Automatic Solar Proposal Generator: From Quote to Finance Options in Minutes

Most installers can produce a hardware quote quickly. What takes days is the thing the client actually decides on: what the system costs per month, under which structure, against what they pay for power today. That document usually lives in a spreadsheet that one person in the company knows how to drive, and every deal queues behind them.

An automatic proposal generator removes that queue. This post walks through how ArkFlow's generator works, from input to accepted proposal, and what "automatic" honestly means.

What goes in

The generator accepts the artefacts an installer already has, in whichever order they arrive:

• A supplier quote or bill of quantities. The system and its price, ready to be framed as finance options. No retyping line items.
• A municipal bill. Upload it and the consumption profile, tariff structure and rates fill themselves in.
• A pin on the roof. The roof is sized from satellite imagery where coverage exists, or drawn by hand where it does not.

The point is that the proposal starts from evidence, the bill and the quote, rather than from someone's recollection of what the client said on the phone.

What comes out

Within minutes, an issuable indicative proposal that prices every structure side by side: cash, asset finance, rent-to-own, subscription and PPA against the same system. Alongside the instalment, the proposal estimates the Section 12B tax position where ownership applies, models time-of-use and seasonal tariffs with escalation trajectories, and models load-shedding with battery dispatch.

That side-by-side view matters more than any single number. A client shown one financing option is being sold to; a client shown five priced structures is making a decision. The difference shows up in acceptance rates, which is the argument made in how EPCs win more deals with finance.

Sharing: a live link, not just a PDF

The proposal shares two ways. A branded PDF for the file, and a live client story view, a shareable link built for the decision maker rather than the analyst. The same deal keeps a full workbench view for whoever is doing the numbers.

Issued proposals are versioned snapshots. If the design or pricing changes later, the version the client saw is preserved, so nobody ever argues about what was on the page when they said yes.

Acceptance flows into the application

This is the part a standalone quoting tool cannot do. When the client accepts, the proposal becomes the start of a finance application, not the end of a sales process.

The accepted structure, the system and the client details carry straight into ArkFlow's guided application. Documents are read automatically, the deal is prequalified and KYC-checked, and it is packaged for the client's bank, the EPC's own lenders, or the ArkFlow lender panel. Nothing is retyped between the proposal and the bank. The full journey is described in what is a solar finance originator.

What "automatic" honestly means

Automatic means the transcription and assembly work is removed: reading the bill, deriving the tariff, pricing the structures, laying out the document. It does not mean judgement is removed.

Every calculation behind an ArkFlow proposal is deterministic, tested and shows its working. Where a document scan is unsure of a value, it is flagged for confirmation rather than silently guessed. And every figure in an indicative proposal is indicative only, not a credit offer; the lender does the formal underwriting after the client applies.

Who it is built for

The generator is built for commercial and industrial, agri and residential deals, and the tariff engine handles the structures those sites actually pay: time-of-use, seasonal rates and escalation paths. For sites preparing for energy trading and wheeling, the same engine models the tariff reality they operate under, which is what an honest proposal for such a site needs.

For a C&I or agri installer, the practical difference is queue time. The proposal that used to wait for the spreadsheet owner now comes back while the site contact is still on the phone. What separates this class of tool from a plain quoting tool is covered in solar quote generator vs proposal software.

What it costs

Nothing to start. Indicative proposals are included in the free owner account, with no card required. ArkFlow adds a 1% success fee to the bill of quantities only where a deal funds through its lender panel.

Sign up free and put your next quote through the generator.

Frequently asked questions

How fast is the proposal really?

Minutes. A municipal bill and a pin, or an existing quote or BOQ, produce an issuable indicative proposal with every structure priced. The time saved is mostly transcription and spreadsheet assembly, which is exactly the work worth automating.

Does it only work where satellite imagery exists?

No. Where coverage exists, the roof pre-fills from imagery. Where it does not, you draw the roof by hand and everything downstream runs identically, which is why the tool works across SADC and not only in mapped suburbs.

Can the client accept online?

Yes. The client receives a live, branded link, compares the structures and accepts into the guided finance application. The issued proposal is a versioned snapshot, so the accepted version never silently changes.

Are the numbers a credit offer?

No. All figures in an indicative proposal are indicative only and not a credit offer. The lender does the formal underwriting after the client applies, and the proposal says so plainly.