BOQ & Proposal Module

From site survey to signed proposal - in hours, not days

Auto-generate detailed Bills of Quantities from system size, route through internal approval and send a branded client proposal - all without leaving SolarCrm. No Excel, no copy-paste, no errors.

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BOQ - Proposal #P-291 · Nexgen Facilities · 50kW
50kW
System size
C&I Rooftop
93
Panels (540W)
Auto-calc
$106,870
Total BOQ value
Incl. labour
ItemSpecQtyTotalStatus
Solar Panel540W Mono PERC93$53,940Confirmed
String Inverter50kW 3-phase1$25,500Confirmed
DC Cable (4mm²)PV-rated320m$3,840Pending
Mounting StructureGI Hot-dip1 lot$8,560Confirmed
Installation LabourPer kWp50$12,500Review
Key capabilities

Everything from survey to signature

Six capabilities that take your proposal process from scattered and slow to structured and fast.

Auto-generate BOQ from system size

Enter the system capacity (kWp) and SolarCrm auto-calculates panel count, inverter size, cable lengths, mounting structure, BOS components and labour - no manual Excel work.

Internal approval workflow

Route the BOQ through your internal approval chain before sending to the client. Assign reviewers, add comments, track approval status - no more back-and-forth on WhatsApp.

Branded proposal generation

Convert an approved BOQ into a professional client proposal with your company branding, system specs, estimated savings, payback period and pricing - in one click.

E-signature & deal close

Send proposals for digital signature. When the client signs, SolarCrm automatically marks the deal as Won and creates a new project - no manual handoff between sales and operations.

BOQ revision management

Manage proposal revisions cleanly. Each version is tracked with change history. Send updated proposals without losing the original. Client always sees the latest version.

Linked to site survey & project

BOQ data flows directly from the site survey assessment. Once the deal is won, the approved BOQ becomes the project's material plan - feeding inventory requisitions automatically.

The workflow

Site survey to signed deal - 5 steps

01
Site Assessment
System size confirmed, roof data captured
02
Auto-generate BOQ
All components, quantities & pricing calculated
03
Internal Approval
Reviewer checks & approves BOQ
04
Send Proposal
Branded PDF with e-sign sent to client
05
Deal Won → Project
Signed deal auto-creates project & material plan
FAQ

BOQ & Proposal questions

Yes. SolarCrm lets you build your own product catalogue with standard components, specs and pricing. When you generate a BOQ, it pulls from your catalogue - so every quote reflects your actual products and margins.

Stop building BOQs in Excel

Generate accurate Bills of Quantities, get them approved and send proposals - all in under 30 minutes.

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