Solar configurator and quoting software for installers and manufacturers
Configurix connects site inputs, governed solar equipment, visual layouts, account pricing, proposals, approvals and optional order data in one traceable project—while keeping irradiance, yield, electrical, structural and financial assumptions explicit.
One connected solar project
Site inputs, equipment, layout, price, proposal and review status stay connected.
Solar configuration software defined
Solar product configuration begins with a defined project and governed equipment data. The workflow can connect building or site zones, permitted module and mounting families, inverter and storage packages, electrical accessories, services and commercial rules while preserving the source and status of the inputs.
A 3D layout makes the proposal understandable. Users can see module placement, roof or canopy coverage, excluded zones, batteries, inverters and charging equipment. That visual context supports customer communication and review, but does not independently validate irradiance, shade, energy yield, roof condition, loading, fixing, electrical design, fire access or grid connection.
Visual CPQ connects the accepted equipment package to account prices, labour, access, permits, commissioning, proposals, revisions and approvals. Installers and manufacturers can govern shared catalogues while distributors, branches, dealer teams and customers receive the products, terms, languages and documents intended for them.
Specialist solar calculations can be integrated when the method, dataset, inputs, units and acceptance process are defined. Otherwise Configurix should capture an approved capacity or analysis result and preserve its source rather than inventing a production or savings figure from an attractive layout.
The implementation is built from accepted equipment data, layout rules, prices, documents and review conditions—not from a generic panel texture placed on a roof image.
Capture the location, geometry and status needed to begin configuration.
Build permitted arrays from the seller's actual catalogue.
Keep the offered system and dependent products coherent.
Communicate the proposal without hiding where results come from.
Use one project across direct, installer and channel sales.
Preserve the accepted configuration beyond the visual layout.
One connected process
Sales, survey, distributor and technical teams can continue from the same versioned project while the interface distinguishes entered, derived, imported, calculated, visual and approved information.
Define the opportunity
Record the location, geometry, obstacles, access, supply, consumption and evidence available at this stage.
Configure equipment
Apply module, mounting, inverter, storage, charger, accessory and availability rules to the project.
Create the proposal
Use authorised account terms and present accepted visuals, equipment, estimates, sources and assumptions.
Review and hand off
Route survey and technical conditions before passing accepted equipment and commercial data downstream.
Installers and manufacturers should test equipment rules, data sources, account pricing, revisions and handoff while keeping solar-analysis and engineering responsibilities explicit.
| Requirement | Configurix solar implementation | Generic visualizer or calculator |
|---|---|---|
| Input and data provenance | Site, survey, equipment, calculation source, assumptions and version can remain attached to the project. | May show panels or return a yield estimate without preserving the complete sales and review context. |
| Product and compatibility rules | Modules, mounting, inverters, storage, chargers, accessories and market availability can follow governed data. | Often focuses on one calculation or visual layer rather than the full sellable equipment package. |
| Engineering boundaries | Entered, imported, calculated, visual and review-required information can be labelled and routed appropriately. | May blur indicative layout or production estimates with structural, electrical or regulatory approval. |
| Account pricing and proposals | The same project can use installer or customer catalogues, prices, labour, discounts, margins and approvals. | Commercial terms may be recreated later in spreadsheets, CRM or a separate proposal tool. |
| Project and order continuation | Accepted equipment, price, proposal, sources and review status can continue into defined downstream systems. | Usually ends with an image, estimate or PDF that another team must reconstruct. |
Solar configurator and proposal software FAQ
PV layouts, mounting, inverters, storage, EV charging, yield sources, pricing, proposals, BOM, integrations and engineering boundaries.
Related pages cover solar canopies, B2B channels, websites, integrations, requirements and representative configuration examples.
Solar canopies and structures
Model bays, spans, posts, solar roofs, drainage, EV preparation, live pricing and project handoff.
Distributor and installer networks
Plan assigned equipment catalogues, account pricing, permissions, branded proposals and orders.
Customer acquisition
Plan an indexable, mobile-first solar journey with saved projects, calls to action and CRM handoff.
Connected systems
Define ownership, versions and acceptance for solar analysis, CRM, ERP, order and analytics data.
Industry examples
Compare solar configuration with other products through inputs, rules, visuals, prices and outputs.
Vendor evaluation
Turn product, analysis, pricing, proposal, integration and review needs into testable requirements.
A free, no-obligation walkthrough tailored to how your team configures, quotes and delivers.
Book a demo
Talk through your catalog, rules and sales flow with us.
