Solar Quotation & EPC CRM • India-ready
Dynamic per-kW pricing by state/brand/roof, BOQ auto-calc, DCR/Non-DCR, branded PDFs, e-sign & payments. Plus Leads CRM, Lead Hub & Board, EPC Projects, Finance and Support—so sales to execution stays seamless.
10 quotes/month on Free plan • Upgrade anytime
Purpose-built for EPC sales teams to quote accurately, close faster and hand off cleanly to execution.
Price by kW, brand, inverter, structure, state and system type (on/off/hybrid). Auto markup & GST.
Toggle DCR and record subsidy assumptions; lock them into the PDF for clarity.
Auto-generate BOQ, structure quantities, cable runs and indicative energy yield.
Your logo, colors, warranty and T&C with milestone payments.
Maker-checker approvals, margin guardrails and branch-wise access.
One-click WhatsApp share, tracked links, e-sign and payment collection.
From first touch to commissioning—one system, one source of truth.
Per-kW pricing, BOQ, taxes, branded PDFs, e-sign & payment link.
Capture, score and assign leads. Follow-ups, tags and activities.
Integrate Facebook/Google/Website forms; dedupe & routing rules.
Visual pipeline by stage with drag-and-drop and SLA alerts.
Handoff from sales, vendor assignment, material, installation & net-metering.
Milestone invoices, receipts, wallet, verification & reports.
Tickets, SLAs, onboarding checklist, branding dispatch tracking.
Price list, taxes, templates, approval rules, roles & permissions.
Centralised pricing by brand, wattage, structure & system type.
A solar quotation is a formal offer detailing system size (kW), components (panels, inverter, structure), services (design, installation, net-metering) and total price with taxes. Good quotes also include warranty, exclusions, delivery timelines and payment milestones.
Residential quotes typically emphasize aesthetics, warranties and simplified payment schedules. Commercial/industrial quotes focus on LCOE, payback and performance guarantees. Our builder supports both tracks with distinct templates.
Common reasons include unclear scope, missing BOQ, hidden charges, and slow TAT. Our templates enforce clarity and reduce back-and-forth, while tracked links tell you when the client views the quote.
Ready-to-use samples for residential, commercial and industrial projects. Fully brandable.
Start free, scale with your team. Annual billing saves 20%.
“Earlier we needed a day to build a clean quote. Now it’s 10 minutes, with e-sign and payment in the same link.”
“DCR toggles and assumptions make residential proposals crystal clear. Approval flow keeps margins safe.”
“BOQ auto-calc and branded PDFs make us look premium. Clients sign faster.”
Yes. Manage panel/inverter brands, structure types, taxes, margins, milestone payments and warranty text from the admin panel.
Yes. Toggle DCR/Non-DCR and record assumptions like subsidy eligibility. Assumptions are included in the PDF to avoid disputes.
Yes, define TL/Manager approvals with guardrails on margin and discounts, plus branch-level permissions.
Yes. One-click share creates a tracked link and a crisp PDF for WhatsApp and email.
Yes. Convert won quotes into EPC Projects with tasks, vendor assignment, material and net-metering, plus Finance for invoices & receipts.
Create your free account now. Import your pricing and start closing.
