MCS-aligned solar proposals your customers can view, understand and sign online.
Solar Proposal Tool helps UK installers create professional interactive proposals, manage approved equipment and collect e-signatures from one secure platform.
Welcome back, James
Proposal Dashboard
12
Active
3
Signed
2
Expired
Mr J. Smith — 6.4 kWp
Updated 2h ago
Mrs R. Patel — 4.0 kWp
Updated 2h ago
Mr T. Brown — 8.2 kWp
Updated 2h ago
MCS Check — Financial protection details missing
Mr A. Hassan — 5.0 kWp · Action required
✍️ Customer viewed proposal
Mrs K. Williams — awaiting e-signature
MCS-aligned checks
24 checks before sending
E-signature
Sign on any device
Solar proposals should not be built from messy spreadsheets and copied Word documents.
Installers lose time recreating the same documents, chasing signatures and managing equipment data manually. Solar Proposal Tool brings the workflow into one structured system.
Missing proposal information
Quotes go out without key details — no MCS number, missing VAT, no cancellation rights. Important items get forgotten under deadline pressure.
Inconsistent customer documents
Every proposal looks different. Word docs copied from previous jobs, outdated terms, mismatched warranty wording — no consistent standard.
Equipment data scattered across datasheets
Warranty periods, datasheet links and product certifications stored in emails, folders and spreadsheets with no central register.
Chasing signatures manually
Proposals sent as PDFs by email, requiring printed signatures, scanning and manual follow-up — slowing down every close.
One platform for proposals, equipment and signatures.
Interactive proposals
Customers receive a branded online proposal with system details, equipment, savings assumptions, warranties, terms and downloadable documents.
MCS-aligned checks
Built-in proposal readiness checks help installers identify missing information before sending a quote. Compliance support built into the workflow.
Equipment register
Manage panels, inverters, batteries, EV chargers, mounting systems, optimisers and export limitation devices from a structured, searchable register.
Payment schedules
Configure staged payment schedules with customisable templates — deposit, interim and final payment milestones linked to installation progress.
Everything your team needs to create professional solar proposals faster.
Customer CRM
Track leads, survey bookings, proposals and installation status.
Project management
Link site details, consumption data and roof specs to each project.
Proposal builder
Multi-step wizard guiding your team through every proposal section.
Branded PDF generation
Generate professional PDF proposals from completed proposal data.
Customer proposal links
Share a secure, branded proposal link directly with your customer.
E-signature acceptance
Customers review, accept terms and sign electronically on any device.
Proposal tracking
Know when a customer views your proposal — seen, accepted, or signed.
Equipment register
Structured product catalogue with datasheets, warranties and certifications.
Approved product lists
Each installer maintains their own approved product list for proposals.
Audit logs
Full audit trail of proposal changes, overrides, sends and signatures.
Team access
Subscription-based user access with roles — admin, manager, sales and viewer.
A comprehensive equipment register built for solar installers.
Keep product information structured, searchable and reusable across proposals. Store datasheets, warranties, certification references, ENA inverter references, phase type, AC output rating, G98/G99 status and installer-approved product lists.
From lead to signed proposal in one clear workflow.
Add customer
Create a customer record with contact details and lead source.
Create project
Record site address, roof details, consumption and energy profile.
Select equipment
Choose from your approved product list — panels, inverter, battery.
Build proposal
Complete the multi-step proposal wizard with pricing, warranties and terms.
Run MCS-aligned checks
24+ built-in checks flag missing or incomplete information before sending.
Send interactive proposal
Share a secure proposal link with your customer via email.
Customer signs online
Customer reviews, accepts terms and signs electronically on any device.
Track & manage
Monitor proposal status, audit trail, and manage your pipeline from the dashboard.
Give customers a proposal they can actually understand.
Replace static PDFs with a secure interactive proposal page showing the system overview, equipment, price, savings assumptions, warranties, terms and acceptance steps.
Solar Proposal Tool Demo
Solar PV Proposal
Mr James Smith
42 Maple Close, Bristol, BS1 4QR
Ref: SPT-2024-012
Valid 30 days
6.4 kWp
System Size
£4,200/yr
Est. Savings
7 yrs
Payback
Total inc VAT
£9,450.00
Deposit: £2,362.50
Balance on completion
By signing you confirm acceptance of the proposal terms and conditions.
MCS-Aligned Pre-Send Checks
Financial protection details missing
Required before sending — resolve to continue
Built-in checks before a proposal is sent.
The app checks for missing installer details, customer information, site address, scope of works, selected equipment, VAT, payment terms, warranties, quote validity, financial protection, cancellation rights, assumptions and exclusions.
Solar Proposal Tool supports MCS-aligned proposal preparation. It does not replace installer responsibility, certification body requirements or professional compliance review. The installer remains responsible for final compliance.
Simple, transparent pricing for solar installers.
Start with a free trial. No credit card required.
Starter
For sole traders and small teams.
- 2 users
- 20 proposals per month
- Customer CRM
- Proposal builder
- PDF export
- Basic e-signature
- Basic equipment register
Professional
For growing solar installers.
- 10 users
- Unlimited proposals
- Advanced proposal builder
- MCS-aligned checklist
- Customer proposal tracking
- Full equipment register
- Installer approved product list
- Grid application preparation
- Audit logs
Enterprise
For larger installation businesses.
- Unlimited users
- Multi-branch support
- Advanced audit logs
- Custom templates
- White label option
- ENA Connect Direct integration-ready
- Priority support
All plans include a free trial period. to discuss your requirements.
Frequently asked questions
Ready to create better solar proposals?
Build professional, interactive, MCS-aligned proposals with equipment data, e-signatures and grid application preparation in one platform.
No credit card required. Free trial available.