Solar Installation Quote Request Template

A solar quote is sized before it is priced, and the sizing comes from facts: what the roof is made of, which way it faces, how old the covering is, what shades it, how much electricity the property uses and when. This form collects those, plus the two questions that quietly kill solar enquiries after the survey, ownership and consent, and grid connection status. Battery and EV charging are asked as separate decisions. There is no budget field.

Use this template

Last updated 21 August 2026

Fields in this template

Full Namerequired
Email Addressrequired
Phone Number
Property Addressrequired
Property Typerequired
Detached house · Semi-detached house · Terraced house · Bungalow · Flat or apartment · Farm or agricultural building · Commercial or industrial building · Ground-mount site: land, no roof involved
Who Owns the Property, and Is Consent in Place?required
I own it, outright or with a mortgage · I own it and rent it out · I rent, and I have the owner's written consent · I rent, and I do not yet have the owner's consent · Leasehold flat: the freeholder's consent will be needed · Commercial premises I lease · I am acting for the owner as an agent or on behalf of a business
What Is the Roof Covered With?required
Concrete or clay tiles · Slate, natural or synthetic · Metal, standing seam or corrugated · Asphalt or composite shingles · Flat roof: felt, EPDM or single-ply · Corrugated fibre cement · Thatch · More than one roof, with different coverings · Not sure
Which Way Does the Main Roof Slope Face?required
South · South-east · South-west · East · West · North-east · North-west · North · Flat roof: panels would sit on frames · Two slopes, east and west · Not sure
Roughly How Steep Is the Roof?
Flat or nearly flat · Shallow pitch · Typical pitch, around 30 to 40 degrees · Steep pitch · Not sure
How Old Is the Roof Covering?required
Under 5 years · 5 to 15 years · 15 to 25 years · 25 to 40 years · Over 40 years · Not sure
Roughly How Much Roof Is Available?
Is Anything Shading the Roof?required
Nothing: clear sky most of the day · Trees · Neighbouring buildings · A chimney · Other roof sections, dormers or a satellite dish · Overhead cables, a pole or a mast · Only in winter, or only early morning or late afternoon · Not sure
Roughly How Much Electricity Does the Property Use?required
Under 2,000 kWh a year: small flat, one or two people · 2,000 to 3,500 kWh a year: typical small household · 3,500 to 5,000 kWh a year: typical family home · 5,000 to 8,000 kWh a year: large home, or an electric car · 8,000 to 15,000 kWh a year: all-electric or small business · Over 15,000 kWh a year: commercial or agricultural · I do not know
Exact Annual Use in kWh, If You Know It
Average Monthly Electricity Bill
When Is Most of That Electricity Used?required
Mostly daytime: someone is usually home · Mostly evenings and weekends · Fairly evenly spread · Mostly overnight: car charging or storage heating · Business hours only · Not sure
Battery Storagerequired
Yes, include a battery in the quote · Quote it both ways, with and without · No battery · Not sure: please advise · I already have a battery installed
Electric Vehicle Chargingrequired
I already have a charge point · I would like one included in this quote · I am likely to get an EV within two years: please size for it · No EV plans · Not sure
Grid Connection Statusrequired
Standard domestic connection, no changes made · I have already applied to the network operator · Approval has already been granted · The property is off-grid · The supply is three-phase · I do not know
When Would You Like This Installed?required
As soon as possible · Within 3 months · 3 to 6 months · 6 to 12 months · Just researching and comparing for now · Tied to another project: a re-roof, an extension or a move
Where Are You in the Process?
This is my first quote · I am comparing two or three quotes · I have quotes already and want a comparison · I am ready to book once the survey is done
Link to Photos of the Roof, or Your Usage History
Anything Else We Should Know?
Preferred Next Steprequired
Email me an indicative quote · Call me to talk it through · Book a survey
Consent to Contactrequired
I agree that the details above may be stored and used to prepare and send me a quote.

Who uses this template

Solar PV installersRenewable energy contractorsBattery storage and EV charge point installersRoofing firms offering integrated solarEnergy consultants and independent advisorsCommercial and agricultural energy contractorsHousing associations and estate managers scoping retrofit

About this template

Solar is one of the few trades where the quote genuinely can be prepared before anyone visits, and one of the few where a badly designed enquiry form wastes the most time. An installer needs to know what the roof is covered with, which way it faces, how steep it is, how old it is, and what shades it. Then they need to know how much electricity the property uses and roughly when it is used, because a system that generates at noon is worth a different amount to a household that is out until seven than to one that is home all day. A form that asks for a name, a postcode and "tell us about your project" delivers none of this, and the first three emails are spent recovering it.

Two fields on this template exist because of what goes wrong after the survey rather than before it. The first is ownership and consent. An installer cannot fix hardware to a roof the customer does not control, and tenants, leaseholders and agents all routinely enquire in good faith without realising a written consent stands between them and an installation. The field offers those as ordinary answers rather than hiding them, so the conversation happens on day one. The second is grid connection status: above a certain system size the local network operator has to approve the connection before it can be energised, and while the installer normally handles the application, the customer's answer tells you whether the timeline has an extra step in it.

The consumption section is designed so that everybody can complete it. A band dropdown is required, because anyone can pick one; the exact annual kWh figure and the average monthly bill are optional refinements for people who have them to hand. The form asks for the amount, not for an account number, a meter number or a copy of the bill, and the photo link field says so explicitly. Every form built with formformform is hosted in the EU and handled under GDPR by default, and optional end-to-end encryption can be switched on per form if you want submissions sealed to your key before they are stored. Nothing here promises a saving, a payback period or an export rate: those depend on tariffs, usage and local rules, and belong in your quote rather than in a template.

12 form ideas you can build with this template

Residential Rooftop Solar Enquiry

The standard domestic case, where roof material, orientation, shading and an annual kWh band together produce an indicative system size before any visit.

Solar and Battery Storage Quote Request

Uses the usage-timing answer as the basis for a battery recommendation rather than offering storage as a flat upsell.

Solar with EV Charger Installation Enquiry

For customers adding or planning an electric car, where sizing the array and the consumer unit for future charging is the decisive question.

Flat Roof Commercial Solar Enquiry

Ballasted frames on a commercial flat roof, where roof covering, roof age and ballast limits carry the quote and the grid field usually reads three-phase.

Agricultural Barn Solar Quote Request

Large-roof rural installations, where the fibre cement warning matters most and consumption sits in the top band.

Landlord Solar Enquiry for a Rented Property

Uses the ownership field to distinguish an owner who rents out from a tenant who needs consent, and routes each differently.

Leasehold Flat Solar Feasibility Enquiry

Captures the freeholder consent requirement before a survey is booked, which is where most flat enquiries otherwise stall.

Solar Panel Replacement or Upgrade Enquiry

For properties with an existing array, where the battery field's "already installed" option and the grid approval history shape the scope.

Re-Roof Plus Solar Combined Quote

Triggered by the roof age answer, quoting the covering and the array as one visit and one scaffold rather than two.

Off-Grid Solar System Enquiry

Uses the off-grid option in the grid field, where storage sizing rather than export value drives the entire specification.

Housing Association Retrofit Scoping Form

One submission per property builds a roof and consumption inventory across a portfolio before a retrofit programme is priced.

Shaded Roof Solar Feasibility Check

For difficult roofs, where the shading checklist and photographs decide between optimisers, microinverters and declining the job honestly.

What's included

Roof material, orientation, pitch and age as four separate fields, because the mounting kit and the labour come from them

A shading checklist that asks what shades the roof and when, which is what decides optimisers versus microinverters

Consumption asked as a band everyone can answer, with exact kWh and monthly bill as optional refinements

A usage-timing question, because self-consumption is what a battery recommendation is actually built on

Ownership and consent asked outright, including leasehold and tenant-without-consent as real answers

Grid connection status, so the quote's timeline accounts for network operator approval

Battery and EV charging asked as separate decisions rather than upsells

No budget field: the system is sized from the roof and the consumption, and the price follows

How to create a solar installation quote request

1
Click "Use this template" to load the solar quote request form into your free formformform account.
2
Adjust the consumption bands to your market. They are written for households and small commercial sites; an agricultural or industrial installer should raise every threshold.
3
Edit the orientation field if you work in one hemisphere only. It deliberately asks for a plain compass direction so it is correct everywhere, but you can label the equator-facing options if that is clearer for your customers.
4
Check the grid connection options against your local rules and rename them to match the operator and the process your customers will recognise.
5
Rewrite the intro paragraph with your survey process and lead time, and say plainly whether a quote from this form is indicative or firm.
6
Add conditional logic in the editor if you want the flat-roof and ground-mount questions to appear only when they apply. The editor supports branching; this template ships flat so it works immediately after cloning.
7
Add an Upload field beside the photo link if you would rather customers attach roof photographs directly. formformform supports uploads on any form, up to 2 MB per file.
8
Embed the form on your quote page and link it from any savings calculator you run, so the calculator hands over to a real enquiry.

Best practices for your solar installation quote request

Ask for consumption in bands first. Requiring an exact kWh figure loses the majority of enquiries at that field, because most people have to log in to find it. A band everyone can answer, with the exact number optional beside it, gets you a usable sizing input and a better completion rate.

Ask when electricity is used, not just how much. Self-consumption is the whole argument for a battery, and a household that is out all day has a completely different case from one that is not. This is the single most under-asked question in solar enquiry forms.

Take roof age seriously and say why. Panels outlive most coverings that are already 25 years old. Telling a customer up front that a re-roof is cheaper now than an array removal later builds more trust than any discount.

Treat fibre cement sheeting with caution. If a customer selects it, ask when the building was roofed before quoting, and never ask them to go and inspect or disturb it themselves.

Raise consent before the survey, not after. The ownership field is there so a leaseholder or a tenant can identify themselves without embarrassment. Have a standard reply that explains what consent is needed and offers to help obtain it.

Do not promise a payback period on the form. Savings depend on tariffs, usage patterns, export rates and local rules that change. Put figures in a quote with the assumptions written next to them, and keep the enquiry form free of them.

Do not add a budget field. The system is sized from the roof and the consumption; the price is an output of that sizing, and anchoring it in advance mostly produces undersized systems that disappoint.

Ask for the amount on a bill, never the bill itself. The template's field descriptions say this explicitly. Collecting scans of utility bills means holding account numbers and addresses you have no use for.

Follow up on "not sure" answers as a group. Roof material, orientation and shading all offer a "not sure" option on purpose: those submissions are still good leads, they just need a photograph before the desk survey.

Frequently asked questions

Is this solar quote request form free?

Yes. Clone it, customise it, and collect unlimited submissions at no cost, with no per-submission fees.

Why is there no budget field?

Because a solar system is sized before it is priced. The size comes from the roof and the property's electricity consumption, and the price follows from the size. A budget band asked up front tends to produce an undersized system quoted to a number rather than to the need.

Why does the form ask who owns the property?

Because an installer cannot fix hardware to a roof the customer does not control. Tenants, leaseholders and agents enquire in good faith all the time without realising a written consent is needed first. The field makes that a day-one conversation instead of a dead end after the survey.

What if the customer does not know their annual kWh usage?

The required field is a band, which anyone can pick. The exact kWh figure and the average monthly bill are optional fields beside it for people who have the numbers to hand.

Does the orientation question work outside the northern hemisphere?

Yes. It asks for a plain compass direction and the field description tells the customer to give the actual direction whichever hemisphere they are in. The installer works out which slope faces the sun.

Can customers upload photos of their roof?

This template ships with a link field, because templates cannot arrive with an upload field pre-built. Add an Upload field to your copy in the form editor for direct attachments. formformform supports file uploads on any form, up to 2 MB per file, and encrypted on forms with end-to-end encryption switched on.

Should I ask for a copy of the customer's electricity bill?

The template deliberately does not. It asks for the annual kWh figure or the monthly amount, which is all that is needed to size a system, and the field descriptions tell customers to leave out account and meter numbers. Collecting bill scans means storing personal data you have no use for.

Can I use this for commercial or agricultural solar?

Yes. Property type includes commercial, industrial, farm and ground-mount options, the grid field includes three-phase, and the top consumption band is written for larger sites. You will probably want to raise the band thresholds and add fields for half-hourly data and existing generation.

How is submission data handled?

Every form is hosted in the EU with TLS in transit and encryption at rest, and submissions are handled under GDPR by default. You can also switch on optional end-to-end encryption for your own copy of this form, which seals each answer in the customer's browser before it is stored.