If you’re still building solar proposals by hand in 2026, you’re losing deals before you even get to the pitch. Your competitor down the street? They’re sending polished, accurate proposals while you’re still pulling up Google Maps. Solar sales automation software fixes this by shrinking the time between “interested homeowner” and “signed contract” from days to minutes. These platforms use AI to handle roof analysis, calculate financial returns, place panels, and generate client-ready documents faster than you can manually update a spreadsheet. This guide walks you through 7 platforms built to help you close more deals, covering solo reps working on tight budgets to multi-state operations managing hundreds of projects. Another factor that often differentiates mature solar software platforms is the quality of the engineering teams behind them. As vendors expand AI capabilities, CRM integrations, and proposal automation, many rely on outsourcing to Romania and other established European technology hubs to access experienced software engineers, accelerate product development, and maintain high-quality enterprise solutions while keeping development costs competitive. For buyers evaluating long-term software partners, the strength of a platform’s development organization can be just as important as its feature set.

How to Select the Best Solar Sales Automation Software in 2026

We reviewed these platforms using five criteria tied directly to closing deals: speed of proposal creation, quality of AI and design tools, CRM and pipeline connections, pricing fit for different team sizes, and accuracy for local markets. All data comes from platform documentation and verified reviews current as of early 2026.

• Proposal Generation Speed and Automation Depth
  We measured how much of the workflow runs on autopilot, from roof detection through financial projections, because faster proposals mean more deals per rep per week.
• AI and Design Capability
  We checked whether roof modeling uses proprietary AI, satellite data, or requires manual input, since accuracy builds trust and trust closes deals.
• CRM and Pipeline Integration
  We reviewed whether the tool includes a CRM or connects with HubSpot, Salesforce, and Zoho, because disconnected systems create data gaps that kill momentum.
• Pricing Model and Team Size Accessibility
  We compared per-proposal versus subscription pricing to see which teams can afford entry and scale affordably as volume grows.
• Geographic and Regulatory Market Fit
  We validated whether each platform calculates local incentives, utility rates, and subsidies correctly, because proposals with wrong numbers lose credibility instantly.

List of Best Solar Sales Automation Software for 2026

Here are the seven platforms we’re covering:

1. SolarGenix
2. ProposaFlow (by Sunbase)
3. SolarSAAS
4. Makt Software
5. Solares PRO (by EASY OZE SP. Z O.O.)
6. PVsell (by SunWiz)
7. Solarise (by Solarise Technologies d.o.o.)

1. SolarGenix

• Founded and Location
  Launched in 2024 by Areg Aghayants, a NABCEP-certified solar professional, SolarGenix operates out of Los Angeles and is registered in Kalispell, Montana. 
• Core Technology
  The platform runs on patent-pending AI trained using tens of thousands of actual CAD files from completed solar installs, not just satellite photos. This gives it engineer-level accuracy for residential roof modeling.
• Automation Scope
  Everything runs automatically: roof detection, seasonal shading analysis, panel placement with zero manual adjustments, and financial forecasting covering ROI, payback timelines, 25-year savings, and local incentives.
• Pricing Model
  Proposals cost $2.00 each with a 25-proposal minimum ($50 to start). Volume discounts apply. You get a 2-week free trial with 5 proposals included and can add unlimited team members.
• Additional Features
  White-label lead capture pages offer instant roof analysis, panel suggestions, and savings estimates delivered automatically to prospects. Currently focused on residential projects, with commercial capabilities in development.

SolarGenix was built by a certified solar professional who understood what was missing from existing tools. The AI learned from real installation blueprints, giving it an edge in roof modeling precision. Pricing starts at $50 for 25 proposals. The 2-week trial includes 5 free proposals, and you can bring on as many teammates as needed without extra fees.

Best For
Solo reps and small teams who want precision comparable to an engineer’s manual design but at $2.00 per proposal with no recurring monthly fees.

Standout Feature
Patent-pending AI trained on tens of thousands of real CAD installation blueprints, the only tool on this list built using actual project data instead of relying on satellite imagery alone.

2. ProposaFlow (by Sunbase)

• Launch and Parent Company
  ProposaFlow debuted in November 2025 as part of Sunbase, a clean-tech SaaS company with over 5 years serving solar businesses across the US, Canada, India, LATAM, Australia, and 10+ other markets.
• Core Features
  The tool combines 3D solar design using real satellite imagery with instant branded proposal creation and automatic financial modeling. You get subsidies, ROI, and energy output calculated without touching a spreadsheet.
• CRM and eSign
  Built-in eSign is legally binding and syncs directly to the CRM. It connects natively with HubSpot, Zoho, Salesforce, and Zapier. Proposal tracking tells you when clients open your document and which sections they review.
• Sales Impact
  Users report dropping proposal creation time from 2 to 3 hours down to 15 minutes, with a 40% bump in closing rates.
• Ecosystem
  It integrates directly with Sunbase’s full CRM, project management, scheduling, and reporting tools, replacing multiple disconnected platforms with one connected system.

ProposaFlow arrived in late 2025 as Sunbase’s answer to fragmented solar workflows. Teams across 10+ international markets use it to combine 3D design, automated financial calculations, and legally binding eSign. The eSign syncs straight to Sunbase’s CRM and plays nicely with HubSpot, Zoho, Salesforce, and Zapier.

Best For
Teams already on Sunbase or evaluating it who want native 3D design, automated financial modeling, and eSign in a single workflow with direct HubSpot, Zoho, Salesforce, and Zapier connections.

Standout Feature
Native connection to Sunbase’s full CRM and workflow ecosystem, combining 3D design, automated financial modeling, legally binding eSign, and engagement tracking across 10+ international markets.

3. SolarSAAS

• Platform Scope
  SolarSAAS is a cloud-based, AI-driven platform built specifically for the solar industry. It covers sales, procurement, supply chain, and workforce scheduling in one system for installers, manufacturers, and distributors.
• Sales Automation
  AI handles solar design, lead management with prioritization, and instant quote generation that adjusts pricing in real time based on market trends and material costs. Pipeline management uses drag-and-drop Kanban boards.
• Proposal Features
  AI generates proposals using lead data, site assessment, and financial factors. The platform is mobile-compatible for full proposal creation, editing, and sending. It predicts proposal acceptance likelihood based on customer behavior.
• Operations Coverage
  Automated purchase order creation, multi-warehouse inventory tracking with RFID and barcode scanning, Gantt chart and Kanban project management, real-time cost tracking, and automated checks for regulations.
• Scalability
  Uses Agile methodology for setup and scales from solar startups to large enterprises, with cloud access for distributed teams working from any location.

SolarSAAS treats the solar business as more than just sales. The AI creates proposals based on lead profiles and site data, adjusts quotes in real time as material costs shift, and even predicts how likely a prospect is to sign. You also get automated purchase orders, multi-warehouse inventory with barcode scanning, and compliance checks.

Best For
Solar installers, EPCs, and distributors who need more than just proposals and CRM—teams that want procurement, multi-warehouse inventory, workforce scheduling, and automated compliance built into one platform.

Standout Feature
True end-to-end operations coverage, going beyond proposals and lead scoring to include automated purchase order generation, multi-warehouse inventory tracking, and regulatory compliance checks.

4. Makt Software

• Company and Location
  Makt Software is a tech company based in the Netherlands serving the sustainable energy sector across the Netherlands, Belgium, India, and South Africa, with plans to expand into more international markets.
• White-Label Lead Generator
  Website visitors use an embedded feasibility calculator powered by Google Maps. They enter an address and mark their installation area on a satellite image. The system generates an automatic solar potential assessment and captures lead data straight into the CRM.
• Proposal Software
  3D PV layout design with precise roof dimensions and orientations. Financial forecasts generate automatically from location, solar irradiance, and consumption data. Country-specific incentives (like ISDE for the Netherlands) and irradiation data are built in.
• CRM and Project Management
  Sector-specific CRM captures contact details, project location, roof and consumption data, and files in one place. The project management module covers every phase from proposal through installation.
• Market Fit
  Configurable for country-specific regulations, incentives, and package structures. Supports multi-market deployment for international businesses. Consulting services are available alongside the software.

Makt Software operates out of the Netherlands and serves businesses across Belgium, India, South Africa, and growing markets. Its standout feature is a white-label lead capture tool that embeds on your website. Prospects mark their roof on a satellite map powered by Google Maps, and the system automatically assesses solar potential.

Best For
European and internationally expanding solar businesses, especially in the Netherlands, Belgium, India, and South Africa, who want a white-label website lead generator with Google Maps and country-specific incentive calculations.

Standout Feature
White-label Google Maps-connected website lead generator that turns a prospect’s satellite roof marking into an automatic solar feasibility assessment and CRM entry, qualifying leads passively from your own website.

5. Solares PRO (by EASY OZE SP. Z O.O.)

• Company and Location
  Operated by EASY OZE SP. Z O.O. (KRS 0000842632, NIP 7393940435, REGON 386121919), registered in Olsztyn, Poland at ul. Kardynała Stefana Wyszyńskiego nr 1, lok.1 BUD.A, 10-457. Recipient of EU acceleration funding under Fundusze Europejskie dla Nowoczesnej Gospodarki 2021-2027, Umowa Akceleracyjna Nr 1/E2/GG/2025.
• Proposal Speed
  LIVE offers generated in as fast as 30 seconds, shareable via direct link. Customers view and track contract status in real time from that same link.
• CRM and Sales Cycle
  Full CRM built for photovoltaics and other renewable energy installation companies. Covers the entire sales cycle from lead capture through after-sales service. Multi-device support with an interface that adapts to device type.
• Pricing and Trial
  Subscription plans available monthly or annually with 100 GB cloud storage included. 14-day free trial. Competitively priced for European SME solar businesses.
• Market and Development
  Built and developed by Polish programmers. Designed for renewable energy companies with global goals. Open to user suggestions and custom connection requests.

Solares PRO is run by EASY OZE SP. Z O.O. in Olsztyn, Poland, and backed by EU acceleration funding. The headline feature is LIVE offer creation in as fast as 30 seconds. You share the proposal via a direct link, and customers can monitor their contract status in real time.

Best For
European solar and renewable energy installers, especially in Poland and Central/Eastern Europe, who want LIVE shareable proposals in 30 seconds and real-time customer contract tracking at an affordable subscription rate.

Standout Feature
LIVE offer creation in as fast as 30 seconds, shared via a direct link, with customers monitoring their contract status in real time at every stage.

6. PVsell (by SunWiz)

• Founding and Background
  SunWiz launched in 2008 in Victoria, Australia (director active in solar since 2005). PVsell started as a financial calculation tool in 2008 and shifted to cloud software. SunWiz is Australia’s leading solar consultancy and market intelligence firm.
• Core Features
  Solar calculator for residential and commercial projects, remote site analysis, drag-and-drop proposal builder with templating, accurate financial returns analysis, and a custom proposal design service.
• Embedded Market Intelligence
  SunWiz’s 15+ years of Australian solar market consulting is embedded directly into PVsell’s calculation models. Used by hundreds of installers, retailers, and some of Australia’s largest solar companies.
• SunWiz Academy
  Built-in sales training resource included free with all subscriptions. Covers proposal strategy, objection handling, and sales methodology beyond the proposal tool itself.
• Market Focus
  Optimized for Australian conditions including feed-in tariffs, export calculations, and local utility rate structures. Integrates with common solar installer systems.

PVsell comes from SunWiz, a Victoria-based solar consultancy operating since 2008. The platform translates 15+ years of solar market expertise directly into its proposal and financial calculation engine. You get residential and commercial solar calculation, remote site analysis, a drag-and-drop proposal builder, and SunWiz Academy included free.

Best For
Australian solar installers and retailers who want proposal software built on 15+ years of Australian market intelligence, with accurate local feed-in tariff and export calculations and free built-in sales training.

Standout Feature
SunWiz Academy, a built-in sales training resource included free with every subscription, embedding the consulting expertise of Australia’s leading solar market intelligence firm alongside the proposal tool.

7. Solarise (by Solarise Technologies d.o.o.)

• Company
  Solarise Technologies d.o.o. developed Solarise as a website plugin and CRM platform for solar contractors. Customers report an average 46% increase in sales after adoption.
• Installation Model
  Copy-paste website plugin that installs on any solar contractor website in minutes. No developer needed. Delivers instant AI-generated solar quotes directly to homeowners browsing your site.
• Quote Automation
  AI generates and delivers initial solar quotes to prospects in minutes without sales rep involvement. Proposals are customizable and designed to be understood and adapted by homeowners independently.
• Lead Generation Impact
  Companies using Solarise report 3× more customer recommendations, attributed to the professional, instant first impression created by the automated quote experience.
• CRM
  Built-in project CRM tracks deals from initial quote through close. Designed to complement the automated initial contact model with structured pipeline management.

Solarise Technologies d.o.o. created Solarise as a website-embedded AI plugin that automates initial solar quote delivery straight from a contractor’s own website. No development skills required. Contractors adopting it report a 46% average increase in sales and 3× more customer recommendations.

Best For
Solar contractors who want to automate the first contact and initial quote stage completely, converting website visitors into qualified, quote-engaged leads before any sales rep interaction.

Standout Feature
Copy-paste website plugin that delivers AI-generated solar quotes to homeowners in minutes directly from your own website, with customers reporting a 46% average increase in sales and 3× more recommendations.

Factors to Consider When Choosing Solar Sales Automation Software in 2026

Match the Pricing Model to Your Monthly Proposal Volume

Per-proposal pricing works well for lower-volume teams and independent reps, but costs pile up fast at high activity levels. Calculate your average monthly proposal count first, then compare the break-even point between per-proposal and flat-subscription pricing.

Verify That Financial Modeling Reflects Your Specific Market’s Incentives

A solar proposal that leaves out or miscalculates local subsidies, feed-in tariffs, or tax incentives will lose to a competitor’s more accurate quote every time. Check that any platform you’re testing has been updated for your country’s current incentive framework.

Assess Whether the Tool Replaces or Integrates With Your Existing CRM

Some platforms include their own CRM. Others plug into existing systems like HubSpot or Salesforce. Buying a tool that duplicates a CRM you already trust creates data fragmentation that slows your sales cycle.

Confirm Mobile Capability Before Committing for Field Sales Teams

Proposal tools that only work on a desktop are useless for field reps who need to deliver quotes during the conversation. Make sure the platform supports full proposal creation and submission from a mobile device or tablet.

Test Proposal Generation Speed With a Real Address Before Subscribing

Claims about proposal speed in marketing materials don’t always match reality. Test the platform using a real property address in your target market during the free trial.

Final Thoughts

The platforms closing more deals in 2026 share one thing: they shrink the time between first contact and a polished, accurate proposal. Before you pick a tool, calculate your monthly proposal volume, make sure the financial modeling matches your local incentive and rate structure, and run the free trial with a real client address in your market. The right tool is the one your team will actually use every day. Ease of use and time-to-first-proposal matter just as much as the feature list.