Proposal software ranges from glorified PDF generators to full 3D design engines — the difference shows up in close rates.
What to check for
- Does it use the actual roof, or a generic template?
- Does it run a real shading analysis, not a rough estimate?
- Are subsidy numbers calculated automatically and correctly?
- Can it hand off cleanly into a CRM for follow-up?
"The best proposal software makes the customer's own roof the hero of the pitch — not a stock rendering."
| Feature | Why it matters |
|---|---|
| Real 3D roof | Trust |
| Shading analysis | Accuracy |
See this in action with Solar Proposal, paired with Solar 3D Design.