Real-World Examples of Solar Companies Using Software to Win More Deals

July 4, 2025
As the solar industry continues to rapidly grow, the pressure is on for installation companies to stand out, streamline operations, and close deals more efficiently. One of the most powerful tools helping companies rise to the occasion? Software.

From automated proposals to seamless asset management, digital platforms are transforming how solar companies operate. Enact Systems is at the forefront of this shift, offering a comprehensive cloud-based platform tailored to meet the needs of solar professionals at every stage, from design to project management to long-term performance monitoring.

Let’s take a look at some real-world examples of how solar companies are leveraging Enacts’ platform to win more deals, scale faster, and deliver better service to their customers.

Background

Sunniva Solar, a residential solar installer based in Spanish Fork, Utah, is known for its unique solar-integrated shade structures. Their innovative product not only provides backyard or driveway shade, but also powers homes with clean solar energy, a compelling combination of form and function. However, even with a standout offering, their internal processes needed a serious upgrade.

The Challenge

Before switching to Enact Systems, Sunniva relied on Word documents and Excel spreadsheets to manually generate proposals; a process that could take hours for even a simple two-page document. The inefficiency was cutting into their ability to respond to leads quickly and scale operations. Every field had to be manually calculated and entered, making the proposal process tedious and error-prone.

On top of that, training new team members on this outdated system was difficult. The sales team often struggled to understand how to factor in tax incentives and create accurate, customized designs, which slowed down onboarding and impacted their ability to close deals efficiently.

The Solution

After adopting Enact’s all-in-one platform, Sunniva Solar was able to streamline nearly every step of its sales and proposal workflow. They implemented features such as:

  • Remote site design tools using satellite imaging and 3D modeling
  • Custom solar proposal generation that enables instant, editable presentations
  • Contract and document management with e-signatures and templates
  • Lead tracking and project dashboards for team-wide visibility
  • Automated workflows and reminders to keep projects on track

The transition didn’t just upgrade their software, it upgraded their entire sales approach!

The Outcome

The impact of switching to Enact was immediate and measurable:

  • Proposal creation time dropped from hours to just minutes: reps can now build, edit, and deliver proposals in under 10 minutes.
  • New employee onboarding became faster and easier, thanks to Enacts user-friendly interface and intuitive tools.
  • Customer satisfaction increased as clients received clear, visually compelling proposals and better communication throughout the sales journey.
  • Customization became effortless: Sunniva uses different panels and inverters than typical solar companies and Enact allowed them to tailor every proposal to reflect that.
  • Ongoing support from Enacts team has ensured continued success, with regular check-ins and hands-on help since day one.

📘 Read the full case study →

Background

Rubicon Energy is the renewable energy division of Rubicon Group, headquartered in Cape Town, South Africa. As the country’s largest supplier of solar systems and components to the commercial sector, Rubicon also leads in providing clean energy storage, EV charging infrastructure, and solar lighting. With a wide distribution network and a commitment to innovation, Rubicon saw a clear opportunity to enhance its digital ecosystem for installer partners.

The Challenge

Rubicon wanted to deliver a streamlined, all-in-one digital experience for its installer and customer base. The goal was ambitious: create a single platform where solar professionals could design systems, generate proposals, manage customer relationships, and procure components, all without leaving the interface. Achieving this required deep integration between Rubicon’s existing e-commerce infrastructure and a powerful solar design tool.

The Solution

In 2020, Rubicon entered into a strategic partnership with Enact to co-develop a customized solar project management platform. Built on Enact’s powerful design and proposal software, this new platform was fully integrated with Rubicon’s e-commerce system. Now, installers using the Rubicon Energy platform can:

  • Design residential and commercial systems tailored to customer needs
  • Generate proposals and close contracts seamlessly
  • Procure necessary hardware directly through the connected online store

The result: a seamless end-to-end digital workflow tailored to the solar industry.

The Solution

Rubicon’s integrated platform delivered immediate value:

  • Simplified the customer and installer digital experience, from system design to hardware ordering
  • Boosted operational efficiency by eliminating the need for multiple tools or manual coordination
  • Established a scalable digital model for solar distributors across the region

By bridging the gap between project design and procurement, Rubicon and Enact are helping solar professionals across South Africa work smarter, faster, and with greater confidence.

📘 Read the full case study →

Background

CollectiveSun is dedicated to helping nonprofits and tax-exempt organizations across the U.S. fund and manage solar energy projects. Through an innovative financing model that applies federal tax credits to reduce the cost of solar projects over 50kW by 12%, CollectiveSun makes clean energy more accessible for organizations that traditionally face financial barriers to adoption.

The Challenge

As CollectiveSun’s portfolio of solar and storage projects grew, so did the complexity of managing performance data and reporting requirements across a wide range of inverter types. To support long-term success and transparency, the organization needed a centralized platform that could monitor performance, simplify reporting, and enhance communication with stakeholders.

The Solution

CollectiveSun turned to Enacts consumer-facing asset management platform to meet its evolving needs. The platform enabled CollectiveSun to:

  • Monitor commercial solar and storage assets in real time
  • Track performance across multiple inverter OEMs on one unified system
  • Deliver easy-to-understand reports to both internal teams and nonprofit stakeholders

This solution gave CollectiveSun a powerful tool to maintain the financial integrity of their projects while ensuring peak system performance.

The Solution

With Enacts platform in place, CollectiveSun achieved:

  • Streamlined performance reporting for portfolio owners and nonprofit partners
  • Improved oversight and management of growing solar and storage assets
  • A stronger financial case for nonprofits, helping demonstrate the long-term savings and impact of solar adoption

📘 Read the full case study →

Each of the companies highlighted in these case studies faced different challenges, from proposal inefficiencies to complex fleet monitoring and e-commerce integration. Yet, they all found tailored solutions through Enact’s robust, flexible platform.

Whether it’s streamlining design and proposal workflows with solar design software, improving accuracy and professionalism with solar proposal software, or simplifying long-term oversight with solar asset management software, Enact empowers solar companies to optimize operations and win more deals.

As the solar industry continues to grow and evolve, digital transformation is no longer a nice-to-have, it’s a competitive necessity. Enact Systems is leading the charge, helping businesses of all sizes turn software into a strategic advantage.

Ready to see how solar software can help your business grow?
Learn more about Enact Systems here or schedule a demo to see the platform in action.

Whatsapp