How to prepare commercial proposals for photovoltaic systems?

Every company needs to create budgets and prepare commercial proposals to offer their products and services. The commercial proposal or quote, as they are known, basically serves to describe the product or service offered, price and payment method.

Simple sales, with a low average ticket, require simpler and more objective proposals. In complex sales, with a high average ticket, as is the case with photovoltaic solar, they require personalized proposals, with previously worked information.

The proposal must be seen by your future client as an investment support tool. It should help the seller in the process of generating trust and differentiation.

But after all, what should a good commercial proposal for the sale of photovoltaic generators contain?

What should not be missing in a commercial proposal

I have listed below some characteristics and information that I consider essential for a good proposal. Every proposal must be formatted with the “face” and “personality” of each company or professional.

Starting by containing the same communication language that you want to convey to your audience. Here I talk about colors, fonts, graphic design, logo position, etc.

A proposal without communication content does not attract attention, becomes boring to read, does not cause enthusiasm and does not convey seriousness.

Try to develop a standard of communication language, professional and without improvisations. Expect an investment, even if small, to develop a good design.

The information that I consider essential is:

• Customer's full name;
• Basic data of the consumer unit: address or location, type of tile, type of electrical supply, average monthly consumption;
• Solar design: average monthly generation, total power in kWp, percentage of generation versus consumption;
• List of materials and services contained: brand and model of modules and inverters. Description of services;
• Warranty of equipment and services;
• Financial summary: savings generated on the account, financial return time;
• Necessary investment;
• Payment method/: include a financing simulation here;
• Validity of the proposal;
• Everything that sets the company apart;
• Disclaimer: with all premises used, items not included, general details.

Remember that just as important as creating a good proposal is keeping it alive. Learning from day-to-day life and making the necessary adjustments will make your proposal a sales tool and not just a pile of formalities.