Solar Estimate Template — Free Estimate Generator for Solar Contractors
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Solar estimate template

Solar Estimate Template

Everything a solar installer should put on an estimate — the line items you actually bill for, a worked example with real numbers, and the three mistakes that cost solar installers the most money. Then send it in about a minute.

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What an solar estimate is for

An estimate is not a quote, and the difference matters legally and financially. An estimate is your best assessment before everything is known — which means the document has to say, in writing, what could move the number and by how much.

For solar installers selling to homeowners and commercial property owners, the estimate is usually the only thing the customer compares side by side against two competitors. It is doing sales work whether you designed it to or not.

The unit that trips this trade up: Solar quotes are compared on price per watt, so the system size in kW DC belongs at the top of the document.

Non-negotiables

What every solar estimate must have

Line items

What solar installers bill for

These are the lines that show up on most solar estimates, with the unit each is normally priced in. Ranges are illustrative planning figures, not market data — your own costs, region, and margin decide the real number.

Line itemUnitTypical range
Solar modules, supplied and installedwatt DC$2–$3
Inverter or microinverterseach$1,200–$4,500
Battery storageeach$8,000–$18,000
Racking and mounting hardwareeach$800–$3,000
Main panel upgrade (if required)each$2,200–$5,500
Permit, plan set, and inspectioneach$500–$2,500
Utility interconnection applicationeach$250–$900
Monitoring and commissioningeach$300–$1,200

Typical deposit convention: Deposit at contract, progress payment at install, balance at PTO.

Worked example

Solar estimate example

A realistic job, priced line by line, with the arithmetic shown the way a customer sees it:

7.2 kW rooftop system, no battery Q-0042 · Example estimate
DescriptionQtyUnit priceLine total
7.2 kW DC modules — supplied and installed7,200$2.35$16,920.00
Microinverters and rapid shutdown1$2,850.00$2,850.00
Racking, flashing and roof penetration seal1$1,650.00$1,650.00
Permit, structural plan set and inspection1$1,450.00$1,450.00
Utility interconnection and PTO coordination1$650.00$650.00
Subtotal$23,520.00
Total$23,520.00

Notice that every assumption is a line rather than a conversation. That is the whole difference between an estimate that holds up and one that gets renegotiated in a driveway.

What goes wrong

Three mistakes that cost solar installers money

Quoting production as a promise

Estimated annual kWh is a model, not a guarantee. Label it as an estimate on the document, name the assumptions, and never let it read as a warranted number.

Not separating the incentive

Customers hear the net-of-tax-credit price and remember it as the price. Show gross system price, then the incentive as separate information, and state plainly that eligibility is between them and their tax advisor.

Silence on interconnection timing

Permission to operate is the utility's schedule, not yours. A solar quote that implies a completion date without naming the PTO dependency creates an angry customer sitting next to a dark array.

Sending it

How to send an solar estimate in about a minute

A template is only half the job — the estimate still has to reach the customer in a form they can act on. With SendQuoteNow you add the customer, add your line items, and hit send. Your customer gets a branded PDF plus a link where they approve or decline with one click, and you get an email the moment they do.

See exactly how it works →

Questions

Solar estimate FAQ

System size in kW DC; module and inverter make and model; price per watt; racking and roof attachment method; main panel upgrade if required; permit and plan set; utility interconnection; estimated annual production clearly labeled as an estimate; and warranty terms for modules, inverter, and workmanship separately.
Show the gross price as the contract price and present any incentive as separate, clearly-labeled information with a note that eligibility depends on the customer's tax situation. Quoting net-of-credit as the price is where solar disputes start.
Break it into permit, install, inspection, and utility PTO, and state which of those you control. Installers who name the PTO dependency in writing take far fewer angry calls in month two.
Yes. Create a free SendQuoteNow account and send up to 5 documents a month — estimates, invoices and purchase orders all count toward the same 5 — with no credit card. Unlimited is $4.99 a month.

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