How to Create a Professional Solar Quotation for Your Client in 10 Minutes

Most solar installers in the Philippines still prepare quotations manually — an Excel sheet, a printed BOM, or worse, a handwritten estimate. The problem? It looks unprofessional, takes hours, and makes price comparisons easy for clients to shop around with.

Here's how to do it properly — with a fully itemized, branded proposal that builds trust and closes deals faster.

Step 1 — Log In to Your Installer Dashboard

Sign in at solarenergyph.shop as an installer, go to the Installer Dashboard, and click the Quotation tab.

Step 2 — Fill in Client Information

The quotation starts with a client information section:

• Client Name — used on the proposal cover and all documents
• Contact Number — for your reference
• Property Address — appears on the proposal; important for site-specific details
• Quote Date — auto-fills today's date; can be changed
• Reference / Invoice No. — e.g., INV-2026-001; helps you track quotes per client
• Prepared By — your name or company name, pulled from your profile
• Via / Referred By — track whether the client came via Walk-in, Referral, Facebook, or SolarEnergyPH lead

Step 3 — Configure the System

Select the system components exactly as discussed with your client:

• System type: Hybrid or Grid-Tied
• System size: 1 kW to 16 kW
• Solar panel brand and model
• Inverter brand and model
• Battery (if hybrid)
• Include installation or equipment-only quote

Step 4 — Review the Auto-Generated BOM

The quotation tool automatically builds a full Bill of Materials including:

• Panel line item — brand, model, wattage, quantity, unit price, subtotal
• Inverter line item — brand, model, rated kW, price
• Battery (if applicable)
• Mounting system, DC/AC wiring, protection devices
• Labor and installation
• Grand total investment

Every price uses current Philippine market rates — no more outdated spreadsheets.

Step 5 — Generate and Share the Proposal

Click Generate Proposal. The system creates a professional PDF document with:

• Your company logo and branding (from your Profile)
• Client name, address, and quote reference number
• Full itemized BOM with specifications and pricing
• System highlights: total kWp, monthly savings, payback period
• Monthly production chart
• 25-year savings summary

Share it via email, Viber, or print it on-site. Clients who receive a professional branded proposal close at 2-3x the rate of those who receive a text message quote.

Step 6 — Save the Quotation

Click Save Quotation. It appears in your Saved Quotations tab, where you can reload it, copy it for a similar client, or update it if prices change. Never lose a quote again.

Start using the Installer Dashboard free at solarenergyph.shop — Free Plan gives you unlimited quotations with no subscription fee.

Engr. Jason Morales — Founder, SolarEnergyPH