The proposal matches the live quote
Build the customer estimate from the selected products, system configuration and commercial terms instead of copying figures into a separate proposal file.
Solar proposal software
Turn the configured solar system into a proposal the customer can accept.
ArcSolar turns the completed quote into an itemised customer estimate shared through a secure link. The customer can review the proposed system, accept the estimate and complete the configured deposit step without creating an account.
Book a workflow demoSent, viewed, accepted and paid status returns to the same deal the sales and operations teams use.
ArcSolar / Solar proposals
What changes
Replace a broken handoff with a connected workflow.
Customer action stays visible
Track whether an estimate has been sent, viewed, accepted and paid so the next follow-up is based on the current customer state.
Acceptance continues into delivery
Keep the accepted scope, customer decision and deposit status attached when the deal moves from sales into operational work.
How it works
One record through the work that matters.
The workflow is configured around the retailer rather than forcing the team into a generic software template.
- 1
Complete the guided quote
Confirm the customer, property, products, pricing, savings and payment schedule before sending.
- 2
Share the secure estimate
Send a private customer link where the itemised proposal can be reviewed without a separate account.
- 3
Record acceptance and payment
Return the customer's decision and deposit status to the deal so the next team can act from the same record.
Questions
What solar teams ask about solar proposals.
Does the customer need an ArcSolar account?
No. The estimate can be opened through a secure tokenised link, allowing the customer to review and accept without creating a login.
Can the customer proposal show savings?
Yes. The customer-facing estimate can include an itemised system and a plain-language savings projection based on the configured quote.
Can the proposal collect a deposit?
Yes. The accepted estimate can continue into the configured deposit collection step, with payment status visible back inside ArcSolar.
Related solutions
Continue through the connected workflow.
See it with your workflow