Solar installation quotation
Quotation template for solar installers: solar module installation, inverter connection and generation performance testing. Download it as Excel or Word.
Templates by industry
- Solar module installation
- Inverter connection
- Generation performance testing
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Solar module installation", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Generation performance testing", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Confirm completed quantities, site photos, agreed test results and any remaining remedial work. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
Solar installers quote a rooftop or ground-mounted system with this template, from fixing the modules to connecting the inverter and testing that the system generates as designed. Customers compare offers mostly on system size and price per kilowatt, so state the number and rated power of the modules and the inverter model clearly. Grid connection approval, roof repairs and battery storage are frequent extras; say whether each is included rather than letting the customer assume.
Fields to prepare
- Deliverables and line items
- Solar module installation, Inverter connection, Generation performance testing: specify the planned quantity and delivery scope for each item.
- Solar module installation
- Give the module count, the rated power per module and the total capacity, and the mounting system for the roof type.
- Inverter connection
- Name the inverter model and capacity and the cable route from the array, including any isolators you fit.
- Generation performance testing
- Describe the tests at commissioning and the record handed over, and note that output depends on weather and orientation.
- Site and measured quantities
- Record the site, work zones, areas, lengths or counts, and access hours.
- Materials and work stages
- Specify materials, labor, removal, disposal and making-good allowances, and completion criteria for each stage.
- Scope to agree
- Specify module counts and capacity, inverter models, cabling scope, performance-test conditions and records.
Before sending
- Does “Solar module installation” say what is included and what quantity the price assumes?
- Would the customer read “Inverter connection” the way you do, including what it leaves out?
- Can you still honour the price of “Generation performance testing” on the last day the quotation is valid?
Show 3 more
- Agree how quantity changes following measurement or drawing revisions will be approved.
- Confirm client-supplied materials and work that other contractors must finish first.
- Check quote validity, the customer approval method and payment milestones.
Worked example with sample figures
The figures below are invented to show how the template adds up: 3 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Solar module installation | 1 × $180.00 | $180.00 |
| Inverter connection | 12 × $450.00 | $5,400.00 |
| Generation performance testing | 10 × $95.00 | $950.00 |
| Subtotal | $6,530.00 | |
| Sales tax (8%) | $522.40 | |
| Total | $7,052.40 | |
Quoted net amount $6,530.00, sales tax $522.40, quoted total $7,052.40.
What the document must show
The details a quotation has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write a quotation: format, example and checklist
Frequently asked questions
Should the application to connect to the grid be in the quotation?
If you prepare and submit it, add a line for that work. Rules and fees differ between network operators, so state that any charges from the operator are passed on at cost or paid by the customer directly.
How do I present the expected yearly generation?
If you give an estimate, put it in the notes as an estimate with the assumptions behind it, such as orientation and shading, and keep it out of the lines. It is not something the customer is buying, and it should not read like a promise.
What if the roof needs repair before installation?
Inspect it before quoting where you can, and add any repair as a separate line or exclude it in writing. Modules are expensive to remove and refit if the roof underneath fails later, so the customer should decide before installation.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $522.40 on a net amount of $6,530.00, for a total of $7,052.40. The editor recalculates all three when you change a quantity, a price or the country.
Can I email it to the customer?
Yes, from your own mail app. With a free account, the editor’s download menu offers Email this document, which opens your mail app with a message about the document already written. QuoteBill sends nothing itself, so save the PDF and attach it before you send.
Read next
Reading for the Solar installation quotation: How to write a quotation: format, example and checklist and Quotation vs invoice: differences and timing. The VAT and GST calculator adds tax to your quoted prices.