Solar advisory workflow library

Solar advisory workflows that turn intake into client-ready packs.

Explore focused Solardeck workflows for proposals, SOWs, feasibility reports, trackers, intake forms, client portals, RFP responses, and polished PDF handoffs.

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Focused workflows

Client pack artifacts

Reviewed solar intake

Scattered document rebuilds

Start from the job to be done

Pick the workflow you need: proposal generation, SOWs, templates, trackers, portals, intake, RFP response, feasibility, or PDF handoff.

One intake feeds the pack

Solardeck keeps client details, utility context, assumptions, scope, milestones, and missing inputs connected from the start.

Client-ready output

Generate reviewed proposals, SOWs, assumptions, trackers, portals, and branded PDFs without exposing weak drafts.

Software workflows

Solar proposal and consultant software workflows

Solar Proposal SoftwareGenerate client-ready solar proposals from one intake.Solar proposal software for consultants that turns one intake into a reviewed proposal, SOW, tracker, client portal, and branded PDF export.Open Workflow

Solar Proposal GeneratorTurn a solar project brief into a full proposal pack.Use Solardeck as a solar proposal generator that creates proposals, SOWs, assumptions, missing-data requests, trackers, and PDF packs from one brief.Open Workflow

AI Solar Proposal GeneratorAI-draft solar advisory packs that stay private until reviewed.AI solar proposal generator for consultants: create reviewed proposals, SOWs, solar assumptions, trackers, and branded PDFs from one intake.Open Workflow

Commercial Solar Proposal SoftwareBuild stronger proposal packs for higher-value commercial PV work.Commercial solar proposal software for consultants preparing PV advisory proposals, SOWs, assumptions, milestones, and client-ready PDFs.Open Workflow

Solar Sales Proposal SoftwareHelp solar sales and advisory teams move from interest to scoped next step.Solar sales proposal software that helps consultants and sales teams create reviewed proposals, SOWs, trackers, portals, and PDFs quickly.Open Workflow

Solar Project Management SoftwareManage the proposal-to-delivery admin around solar advisory projects.Solar project management software focused on proposal-to-delivery admin: intake, SOWs, assumptions, milestones, client portal, and PDF handoff.Open Workflow

Solar Client PortalShare a branded solar advisory workspace instead of another email thread.Solar client portal for consultants: share branded project summaries, milestones, missing inputs, deliverables, confidence notes, and PDF downloads.Open Workflow

Solar Consultant SoftwareProposal, SOW, tracker, and client handoff software for solar consultants.Solar consultant software for freelance energy advisors and small shops that need intake, proposal packs, SOWs, trackers, portals, and PDFs.Open Workflow

Software For Solar ConsultantsCreate repeatable client-ready deliverables from every solar intake.Software for solar consultants that creates proposal packs, SOWs, assumptions, trackers, portals, and PDFs from one reviewed intake.Open Workflow

Solar Project Intake FormCollect the solar project inputs before the proposal goes sideways.Solar project intake form for consultants collecting site, utility, usage, system assumptions, commercial context, deliverables, risks, and client inputs.Open Workflow

Renewable Energy Proposal SoftwareCreate proposal packs for solar-led renewable energy advisory work.Renewable energy proposal software for consultants creating solar-led advisory proposals, SOWs, assumptions, trackers, portals, and PDF packs.Open Workflow

Solar RFP Response SoftwareRespond to solar RFPs with clearer scope, assumptions, and compliance notes.Solar RFP response software for consultants preparing structured proposal packs, SOWs, assumptions, missing-data requests, trackers, and PDFs.Open Workflow

Solar Proposal PDF GeneratorExport polished solar advisory PDFs that look ready to send.Solar proposal PDF generator for consultants exporting branded proposal packs with cover page, solar snapshot, SOW, assumptions, milestones, and approval page.Open Workflow

Templates and starting points

Solar templates that upgrade into the Solardeck workflow

Solar Proposal TemplateUse a better solar proposal template, then automate the next one.Get a solar proposal template structure for executive summary, scope, assumptions, risks, milestones, and branded PDF delivery with Solardeck.Open Workflow

Solar Project Proposal TemplateTemplate the project story, scope, assumptions, and delivery plan.Solar project proposal template for consultants who need client goals, site context, SOW, milestones, assumptions, and PDF handoff in one workflow.Open Workflow

Solar SOW TemplateCreate solar statements of work that are specific enough to protect the project.Solar SOW template and generator for advisory scopes, deliverables, responsibilities, exclusions, acceptance criteria, and branded PDFs.Open Workflow

Solar Scope Of Work TemplateClarify solar scope, assumptions, exclusions, and acceptance criteria.Solar scope of work template for consultants: define advisory phases, deliverables, responsibilities, exclusions, and acceptance criteria.Open Workflow

Solar Project Tracker TemplateGive clients a clean view of milestones, owners, inputs, and status.Solar project tracker template for consultants who need client milestones, deliverables, owners, missing inputs, status updates, portal, and PDF export.Open Workflow

Solar Intake Form TemplateCapture the data that makes a solar proposal credible.Solar intake form template for consultants collecting client goals, site details, utility data, usage, system assumptions, risks, and deliverables.Open Workflow

Solar Feasibility Report TemplatePackage feasibility findings into a client-ready advisory report.Solar feasibility report template for consultants covering goals, site, utility data, production assumptions, economics, risks, next actions, and PDF handoff.Open Workflow

One product, every proposal path

However the project starts, Solardeck turns it into the same premium advisory pack.

Start from a proposal, SOW, intake form, feasibility report, tracker, client portal, RFP response, or PDF need. Solardeck brings the work back to one reviewed solar intake.

Core promise repeated clearly

Turn messy solar intake into proposal, SOW, assumptions, milestone tracker, client portal, and branded PDF in one reviewed workflow.

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