Proposal Builder
CUSTOMER
USAGE
ROOF
DESIGN
PRICE
PROPOSAL
Stage 1:
Customer Info
Customer's Name:
Customer's Phone #:
Customer's Email:
Street Number & Name:
Zip Code:
Select the Utility Provider:
NV Energy
Black Hills
Choctaw Electric
Fort Collins
Heber L&P
Holy Cross Energy
OPD5
PG&E
Rocky Mountain Power
SoCal Edison
United Power
Xcel
TID
Grand Valley Power
Socorro Electric
PNM - New Mexico
Boulder City
San Isabel Electric (SIEA)
LADWP
FPL
Pool?
No
Yes
Check Customer
Review Customer Information
Select the center of the roof with the circle marker tool.
Confirm Customer
Stage 2:
Enter Current Usage
Select the energy usage model:
Average Month
Annual Dollars
Annual kWh
12 Month Dollars
12 Month kWh
Select the month on their bill
January
February
March
April
May
June
July
August
September
October
November
December
This month's energy spent ($):
This month's energy used (kwh):
This month's energy spent ($):
January:
February:
March:
April:
May:
June:
July:
August:
September:
October:
November:
December:
January:
February:
March:
April:
May:
June:
July:
August:
September:
October:
November:
December:
What is the amount for their annual bill ($):
What is their annual kWh usage?
Give the energy savings % they will recieve from addons (eg. Nest, LED lights, Pool Pump, etc.):
Check Usage
Review Usage Information
Input usage information and review that it is correct.
Confirm Usage
Stage 3:
Draw Roof Faces
Choose the module:
REC-365
REC-400
Canadian-345
JA Solar-395
Choose the inverter maker:
SolarEdge
Enphase
Roof Slope:
flat
normal
steep
Percent of shading on the roof (%):
If 50% of panels are shaded 50% of the day then shading is 25%
Review Roof Side(s) Information
1. DRAW roof faces for groups of modules with the Hexagon Tool.
2. Select the BOTTOM of EACH roof face you drew with the Circle Tool.
Do not carve out small indents in the roof (You will be able to deselect panels later on).
Confirm Roof Faces
Stage 4:
Panel Layout
Max system offset desired (%):
Build Design
Review Panel Layout
Design the panel layout
Confirm Design Layout
Stage 5:
Pricing and Payment Terms
Choose the net price per watt ($):
Select the payment type:
Cash
Loan
Which lender?
Sunlight
Select the loan product:
Assumptions
Choose the local utility inflation per year (%):
Choose the federal ITC for this year (%):
Check Pricing
Review Pricing Information
Shows your pricing options for this design
Confirm Pricing
Stage 6:
Build Presentation
Date of presentation
Choose how may days until installation:
Enter 2nd Customer Name or leave blank if none.
Who do we send the proposal to?
Don Delgado
Alex Mandel
Nico Mandel
John Fish
Zachary Foulkrod
Nathaniel Caba
Crystian Mendoza
Travis Sagocio
Who set the appointment?
Alex Mandel
Check Proposal
Final Review of Proposal Information
Review the information below before submitting the proposal
Build Proposal