Sales Proposals and Financial Analysis

Generate beautiful proposals in minutes.

Create beautiful sales proposals

Aurora pulls design and financial information into sales proposals at the click of a button. Professional documents allow you to sell solar with ease.
Automatically import calculations and other key information from your project, saving you time and helping you close.

 

No more spreadsheets

Aurora’s financial tool uses your system performance estimates and utility rates to calculate financial returns for your customer. Model loans, leases, PPAs, and cash payments without any spreadsheets.

See all the important metrics you need to make your sale – LCOE, IRR, payback period and more.

 

Frequently Asked Questions

Solar Sales

How do I avoid change orders?

Change orders — or amendments to project plans and contracts — can add significant time and expenses to solar projects. And although change orders can be extremely prevalent in construction projects, avoiding them is critical for sticking to a project’s schedule and budget. When designing a solar energy system, producing an accurate design and coming to a fully understood agreement with the customer before signing on the dotted line are great ways to avoid change orders.

Staying up to date with local permitting requirements and having all of the accurate site and system information reduces your chances of encountering a change order on a proposal. To truly minimize change orders, however, software like Aurora provides NREL-validated designs, bankable shade reports, and other features.

How do I reduce change requests?

Change orders, or change requests, can be reduced by having the best possible information and software on hand for adjusting proposals on the fly, rather than submitting redesign requests and circling back to the customer. After all, it can be frustrating if simple things like moving a single solar panel take longer than necessary if passed between many hands.

In a case study with Aurora, you can see how accurate 3D models of homes and solar panel systems significantly helped Sempris Solar reduce change orders, save time during on-site surveys, and accelerate the sale to permit timeline.

How do I get more solar sales?

While creativity is king for generating new marketing methods, there are plenty of tried and true ways to get more solar sales anywhere in the country. Not all companies can afford to buy an infinite number of leads, so thankfully there are a lot of ways to get more solar sales without increasing budgets.

From lead generation to close, small solar companies should always focus on local business first. Here, companies can optimize their local online presence to generate inbound leads or go out into the community and begin talking to potential customers at home shows, community events, and other networking opportunities.

Why is my electric bill so high with solar panels?

Solar panels are designed to reduce your utility expenses, so if you are still paying substantial electricity bills after an installation, there may be a malfunction in your system.

However, almost all solar customers will still pay some amount to their local utility company each month, which includes any electricity consumed beyond what the panels generated as well as additional, fixed monthly changes. On a new electricity bill with solar, customers may see ordinary utility charges for electricity generation, transmission, and delivery as well as new solar-specific expenses such as a minimum delivery charge to support the cost of associated grid updates.

 

Proposals

How do I make a solar proposal?

Although there are many ways to physically create a solar proposal, to win customers, your proposal has to include a few key things. For instance, a solar proposal should always include the customer’s name, address, and electrical information alongside the details of the proposed solar energy system.

While it can be tough to master the art of writing great solar sales proposals, the key to making an effective pitch is to present the value of a solar system within the document. For this reason, solar proposals often contain information on long-term savings and environmental benefits, as well as multiple designs and financing options.

How do I compare solar proposals?

As a customer comparing solar options, it’s important to consider all the key information from each company’s proposal and compare it side by side. One of the best ways to compare solar proposals and financial analyses is by making a document to track each company’s price, system size, system components, installation timeline, and financing options.

While some companies may have similar proposals, a side-by-side comparison will help identify both positive and negative outliers. Beyond the proposal, customers can also compare companies based on online reviews, response times, and individual preferences.

How do I bid on a solar job?

When bidding on a solar project, the best way to win business is by being prepared, honest, and ready to help the customer. A solar energy system is a huge investment for a homeowner or business, so customers will typically work with a company that has the most accurate information in their proposal or an unbeatable value proposition.

In a crowded industry, with new companies starting every day, the best way to bid on a solar job is to research your competition and create compelling reasons why the customer should work with you, rather than other available options.

Why are solar quotes so different?

Since there are no real industry standards for proposals, solar quotes from different installers may look dramatically different, in both appearance and price. No matter what it looks like, every solar sales pitch should be able to tell you the size of your system, the quality and capacity of its components, and the total price to move forward and install.

The best way to navigate through large discrepancies in different solar quotes is to ask the sales representative about all of the parts, projections, and expenses to learn how (and whether) each element of the proposal was chosen to fit the specific needs of the project.