A business case they can sign
Put the specification, the savings case and the price in one branded link. The client picks their options, signs in the same page, and you get a dated record of what they agreed to. Made for commercial energy and renewables teams selling to businesses.
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What the facilities manager, finance and the board each need
From site survey to signed scheme, it stays in one link.
The numbers and the sign-off together
Specification, savings case and price sit in one link with the place to accept, so the client agrees to the scheme and the cost in a single action.
Options the client picks from
System size, battery storage, monitoring or an ongoing maintenance plan appear as choices the client selects, and the total updates as they do.
Know the moment they open it
Energy proposals go to a facilities manager, a finance director and sometimes a board. Qwilr emails you the first time it is opened, so you follow up while the scheme is still live.
How the proposal works
Specification and savings in one page
Put the system detail, the savings case, the accreditations and the warranty terms together as a page rather than a PDF pack with three attachments.
Saved blocks mean the technical sections and the compliance wording stay the same on every proposal, and the templates they come from are managed from the Templates Dashboard, which only account admins can reach.
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Let them choose the scheme
Present system options as packages the client picks one of, or as sections they select and deselect themselves. Battery storage, monitoring or a maintenance plan sit behind a checkbox and the total updates as they tick them.
One-off or recurring, and a variable line item lets the rate change by quantity where you price per panel or per kilowatt.
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Know where the decision has got to
A commercial energy proposal rarely gets decided by one person, and the person you sent it to is rarely the one who signs.
Read time block by block tells you whether the proposal reached the payback figures or stopped at the specification, and Qwilr emails you the first time it is opened. That email is the moment to pick up the phone, not a week later. An identification step, available from Growth, puts a name to each viewer so you know which part of the business is reading.
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Signed, with the deposit taken
The client signs in the page, and QwilrPay takes the deposit through Stripe. Set it as a flat fee or a percentage of the proposal total, which suits a deposit taken before equipment is ordered.
On acceptance the page locks and cannot be reversed, deleted or edited. The audit trail carries the acceptor's name, email and company with the timestamp, and downloads as a PDF, a JSON file or the agreement itself for the project file.
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What some of our 5,000+ customers say on G2
Simple to use and looks great
“The templated capabilities are fantastic and allow you to enhance proposals without having to re-invent the wheel.”
Qwilr stood out due to its simplicity and clarity
We quickly discovered that Qwilr offered us many more benefits beyond our initial need. This got us thinking about other areas of the business that would benefit from embedding the solution into their processes.
Automate the process of creating professional proposals
The finished product offers a very professional appearance to prospective clients who instantly feel like they are being courted by a capable and technically advanced agency.
We have been using Qwilr for several years and we love it
“I love the ease of creating a professional and easy-to-read proposal. It is also great to be able to update details on the proposal prior to signoff without re-submitting the whole thing and having to deal with multiple versions.”
We depend on Qwilr
Has made it much easier to create without a designer and just update from one event to the next.
Intuitive Solution, Stellar Support
“I can spin up proposals in under 5 minutes and edit them as I negotiate in real time. We have flexibility in our solutions, and Qwilr allows prospects to pick and choose options to generate a custom quote.”
The CRM updates when the scheme is signed
Connect HubSpot, Pipedrive or Zoho from the Starter plan, Microsoft Dynamics on Growth and Salesforce on Scale. When a proposal is accepted, declined or expires, the deal stage, the amount, the close date and the line items update on the record, and the audit trail attaches to the deal as a note.
Add QwilrPay, powered by Stripe, when you want the deposit collected inside the proposal. Solar design platforms and project systems are not native integrations, and connect through the open API.
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Templates to start from
Free reusable templates for commercial solar, retrofit, EPC and energy services proposals.
Browse all templates
Worth reading next
Guides from the Qwilr blog for energy and renewables teams.
How to write a solar proposal
Structuring a commercial proposal so it survives the facilities manager, finance and the board.
How to write a technical proposal
Putting engineering detail in front of a buyer who is not an engineer.
How to write a bid proposal
What tender and framework responses need, and how to reuse the standing sections.
Send a quote and collect payment on acceptance
Taking the deposit at signature rather than chasing an invoice afterwards.
Questions energy teams ask
Proposal software for energy and renewables produces the document you send to win a scheme: the system specification, the savings case, the price and the terms, with signature inside the document rather than in a separate signing tool.
What separates it from a document tool is what happens after you send. You can see what was read and by whom, and acceptance produces a dated record of exactly what the client agreed to.
It does not design the system. Teams pair it with whatever they already use for modelling and layout.
No, and that is worth saying plainly. Qwilr does not model irradiance, lay out arrays or run shading analysis.
If you need design and proposal in one tool, a solar-specific platform will suit you better. Qwilr is the client-facing document: it takes the numbers your design tool produces and puts them in a page a business buyer will read, with the options, the price and the signature in the same link.
Commercial teams tend to arrive here because the design tool's output looks like a technical report rather than a proposal.
Yes. A bid response is a page like any other, and the reusable blocks are what make it quick: your accreditations, your method statement, your health and safety policy and your past schemes stay saved and drop into each response.
Templates are managed from the Templates Dashboard, which only account admins can reach, so the compliance wording in a bid stays as the business approved it.
Where a portal wants a document rather than a link, you can generate a PDF of the page and get a public URL for it. There is also a Download PDF option you can switch on for the client, which is off by default.
At minimum: the site and the survey findings, the proposed specification, the expected generation or savings with the assumptions behind them, the price, the programme and the terms.
Business buyers also want what a technical report tends to leave out: your accreditations, your insurance position, the warranty terms and who they call when something fails in year four.
In Qwilr each of those is a block, so the standing sections stay consistent and only the site-specific numbers change. Qwilr's guide to writing a solar proposal works through the structure section by section.