kalispell, Montana, USA.
• Target market: Residential solar only (commercial and industrial support in development); built for solar sales professionals, teams, installers, developers, and finance companies.
• What the AI does: Aerial imagery roof detection (shape, slope, structure, shading analysis, obstacle detection); fully automated panel placement with no manual input required; financial forecasting (savings, ROI, payback projections, local incentive calculations); battery storage support.
• Pricing: $2.00 per proposal; minimum purchase of 25 proposals ($50 total); volume discounts available; no limit on team members; white-label and custom branding options for high-volume teams.
• Workflow: No in-person site visit required; manual editor available for adjustments; lead generation tool also available (launching separately).

Founded by certified solar engineers, SolarGenix runs a fully automated AI proposal platform using a patent-pending engine. It takes a residential roof from aerial imagery to a sales-ready proposal, covering roof detection, panel placement, shading analysis, and financial forecasting. The cost is $2.00 per proposal with no limit on team size.

Best For: Residential solar sales teams who want fully automated, per-proposal pricing with no monthly subscription, especially high-volume operations scaling without adding engineering overhead.

Standout Feature: Patent-pending in-house AI that performs roof detection, shading analysis, automated panel placement, and financial forecasting entirely without manual input, producing a sales-ready residential proposal with no site visit required.

2. ProposaFlow

• Platform type: Solar proposal and design software for installers and EPCs; cloud-based with satellite imagery-based 3D solar designer.
• Proposal speed: Average build time of under 15 minutes from design import to client-ready proposal; over 60% of proposals sent are approved or signed within 2 days of delivery.
• What it does: Address-based satellite mapping; roof layout tools (pitch, usable zones); 3D shading and obstruction analysis; one-click proposal export; auto-filled system specs, pricing tables, incentive data, and ROI charts using branded templates.
• Sales and tracking: Trackable shareable links (open notifications, time-on-page, comments); built-in eSign; CRM sync with HubSpot, Zoho, Salesforce, and Zapier.
• Impact reported: One customer testimonial: "closing rate has jumped by 40%" after switching from a 2–3 hour manual process to ProposaFlow.

ProposaFlow is a cloud-based solar proposal and design platform for installers and EPCs. It takes a project from satellite design to a client-ready branded proposal in under 15 minutes, with built-in eSign, trackable delivery links, real-time open notifications, and direct CRM sync.

Best For: Solar installers and EPCs who want a fast, sales-focused proposal workflow with built-in eSign and CRM connections, especially teams currently spending 2–3 hours per proposal and needing to compress that to under 15 minutes.

Standout Feature: Over 60% of proposals sent through ProposaFlow are approved or signed within 2 days of delivery — a documented conversion speed enabled by trackable links, real-time open notifications, and one-click eSign built directly into the proposal.

3. SolarSAAS

• Platform type: End-to-end cloud-based business management platform for solar EPCs, installers, and project developers; beyond proposals, covers full business operations.
• Modules: AI Solar Design; CRM; Inventory Management; Supply Chain Management; Quotation and Proposal Generation; Procurement; Bill of Materials (BOM); Assembly Management; AI-powered Helpdesk.
• AI design: Auto-generates solar panel layouts from site data; includes battery storage calculations with real-time ROI simulations; automated regulatory compliance checks.
• Security and compliance: AES-256 encryption; multi-factor authentication; ISO 27001 and GDPR compliant; API connections with any third-party software.
• Getting started: Most customers fully onboarded within 5 days with guided support; contact for pricing.

SolarSAAS is a cloud-based all-in-one solar business platform covering AI design, CRM, quotation, inventory, supply chain, procurement, BOM, and helpdesk management. It includes ISO 27001 and GDPR compliance, AES-256 encryption, and onboarding typically completed within 5 days.

Best For: Established solar EPCs and growing solar businesses that need full business operations management, not just proposal generation, within a single ISO 27001-compliant platform covering everything from design to procurement and after-sales support.

Standout Feature: Full-business-operations scope with 8+ modules covering AI design, CRM, inventory, supply chain, procurement, BOM, and helpdesk, making it the most complete platform on this list for companies that need centralized management beyond the proposal stage.

4. Makt

• Company and location: Technology company based in the Netherlands; serves the sustainable energy sector across Europe; pricing starts from €150/month.
• System types: PV solar, battery storage, heat pumps, and EV chargers — 4-in-1 feasibility analysis for all renewable energy system combinations.
• What it does: 3D proposals using satellite imagery; 100,000-material product database; auto-generated financial forecasts (irradiance, consumption, ROI, compensation); VAT and ISDE (Dutch investment subsidy) built in; white-label proposals with one-click full package export.
• Sales Engine: CRM with role-based permissions for head office, regional teams, and dealers; white-label lead generator widget embeddable on client websites; multi-dealer management.
• Compliance: Regulatory tracking built in; feasibility analyses performed in line with local regulations.

Makt is a Netherlands-based solar and renewable energy sales platform starting from €150/month. It offers 3D design, 4-in-1 feasibility analysis (PV, battery, heat pump, EV), a 100,000-material database, white-label proposals, VAT and ISDE calculations, and a multi-dealer CRM Sales Engine for European installers and SMEs.

Best For: European solar installers and SMEs who need a multi-technology platform covering PV, battery, heat pump, and EV system design with built-in Dutch regulatory compliance, ISDE subsidy calculation, and multi-dealer team management.

Standout Feature: 4-in-1 feasibility analysis covering PV, battery storage, heat pumps, and EV chargers within a single platform, enabling European installers to design and quote multi-technology renewable energy systems for homeowners without switching between separate tools.

5. Solares PRO

• Company and location: Solar proposal and CRM software company from Poland, targeting global RES (renewable energy sector) companies; free trial available; subscription by month or year.
• Quote speed: Standard quote (EASY mode): up to 30 seconds; advanced quote (PRO mode): a few minutes; LIVE offer feature allows customers to see real-time contract status updates.
• System coverage: Photovoltaic, heat pump, air conditioning, and recuperation systems; component selection includes PV modules, inverter, energy storage, optimizer, heat pump, and DHW tank.
• Customization: Full color scheme and style customization for proposals; role and task assignment for sales staff; 100 GB cloud storage per subscription.
• Enterprise: API-based connections with corporate systems available on-demand in Enterprise package.

Solares PRO is a Poland-based solar and RES sales tool targeting global markets. It generates standard quotes in up to 30 seconds and advanced quotes in a few minutes, with a LIVE offer feature that lets customers view real-time contract status, covering PV, heat pump, air conditioning, and recuperation systems.

Best For: RES companies across global markets who need rapid multi-system quoting, particularly those who want to impress clients with a LIVE offer link showing real-time contract status, and who need role-based task assignment for their sales staff.

Standout Feature: LIVE offer feature (available on the PRO subscription plan) — a shareable link that updates clients in real time as their contract progresses through each stage, removing the need for follow-up emails and providing transparency throughout the sales cycle.

6. PVsell

• Developer and location: Produced by SunWiz Pty Ltd; located in Eltham, VIC, Australia; SunWiz has been operating since 2008; founded by Warwick Johnston (CEC board member, international solar ambassador); serves customers Australia-wide.
• Track record: Has generated solar proposals worth 4GW for over 60,000 customers; Australia's leading solar consultancy recognition.
• Design tools: Automated roof layout (panel layout in under 1 minute); free HD imagery from MetroMap included; Nearmap on-demand at $8/site; Google Maps free; SAM and PVwatts calculation engines; battery storage modeling.
• Financial accuracy: Interval meter data (drag-and-drop); demand charge calculations; consumption profiles; payback, ROI, bill reduction, and long-term financial output; 100% mathematically verified formulas.
• Extras: SunWiz Academy sales training included; market intelligence content in-platform; custom proposal design service available for subscribers; monthly all-inclusive subscription.

Produced by SunWiz since 2008 and serving customers Australia-wide, PVsell has generated proposals worth 4GW across 60,000+ customers. It offers automated roof layout in under 1 minute, free MetroMap HD imagery, interval meter data analysis, battery storage modeling, and the SunWiz Academy sales training library built into the platform.

Best For: Australian solar retailers and commercial installers who want a deeply accurate financial modeling platform backed by over a decade of solar market intelligence, free HD imagery, and built-in sales training content from Australia's leading solar consultancy.

Standout Feature: Over 60,000 customers and 4GW of proposals generated through a platform built by Australia's leading solar consultancy, combining verified financial modeling, free MetroMap HD imagery, and SunWiz Academy sales training all within a single monthly subscription.

7. Solarise

• Platform type: Website-embeddable AI solar quoting and lead conversion tool; "Sunny Forms" are customizable calculators embedded directly onto solar company websites via copy-paste.
• AI features: AI roof analysis (measures roof area, slope, and panel fit for system sizing); Q&A chatbot (answers customer questions about solar, the proposal process, and the company); lead heat scoring based on prospect activity.
• CRM: Built-in CRM tracks deal status, lead contact details, roof analysis data, and activity history; instant alerts on new leads; tracks the full journey from first click to contract.
• Customization: Fully white-label (colors, logo, language, products, pricing); optional price display.
• Lead impact claimed: Companies using Solarise get 3× more recommendations; 24/7 automated lead qualification without manual follow-up.

Solarise is a website-embeddable AI solar quoting widget that turns a solar installer's website into a 24/7 automated lead qualification machine. It uses roof analysis AI, a Q&A chatbot, and a lead heat-scoring CRM to qualify, capture, and track prospects from first visit to signed contract.

Best For: Solar installers who want automated 24/7 lead qualification on their website without hiring more staff, and who need a white-label widget that captures, scores, and tracks leads from first click through to deal close in a built-in CRM.

Standout Feature: AI-powered "Sunny Forms" embedded directly into the installer's website that automatically qualify leads around the clock using roof analysis, a chatbot, and a heat score, so the sales team only needs to engage with warm, pre-qualified prospects rather than cold inquiries.

What This Means If You're Going Off-Grid

Every tool on this list is built primarily around grid-tied residential solar — homes connected to a utility, selling excess back through net metering, with ROI calculated against a monthly power bill. That model works for most suburban homeowners. It breaks down quickly for anyone building a cabin, outfitting a homestead, or designing a system that never touches the grid.

A few things worth knowing if your property falls into that second category:

Financial models usually assume net metering. If there's no grid to sell back to, payback calculations based on "bill offset" don't mean much. Ask the installer to rerun the financial projection against fuel savings (propane, generator gas) or the avoided cost of running a utility line to your property — that's usually where the real numbers are.

Battery sizing often gets glossed over. Grid-tied tools treat the grid itself as your backup. Off-grid, the battery bank is the backup, and it needs to be sized for your worst week of weather — not your average day. Tools like SolarGenix and PVsell both support battery modeling, but the inputs matter more than the output. Make sure your installer is using real consumption data, not defaults. Pairing solar with a reliable portable power station or solar generator can also fill gaps during shoulder seasons.

Roof detection AI can miss tree cover on rural lots. Aerial imagery tools are trained on suburban housing stock. Dense pine cover, seasonal shading from deciduous trees, and unusual cabin geometries all throw off automated panel placement. If your property has any of that, ask for a manual review pass — most platforms support it.

Consumption profiles matter more than system size. A 10kW array on paper is meaningless if your battery bank is undersized or your consumption profile is front-loaded to evenings. Tools with interval meter data support (like PVsell) handle this better than tools that just use average monthly kWh. If you're planning for a solar fridge, freezer, and other 24/7 DC loads, that baseline draw needs to be in the model from the start.

Questions to Ask Before You Sign

Once you know which tool generated your proposal, a few follow-up questions separate a good quote from a rough sketch:

1. Which tool was used, and has the installer adjusted anything manually? Fully automated proposals on complex sites often need tuning.
2. What utility rates and incentive assumptions were plugged in? Make sure they match your actual provider and tariff.
3. Is the shading analysis based on current imagery? Satellite imagery can be 2–3 years old. If you've had trees grow in or cleared land recently, the model may not reflect your site.
4. How is battery backup sized — average demand or worst case? Big difference for off-grid systems.
5. Does the payback figure assume net metering? If your property doesn't have grid access, this number needs to be recalculated against fuel or line-extension costs.

Final Thoughts

AI solar proposal tools have made residential solar quoting faster, cheaper, and more accessible. For most grid-tied homeowners, the quote you get is accurate enough to make a confident decision. For off-grid properties, cabins, and rural homesteads, these tools are a starting point — not a final answer.

The right move is to understand which tool generated your proposal, check the assumptions against your actual site and usage, and push back where the defaults don't fit. A good installer will welcome the questions. A great installer will have already flagged the adjustments before sending the quote.

If you're still in the planning phase and want to get a sense of what components actually go into a system — panels, charge controllers, inverters, batteries, backup power — our Rich Solar lineup and complete solar kits are built around the same real-world use cases that AI proposals are trying to model. Knowing the hardware helps you read the proposal.

FAQ

Are AI-generated solar proposals accurate?

For standard grid-tied residential roofs in major markets, yes — the underlying models (PVwatts, SAM) are well-calibrated and the aerial imagery is solid. Accuracy drops on complex roofs, rural sites with tree cover, and off-grid systems where standard financial assumptions don't apply. In those cases, the proposal is a starting point that needs manual review.

How long does it take an installer to generate a quote with these tools?

Under 15 minutes is typical on platforms like ProposaFlow and SolarGenix. Tools that handle multi-technology systems (solar + battery + heat pump) take longer. Same-day turnaround is standard — if an installer is quoting multi-day lead times, they're likely still working manually.

Do these tools work for off-grid solar systems?

Most are designed for grid-tied installations with net metering. Off-grid capability depends on the platform — SolarGenix and PVsell both model battery storage, but the financial projections may still default to grid-tied assumptions. Ask your installer to specifically configure the quote for off-grid before trusting the ROI numbers.

Can I generate my own solar proposal without an installer?

Most of these platforms are B2B and require an installer account. For a rough DIY estimate, free tools like PVwatts and Google's Project Sunroof can give you ballpark system size and production figures — useful for validating an installer's quote.

Why does my quote include shading analysis if my roof has no trees?

Shading analysis covers more than trees — neighboring buildings, chimneys, vents, and even roof dormers can cast shadows that affect production. AI tools run the analysis automatically across the full roof surface, which is why even clean roofs will show a shading map.