ArcSolar field guide / Proposals

Solar proposal checklist: make every quote clear

A good proposal explains the price, the system and what happens next. ArcSolar keeps the quote, customer and handover connected so the team can work from the same offer.

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By Argonix Digital · Published · Updated

Answer the customer’s five questions

  • What equipment am I getting?
  • What is included in the price?
  • Which savings assumptions are being used?
  • What do I pay, and when?
  • What still needs checking before installation?

Start with the right information

Gather the bill, site photos and equipment list. ArcSolar offers AI bill analysis, a savings estimator and Roof Vision roof design. Check the extracted values and proposed layout before sending the quote.

Sources: [3][4][5]

Before you send

Before you send
CheckMake it clear
SystemModels, quantities and installation address
PriceTotal, exclusions, expiry and payment steps
SavingsUsage, tariffs and assumptions
SiteMissing photos or unresolved conditions
HandoverAccepted version and the next owner

Example: a missing switchboard photo

Illustrative example: Quote Q-104 v1 is ready, but the switchboard photo is unreadable. Keep that item open and request a new photo. If the review changes the scope, issue v2 and explain the difference. Operations should receive the accepted version—not guess from the latest draft.

Keep the checks that matter

Site suitability needs qualified review. Savings are estimates. Recheck incentives for the actual system and installation date. A deposit does not resolve an unanswered site question.

See the whole offer in ArcSolar

Book a demo and follow a quote from customer review through payment and handover. We’ll show how your team can keep the offer and the next action together.

Sources: [1][2]

Sources and review (5)

Published by ArcSolar. Examples are illustrative; product details come from the sources below. Editorial standards.

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