A home solar quotation needs five things: the system size, the price with GST, the subsidy shown as its own line, the payment terms, and your company details. Work through them in that order and the numbers stay consistent from the first draft to the signed copy.
1. Start from the system size
Everything else follows from the capacity in kW. Take it from the customer's electricity bill and the usable roof area, not from a round number you happen to quote often.
If you design the roof first, the panel count and the capacity come from the layout, and the quotation should read them from there instead of asking someone to type them again.
2. Choose how you price it
There are two common ways, and many installers use both depending on the customer.
- Rate per kW: capacity multiplied by your rate. Fast to produce, easy for the customer to compare.
- Line items: modules, inverter, structure, cables, earthing, installation and net metering, each with its own quantity and price. Slower, but it shows what the customer is paying for and lets you change one component without redoing the sum.
3. Apply GST by place of supply
Put the HSN code on each line. If your company and the customer are in the same state, the tax is split into CGST and SGST. If they are in different states, it is IGST.
Solar supply and installation can be taxed differently, and many installers quote a composite rate. Which rate you charge is for your accountant to confirm, and rates change by notification, so check the current one before you set it in your template.
4. Show the subsidy as a separate line
For residential rooftop systems under the PM Surya Ghar: Muft Bijli Yojana, the scheme publishes a central subsidy: Rs 30,000 per kW for the first 2 kW and Rs 18,000 for the third kW, with a ceiling of Rs 78,000 for systems of 3 kW and above. Confirm the current slabs and the eligibility rules on the official portal (pmsuryaghar.gov.in) before you quote, because they are set by the government and can change.
Show the full price, then the subsidy, then the net cost after subsidy. Say plainly that the customer pays the full price first and that the subsidy is paid into their bank account through the national portal after commissioning and inspection. Do not promise a date.
5. Add payment terms, validity and warranty
- Stage payments: for example an advance, a payment on material delivery and a balance on commissioning.
- A validity date, so an old price does not come back as a dispute.
- Warranty on modules, inverter and workmanship, as the manufacturers and you actually give it.
- Your company name, GSTIN, address and bank details.
6. Send it where the customer reads it
Most customers open a quotation on their phone, so send a clean PDF on WhatsApp, with your logo on it. A link the customer can open and accept online saves a round of calls, and you can see when it was viewed.
How RAYVO does this
In RAYVO you create the quotation from the lead, enter the capacity and your rate per kW (or add line items), and RAYVO applies GST by place of supply and the PM Surya Ghar subsidy line. It produces a branded PDF, shares it on WhatsApp, and lets the customer accept from a link. The subsidy slab and the GST treatment are set in your settings, so you change them once when the rules change.
Checklist before you send
- Capacity matches the design and the bill.
- HSN codes and the GST split are right for the customer's state.
- Subsidy is its own line and the net cost is shown.
- Payment stages add up to the total.
- Validity date, warranty and company details are present.