System Design & Proposal Tools
Master project design, battery modeling, tariff configuration, and proposal customization in OpenSolar to create accurate and compelling solar solutions.
Swipe Proposal
Document Management
- Attach PDF Documents to the Sales Proposal
- Create a Change Order document
- Generate a PV (Solar) Site Information Plan
- Generating the Energy Yield Report document
- Owner's Manual
- Sun-path Diagram
Navigating & Sharing Proposals
- Change the Language of your Proposal
- Customize Scroll Proposals with Live Preview
- Featured Figures in the Proposal
- How OpenSolar calculates financial savings
- How the daily energy flow chart works
- How to customize the email subject/message your customer will receive
Advanced Design Features
- Battery Design Assistant on OpenSolar [UK, AU, US]
- Calculating Voltage Rise on OpenSolar
- Different Edge Types
- Elevated Structures - How to Design Elevated Mounts on Indian RCC Rooftops
- Elevated Structures - How to Design RCC Rooftops
- Exporting a .DXF (CAD data file)
Designing Solar Projects in OpenSolar
- 3D Interactive Proposals — Installer Guide
- Add custom cost and price Adders per system
- Adding different types of batteries to your project
- Adding Multiple Panel Types on the Same System
- Adding multiple system options
- Adding payment options to the project
Selecting Utility Rates & Managing Usage Data
- How to Add a Heat Pump System in Projects (Beta)
- How to Add Gas Data in Projects (Beta)
- How to Add Vehicles (EV & Transportation Load) (Beta)
- How to customize electricity usage
- How to export rates based on solar system size
- How to select the correct electricity utility/tariff