Free Solar Installation Quote Template & Generator
A solar quote gets read by three parties who each want something different from it: the homeowner wants the price, the building department wants the design, and the utility wants the interconnection detail. This one states DC system size and module count, the exact module and inverter models, the roof planes and attachment method, which permit and utility fees are passed through at cost, what each payment is tied to, and which site conditions would trigger a priced change order.
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| Description | Qty | Rate | Amount |
|---|---|---|---|
| System design and permitting | 1 | $1,850.00 | $1,850.00 |
| Solar equipment package | 1 | $14,200.00 | $14,200.00 |
| Installation and commissioning | 1 | $6,800.00 | $6,800.00 |
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Use-case checklist
What to include in a solar installation quote
Solar quotes fail in two predictable places. The first is equipment: "an 8.4 kW system" with no model numbers leaves room for a cheaper module or a different inverter topology to arrive on install day, and the homeowner who spent a weekend researching your quoted panel will notice. The second is the service panel. If the existing panel cannot host the interconnection and the quote never raised it, that becomes a mid-project conversation about $3,400 nobody budgeted, with the array already racked and the utility application pending. Naming the assumed panel, the assumed roof condition, and a priced change order for each keeps a site condition from turning into an argument about what you should have known.
- system size and equipment models
- design, permit, installation, and interconnection
- electrical or roof assumptions
- monitoring and workmanship warranties
- price, payment schedule, incentives assumptions, and exclusions
Example starting lines
| Description | Qty | Rate |
|---|---|---|
| System design and permitting | 1 | $1,850 |
| Solar equipment package | 1 | $14,200 |
| Installation and commissioning | 1 | $6,800 |
Complete it cleanly
State DC system size, module and inverter models, layout assumptions, monitoring, permit and utility work, roof or panel upgrades, warranties, schedule, incentives assumptions, and exclusions. Avoid presenting estimated savings as guaranteed.
How to make a solar installation quote in 6 steps
Open the quote generator
Start from this page so the quote opens with fields and sample lines already set up for residential solar installers and energy contractors. No account is needed to create or preview.
Enter both parties
Add your business name, address and contact details, then the customer name and address exactly as they should appear on the record.
Add the solar installation lines
Replace each sample line with the real work or goods. Make sure the document shows system size and equipment models, design, permit, installation, and interconnection, electrical or roof assumptions.
Check the figures
Totals calculate as you type. Confirm quantities, rates, any tax line and the final total against your own records before you send anything.
Set the reference and dates
Give the quote a unique number and the correct date so it can be traced later and matched to related documents.
Review and download the PDF
State DC system size, module and inverter models, layout assumptions, monitoring, permit and utility work, roof or panel upgrades, warranties, schedule, incentives assumptions, and exclusions. Avoid presenting estimated savings as guaranteed. Preview is free; a PDF download costs $4.99, or is included with Unlimited.
Worked example
An 8.4 kW rooftop array on three planes, panel upgrade excluded
Ridgeline Solar quotes Dana and Paul Hargrove on Apr 2, 2026 for an 8.40 kW DC rooftop array at 22 Larkspur Ct: 21 modules across three south and west composition-shingle planes, tied into the existing 200 A main panel through a 40 A backfed breaker.
- 21 × Meridian MS-400 monocrystalline modules, 400 W each, 8.40 kW DC total, at $330.00 each
- $6,930.00
- 1 × Aptera SI-7.6 string inverter with 21 module-level rapid shutdown devices
- $3,150.00
- Racking, flashings and attachments for three roof planes, composition shingle
- $1,890.00
- Balance of system: AC disconnect, conduit, wire management, and a 40 A backfed breaker sized for this example in the existing 200 A panel
- $1,420.00
- Design, stamped structural and electrical drawings, permit submittal, utility interconnection application
- $2,250.00
- Installation labor, 2 crew days, plus commissioning, monitoring gateway and homeowner walkthrough
- $5,400.00
- City permit and utility interconnection fees for this example, passed through at actual cost; amounts vary by jurisdiction
- $685.00
- Quote RS-2026-311 total, $2.59 per watt DC installed, held 30 days from Apr 2, 2026
- $21,725.00
- Payments: $2,172.50 at signing, $13,035.00 at equipment delivery, $6,517.50 after final inspection passes
- $21,725.00
- Excluded pending site conditions: main service panel upgrade (change order priced at $3,400.00), roof repair or replacement, tree trimming, trenching to a detached structure, battery storage
- $0.00
Do not fold an estimated tax credit, rebate or utility bill saving into the system price. Quote the installed cost, present any first-year production figure as modeled rather than promised, and send the homeowner to their own tax adviser and utility to confirm what they actually qualify for.
When this document is the right choice
Use this quote to present a fixed proposed price before work begins. A quote is best when scope and price are defined. Use an estimate instead when hidden conditions or an unfinished scope can materially change the final cost.
Frequently asked questions
Should a solar quote list module and inverter model numbers or just the system size?
List the models. "8.4 kW" describes a result; MS-400 modules and an SI-7.6 inverter describe what is going on the roof, and homeowners compare bids at that level. Model numbers also carry the warranty terms, the physical dimensions that drove your layout, and the rapid shutdown hardware count. If a module goes out of stock between quote and install, a named substitution clause saying you will supply equal or better output and warranty with written homeowner approval is far easier than explaining an unannounced swap afterward.
How do I handle the main panel upgrade when the site survey has not happened yet?
Quote it as a named exclusion with a price attached, the way the example does at $3,400.00. That way the homeowner sees the ceiling of their exposure before they sign, and you are not negotiating from the roof. State the assumption the quote relies on, here an existing 200 A main panel with room for a 40 A backfed breaker, and say that if the survey or the utility finds otherwise, the upgrade proceeds only on a signed change order. Treat the breaker and busbar sizing in the example as illustrative too: whether a 40 A backfed breaker can land in a given 200 A panel is decided by your licensed electrician and the authority having jurisdiction, not by a quote.
Can I show the federal tax credit on the quote to bring the number down?
Showing a net price that assumes an incentive is how quotes become complaints. Eligibility depends on the homeowner's own tax situation, and incentive programs change. Quote the installed cost, $21,725.00 here, and if you mention incentives at all, name the program and say the amount and eligibility must be confirmed with their tax adviser and their utility. Invoity is a document generator, not a tax adviser, and neither is your sales team.
What should the payment milestones be tied to on a solar job?
Tie them to events both sides can verify: contract signing, equipment delivered to the site, and final inspection passed. The example splits $21,725.00 into $2,172.50, $13,035.00 and $6,517.50 on exactly those three. Avoid tying a payment to "system energized," because permission to operate usually depends on the utility rather than on you, and holding your final payment hostage to their queue helps nobody. Some states cap residential deposits, so confirm the limits that apply where you install.
The roof is fourteen years old. What should the quote say about it?
Say what you inspected, what the price assumes, and what a re-roof later would cost the homeowner. Composition shingle on three planes, as in the example, is straightforward to mount on, but an array set over a roof with five years left in it has to come off and go back on, and a remove and reinstall on a 21 module system is a real number the homeowner has never been quoted. Put that rate on the page even though you hope nobody uses it. State the roof condition your price assumes, keep roof repair and replacement as a named exclusion the way this quote does, and if the roof is near the end of its life, tell them plainly to reroof first and hold the array. Then make clear who warrants what: you warrant your penetrations and flashings for a stated period, the roofer warrants the roof, and the homeowner who has both in writing is the one who does not end up standing between two companies after the first heavy rain.
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