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Home / Features / Solar Proposal Sales Studio

Available in the web platform

Solar Proposal Sales Studio

A pre-survey proposal needs visible assumptions and a repeatable path from site to shared concept.

Workflow illustration
  1. 01Start the site
  2. 02Build the concept
  3. 03Review and share

Sales & proposals

Who it was designed for

SSAI administrators and installer sales teams preparing residential or commercial concepts.

Available to SSAI administrators and company-scoped client sales or company-administrator users. Proposal access remains restricted to the user’s company.

What it does

Prepare residential and commercial solar proposals independently of a scheduled survey. Keep the site, module layout, equipment, energy assumptions, pricing and output in one company-scoped workflow.

A searchable proposal library, guided stages and focused settings help users move between saved concepts and the current design.

How it fits your workflow

STEP 1

Start the site

Create the customer and project within the authorized company.

STEP 2

Build the concept

Prepare a preliminary layout, equipment and scenario assumptions.

STEP 3

Review and share

Preview the branded output and publish the exact reviewed version.

Illustrated workflow. These cards explain the process; they are not screenshots of a customer project.

The practical value

A single proposal workflow keeps the preliminary layout, equipment, usage assumptions and commercial scenario together. That makes the concept easier to review before a measured design is available.

A concrete use case

A sales user creates a site concept, chooses equipment, documents production assumptions and publishes a reviewed fixed version for the customer.

Requirements and limits

Pre-survey concepts are preliminary and do not establish surveyed accuracy or permit compliance.

Provider-dependent estimates retain their activation requirements. Permit-ready CAD and comprehensive nationwide AHJ compliance are not available in this initial studio.

Explore related workflows

See how solar proposal sales studio fits your team

Bring your current workflow and the handoff that needs attention. We can discuss the available feature, appropriate access and relevant survey services.

Book a 15-min call
Book a 15-min call