Sunwise Sales

Plans starting at $149 USD per month.
All plans include unlimited users. Schedule a demo to find the ideal plan for your business.

Pro

For growing solar sales teams.

$149.00 USD

Billed monthly

Includes 20 proposals per month

Additional from

Create an account

Contact us

🎨 3D Solar Design

Ⓘ

Essentials for solar sales

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3D Design + Google Sunroof

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Custom proposals

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Invoice Reader (WISE)

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CRM + Pipeline + Follow-ups

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Certified electricity rates

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Multi-user with roles

Scale ⭐

Companies with multiple branches and projects.

$279.00 USD

Billed monthly

Includes 40 proposals per month

Additional from

Create an account

Contact us

🔋 BESS + PML + MEM⚡

Ⓘ

Everything in the Pro plan and more:

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🔋 BESS Calculations · SAEE

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Electricity Market Prices

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Sunwise Analytics

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Development of Large-Scale Projects

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APIs & Integrations

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Priority Support

Enterprise

Ideal for utilities, EPCs, and solar market leaders.

Contact us

Customized plan

Customized proposal volume

VIP Onboarding and Coaching

Additional proposals are charged

Create an account

Contact us

🤖 AI Chat + Advanced Analytics

Ⓘ

Everything from the Scale plan and beyond:

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AI chat integrated into the platform

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MCP (Model Context Protocol) Server

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100% Custom Branding

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Guaranteed SLA

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Companies that provide products or services to installers or EPCs

Sales Pro

For growing solar sales teams.

$1,599.00 USD
$1,788 USD

💰 10.6% savings compared to a separate month

Invoiced annually

Includes 300 proposals per year

Additional from

Create an account

Contact us

🎨 3D Solar Design

Ⓘ

Essentials for solar sales

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PV 3D Design + Google Sunroof

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3D Photogrammetry

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Custom proposals

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Invoice Reader (WISE)

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CRM + Pipeline + Follow-ups

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Multi-user with roles

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APIs & Integrations

Sales Scale ⭐

Companies with multiple branches and projects.

$2,999.00 USD
$3,348 USD

💰 10.4% savings compared to a separate month

Invoiced annually

Includes 500 proposals per year

Additional from

Create an account

Contact us

🔋 BESS + PML + MEM ⚡

Ⓘ

Everything in the Pro plan and more:

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🔋 BESS Calculations · SAEE

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Electricity Market Prices

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Sunwise Analytics

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Development of Large-Scale Projects

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Market Analytics

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Priority Support

Enterprise

Ideal for utilities, EPCs, and solar market leaders.

Contact us

Customized Billing
Tailored Plan
Customized Proposal Volume
VIP Onboarding and Coaching

Customized plan

Customized proposal volume

VIP Onboarding and Coaching

Additional proposals are charged

Create an account

Contact us

🤖 AI Chat + Advanced Analytics

Ⓘ

Everything from the Scale plan and beyond:

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AI chat integrated into the platform

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100% Custom Branding

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Support as a corporate supplier

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Companies that provide products or services to installers or EPCs

Do you already have Sunwise After Sales? Combine it with Sales in a bundle

🔗 Shared customer base

Enter your contacts and projects once—they'll appear in both products without duplication.

🔄 Connected Lifecycle

Once the proposal becomes a project, it is transferred to After Sales as a plan with the inherited targets.

💰Bundle Discount

More options, more reports, and a preferential rate on the individual amount.

Detailed comparison

Click on each section to expand or collapse it.

Commercial Management and CRM
Pro
Scale
Enterprise
Opportunity management
Ⓘ
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CRM
Ⓘ
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Contact base
Ⓘ
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Commercial Dashboard
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Team collaboration
Ⓘ
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Personalized follow-up
Ⓘ
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Solar Design and Simulation
Pro
Scale
Enterprise
Calculation of solar irradiation
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Custom font Integration
Ⓘ
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Advanced PV layout design
Ⓘ
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Obstacle modeling
Ⓘ
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Drone image integration
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Shadow simulation
Ⓘ
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Consumption and rates
Pro
Scale
Enterprise
Modeling of electrical rates
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Certified rates by country
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Creation of custom rates
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Electricity consumption analysis
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Consumption profiles
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Load Chart Management
Ⓘ
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Batteries and Storage (BESS)
Pro
Scale
Enterprise
Energy backup
Ⓘ
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Isolated Systems
Ⓘ
-
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Energy and Power Curves
Ⓘ
-
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Time shifting
Ⓘ
-
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Peak shaving
Ⓘ
-
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Hybrid Simulation with Solar Surplus Loading
Ⓘ
-
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Proposals and documentation
Pro
Scale
Enterprise
Proposal generator
Ⓘ
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Proposals summary
Ⓘ
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Smart documents
Ⓘ
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Interactive proposals
Ⓘ
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Integrated electronic signature
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Financial integration
Ⓘ
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Integrations
Pro
Scale
Enterprise
Web Quoter
Ⓘ
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Integration of your favorite tools
Ⓘ
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Financial Alliances
Ⓘ
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LisaEnergy and SIPS
Ⓘ
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Support and training
Pro
Scale
Enterprise
Technical assistance
Ⓘ
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Scheduled video calls
Ⓘ
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Customized training
Ⓘ
-
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Corporate priority attention
Ⓘ
-
-
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Automation and Scalability
Pro
Scale
Enterprise
Multi-user access and permissions
Ⓘ
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Massive creation of projects
Ⓘ
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Massive Data Update
Ⓘ
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Multi-site management
Ⓘ
-
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Analysis and reporting
Pro
Scale
Enterprise
Analytic of CFE Rates (MX)
Ⓘ
-
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CRE Analytics (MX)
Ⓘ
-
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Sunwise Analytics (MX)
Ⓘ
-
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Customized advanced analysis
Ⓘ
-
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Personalization and branding
Pro
Scale
Enterprise
Configuration of roles and permissions
Ⓘ
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Custom branded portal
Ⓘ
-
-
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Feature
Pro
Scale
Enterprise
Solar Design and Quote
The tools your team uses to design a solar system from scratch: satellite map, layout, inverters, wiring, losses, and expected output. The technical backbone of Sunwise Sales.
3D rendering with Google Sunroof
Ⓘ
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Calculation of annual production
Ⓘ
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Panel and Inverter Library
Ⓘ
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Shadow simulation
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BESS (Battery and Energy Storage) Design
Ⓘ
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Single-line diagrams
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Photogrammetry and Drone Imaging
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BESS Design (6 Strategies)
Ⓘ
-
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Shadow Calculation
Coming soon
Coming soon
Coming soon
Proposals and Quotes
Everything your sales team needs to present a professional proposal to the client: branded PDFs, financial analysis, different versions, and an interactive proposal.
Proposals included per month
Ⓘ
$20/month
$40/month
Custom
PDF proposals with custom branding
Ⓘ
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Shareable interactive presentation
Ⓘ
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Embeddable online quote generator (lead capture)
Ⓘ
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Variations on the same proposal
Ⓘ
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PPA Proposals
Ⓘ
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100% Custom Branding
--> Custom-branded portal
Ⓘ
-
-
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Templates and smart documents
Everything your team delivers to the client—proposals, summaries, contracts—from a fully customizable visual editor, with smart fields that automatically populate with project data.
Sample templates
Ⓘ
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Proposal summary templates
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Project summary templates
Ⓘ
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Smart documents
Ⓘ
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Unlimited, 100% customizable templates
Ⓘ
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Dynamic smart tags
Ⓘ
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Custom templates by branch
Ⓘ
-
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Automation and large-scale projects
Upload entire client portfolios at once and let Sunwise automatically generate projects and proposals based on your presets. Where Scale really steps on the gas: AI agents that automatically build your pipeline.
Suggested Presets
Ⓘ
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Bulk Creation of Receipts (PDF, XML, PNG)
Ⓘ
-
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Autogeneration with AI Agents (WISE)
Ⓘ
-
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Bulk creation via LISA
Ⓘ
With the LISA Bundle
With the LISA Bundle
With the LISA Bundle
Financial analysis
Calculate and present to the client the return on investment, projected savings, cash flow, and various financing options. This transforms a technical proposal into a business decision.
Calculation of Savings and ROI
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Cash flow over 50 years
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In-house financing products
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Pre-integrated financial partners
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Tariff Library
Ⓘ
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Analysis of Current Customer Invoice
Ⓘ
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Hourly consumption profile
Ⓘ
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CRM and Sales Pipeline
Manage your opportunities, contacts, and sales follow-ups right within Sunwise—without relying on a separate CRM.
Contact and Opportunity Database
Ⓘ
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Staged sales pipeline
Ⓘ
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Tracking activities and notes
Ⓘ
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Advanced pipeline analytics
Ⓘ
-
-
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Market and Intelligence
Solar and electricity market data that enhances your proposals and gives you a competitive edge.
Solar data and historical irradiance
Ⓘ
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Market Analytics
Ⓘ
-
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Indexed electricity market prices
Ⓘ
-
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MBP (Power Balance Market)
Ⓘ
-
Coming soon
Coming soon
Integrations
Connect Sunwise to the tools you already use—CRM, financial software, Zapier, and online quote generators—so information flows seamlessly without having to copy and paste between platforms.
Integration with Zapier
Ⓘ
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Customizable integrations via API
Ⓘ
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Built-in AI Chat
Ⓘ
-
-
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Dedicated Engineering
Ⓘ
-
-
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Team Management and Organization
Control who sees what, assign roles and permissions by user, and manage multiple locations from a single platform. Everything you need to scale your business efficiently.
Unlimited users
Ⓘ
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Roles and permissions
Ⓘ
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Multi-location
Ⓘ
-
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Granular permissions by branch and plant
Ⓘ
-
-
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Unlimited branches with custom hierarchies
Ⓘ
-
-
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Support and service
Control who sees what, assign roles and permissions by user, and manage multiple locations from a single platform. Everything you need to scale your business efficiently.
Email support
Ⓘ
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Priority Support
Ⓘ
-
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Customer Success Priority
Ⓘ
-
-
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VIP Onboarding and Coaching
Ⓘ
-
-
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Guaranteed SLA
Ⓘ
-
-
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Support as a corporate supplier
Ⓘ
-
-
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Feature
Pro
Scale
Solar Design and Quote
The tools your team uses to design a solar system from scratch: satellite map, layout, inverters, wiring, losses, and expected output. The technical backbone of Sunwise Sales.
3D rendering with Google Sunroof
Ⓘ
Checkmark iconCheckmark icon
Calculation of annual production
Ⓘ
Checkmark iconCheckmark icon
Panel and Inverter Library
Ⓘ
Checkmark iconCheckmark icon
Shadow simulation
Checkmark iconCheckmark icon
BESS (Battery and Energy Storage) Design
Ⓘ
Checkmark iconCheckmark icon
Single-line diagrams
Checkmark iconCheckmark icon
Photogrammetry and Drone Imaging
Checkmark iconCheckmark icon
BESS Design (6 Strategies)
Ⓘ
-
Checkmark icon
Shadow Calculation
Coming soon
Coming soon
Proposals and Quotes
Everything your sales team needs to present a professional proposal to the client: branded PDFs, financial analysis, different versions, and an interactive proposal.
Proposals included per month
Ⓘ
$20/month
$40/month
PDF proposals with custom branding
Ⓘ
Checkmark iconCheckmark icon
Shareable interactive presentation
Ⓘ
Checkmark iconCheckmark icon
Embeddable online quote generator (lead capture)
Ⓘ
Checkmark iconCheckmark icon
Variations on the same proposal
Ⓘ
Checkmark iconCheckmark icon
PPA Proposals
Ⓘ
-
Checkmark icon
Templates and smart documents
Everything your team delivers to the client—proposals, summaries, contracts—from a fully customizable visual editor, with smart fields that automatically populate with project data.
Sample templates
Ⓘ
Checkmark iconCheckmark icon
Proposal summary templates
Ⓘ
Checkmark iconCheckmark icon
Project summary templates
Ⓘ
Checkmark iconCheckmark icon
Smart documents
Ⓘ
Checkmark iconCheckmark icon
Unlimited, 100% customizable templates
Ⓘ
Checkmark iconCheckmark icon
Dynamic smart tags
Ⓘ
Checkmark iconCheckmark icon
Custom templates by branch
Ⓘ
-
Checkmark icon
Automation and large-scale projects
Upload entire client portfolios at once and let Sunwise automatically generate projects and proposals based on your presets. Where Scale really steps on the gas: AI agents that automatically build your pipeline.
Suggested Presets
Ⓘ
Checkmark iconCheckmark icon
Bulk Creation of Receipts (PDF, XML, PNG)
Ⓘ
-
Checkmark icon
Autogeneration with AI Agents (WISE)
Ⓘ
-
Checkmark icon
Bulk creation via LISA
Ⓘ
With the LISA Bundle
With the LISA Bundle
Financial analysis
Calculate and present to the client the return on investment, projected savings, cash flow, and various financing options. This transforms a technical proposal into a business decision.
Calculation of Savings and ROI
Ⓘ
Checkmark iconCheckmark icon
50-Year Cash Flow
Ⓘ
Checkmark iconCheckmark icon
In-house financing products
Ⓘ
Checkmark iconCheckmark icon
Pre-integrated financial partners
Ⓘ
Checkmark iconCheckmark icon
Tariff Library
Ⓘ
Checkmark iconCheckmark icon
Analysis of Current Customer Invoice
Ⓘ
Checkmark iconCheckmark icon
Hourly consumption profile
Ⓘ
Checkmark iconCheckmark icon
Hour-by-hour granular simulation
Ⓘ
Checkmark iconCheckmark icon
CRM and Sales Pipeline
Manage your opportunities, contacts, and sales follow-ups right within Sunwise—without relying on a separate CRM.
Contact and Opportunity Database
Ⓘ
Checkmark iconCheckmark icon
Staged sales pipeline
Ⓘ
Checkmark iconCheckmark icon
Tracking activities and notes
Ⓘ
Checkmark iconCheckmark icon
Market and Intelligence
Solar and electricity market data that enhances your proposals and gives you a competitive edge.
Solar data and historical irradiance
Ⓘ
Checkmark iconCheckmark icon
Market Analytics
Ⓘ
-
Checkmark icon
Indexed electricity market prices
Ⓘ
-
Checkmark icon
MBP (Power Balance Market)
Ⓘ
-
Coming soon
Integrations
Connect Sunwise to the tools you already use—CRM, financial software, Zapier, and online quote generators—so information flows seamlessly without having to copy and paste between platforms.
Zapier
Ⓘ
Checkmark iconCheckmark icon
Customizable integrations via API
Ⓘ
Checkmark iconCheckmark icon
Team Management and Organization
Control who sees what, assign roles and permissions by user, and manage multiple locations from a single platform. Everything you need to scale your business efficiently.
Unlimited users
Ⓘ
Checkmark iconCheckmark icon
Roles and permissions
Ⓘ
Checkmark iconCheckmark icon
Multi-location
Ⓘ
-
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Support and service
From AI-powered chat to scheduled video calls and personalized training: the support your team needs to get the most out of Sunwise from day one.
Email support
Ⓘ
Checkmark iconCheckmark icon
Priority Support
Ⓘ
-
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Compare plans
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Why do our users love Sunwise?

Here are some of the reasons why thousands of companies in the solar industry continue to choose Sunwise.

Ease of use
Technical Support Icon
Save time
and costs
Financing icon
Software customization
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Integration of tools
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Unique technical support
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Constant evolution
Evolution icon

Frequently Asked Questions

What is the difference between Pro and Scale?

Pro is the ideal plan for growing solar sales teams: it includes 3D design, professional proposals, CRM, and comprehensive financial analysis, with 20 proposals per month and one branch. Scale adds what more established teams need to stand out: BESS and storage, multi-branch support, PML, market analytics, APIs and integrations, and advanced reporting, with 40 proposals per month. If you’re designing only standard residential and commercial systems, Pro is enough; if you start selling BESS, operating with multiple offices, or participating in the electricity market, you need Scale.

What happens to the additional options once I've used up the ones included?

You can pay per proposal under the flexible plan ($2.50 USD per proposal) or purchase prepaid packages with volume discounts (up to 60% off). Prepaid packages do not expire.

What are the benefits of combining Sunwise Sales and After Sales into a bundle?

Three key features: (1) Shared customer and project database — enter your customer’s information once, and it’s available in both products. (2) Connected lifecycle — when a proposal becomes a project, it automatically transfers to After Sales as a project with the revenue targets inherited from the proposal. (3) Bundle discount on the total amount, plus more proposals and more reports. Ideal for installers who want a single platform for the entire sales and post-sales cycle.

What does the BESS design include, and why is it only available on Scale?

The BESS (Battery Energy Storage System) design allows you to integrate batteries into your proposal, define the dispatch strategy (self-consumption, arbitrage, backup), and simulate the daily and annual performance of the hybrid system. It involves a more complex layer of financial and technical modeling than traditional solar design and is reserved for Scale and Enterprise, where the sales team already has experience selling hybrid solutions.

What are indexed prices, PML, OMIE, and MBP? When do I need them?

Indexed prices are the hourly prices of the wholesale electricity market. In Mexico, they are published as PML (Local Marginal Prices) by zone and hour through CENACE. In Spain, they are published as hourly pool-indexed prices through OMIE. You need this integration when your client evaluates pool-indexed billing, selling energy to the grid, or battery arbitrage. The MBP (Power Balance Market) applies to Mexican projects involving the sale of all energy where the client participates as a generator in the wholesale market— coming soon. All are part of Scale.

What does "multi-branch" mean? How does it work?

Multibranch allows you to organize your operations across multiple offices, regions, or divisions, each with its own pipeline, reporting, and team, while consolidating everything at the organizational level. Ideal for companies that operate in multiple cities or have multiple business divisions. Available starting with Scale; Enterprise also includes custom hierarchies and unlimited branches.

Does Sunwise Sales integrate with my CRM or other tools?

Scale includes a REST API to sync leads, opportunities, and contacts with your ERP or CRM (HubSpot, Salesforce, Pipedrive). Enterprise adds the MCP server —which exposes your data to AI agents like Claude, ChatGPT, or Copilot—and the development of custom integrations as part of the plan.

With the Enterprise Bundle, do I have a dedicated CSM and SLA for each product, or are they shared?

With Bundle Enterprise, the CSM and SLA are unified and cover both products. A single point of contact, a single service-level report, and a single VIP onboarding process.

Does the interactive link I send to the customer differ between Sales and After Sales?

Each product has its own interactive link, designed for the exact moment in your relationship with the customer. In Sales, the link serves as an interactive proposal: the customer explores options, compares scenarios, and signs the deal. In After Sales, the link becomes their post-sale tracking portal, where they can view lead generation, reports, and savings in real time. Two distinct experiences, each optimized for its respective stage.

Are you ready?