How to optimise your solar proposals

Understanding how your Proposal affects your Conversion

In the competitive solar installation market, proposal conversion rates reveal a fascinating story. With Solar Monkey’s data showing that 1 in 4 proposals are accepted, top-performing installers achieve up to 50% conversion rates—a significant difference that’s no coincidence. This is of course a combination of your proposal and the rest of your sales process. But how can you optimise your solar proposal design to boost your conversion?

Key Components of an Effective Solar Proposal

1. Personalisation

Customers want a proposal that feels like it’s uniquely crafted for their specific needs. They value companies that show a deep understanding of their particular energy requirements rather than offering one-size-fits-all packages.

Additionally, prospects like clear overviews of potential long-term energy savings, which makes it easy for them to visualise the concrete benefits of choosing your solution over competitors.

This personalised approach helps establish trust and positions your offering as a thoughtful response to their individual situation.

2. Credibility

Credibility isn’t just about having the right information—it’s about presenting it in a way that builds confidence and excitement about the solar journey you’re offering your customers. You can do this in a couple of ways:

Include customer testimonials
Mention the number of installations you’ve done
Highlight the years of experience you have

After all, a proposal that looks professional reflects a company that delivers professional results!

3. Reliability

A proposal should establish your expertise from the first glance. You can do this by including a system breakdown that demonstrates your technical knowledge and the accuracy of your calculations. This shouldn’t be explained in difficult terms or lengthy documents. You need the right tool that can create this for you.

4. Clarity

Effective proposals cut through complexity with simplified technical language that anyone can understand. They feature clear cost breakdowns and visual system representations that help customers immediately grasp what they’re getting.

The best proposals make your value proposition crystal clear and provide transparent ROI calculations that build trust. Remember, when customers easily understand what you’re offering, they’re much more likely to say yes! Make sure that you include easy graphs about the payback time, self-consumption and self-sufficiency of the system you’ve created.

Solar Monkey: Revolutionising Solar Proposal Design

At Solar Monkey we want to make sure that you have the tools to succeed. Our proposal tool gives you the edge over competitors by being able to:

Create Comprehensive Visuals that Convince

We understand that modern homeowners want more than just solar. Our software enables installers to create a multi-product solar proposal design that showcases solar panel systems, heat pumps, batteries or EV-chargers. Or even better: a combination.

Easily Customise Your Proposal

With our easy-to-use templates, you can create professional proposals in minutes, not hours.

Just drag and drop the elements you want in your proposal, from images to graphs, to quickly assemble compelling documents without design expertise. Apply your brand-specific customisation with just a few clicks, ensuring every proposal reinforces your company identity. The result?

Quick, professional proposals in your style that impresses prospects while saving you valuable time. Solar Monkey gives you the tools to stand out from competitors with proposals that look custom-built but require minimal effort on your part!

You can even take it one step further by creating your own custom offer. In our data we see that custom offers convert 24% better on average than our standard offers. Curious what your offer could look like? Take a look here.