Describe the solar projects you serve. Makeform creates a quote-request form for homeowner contact, service address, electric-bill information, roof facts, system goals, and next steps.
Route solar quote requests to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it to your territory and sales process, then send it to the Makeform builder.
Audience
Homeowners requesting a rooftop solar price
Format
Multi-step quote request with uploads
Prompt size
270 chars
Example form structure
Multi-step quote request with uploads
Homeowner contact and service address
Do you own the property?
Roof material and approximate age
Recent electricity bill
Solar-only or solar plus battery?
Suggested routing tags
Residential roof
Battery interest
Site review needed
Ask for a recent electricity bill and service address early; both support the initial solar review.
Step 1
Identify
homeowner, property, and service address
Step 2
Screen
roof, usage, utility, and project fit
Step 3
Review
bills, photos, goals, and timing
Step 4
Follow up
route the request to the right consultant
Better quote inputs
A solar quote form organizes household, roof, energy, and project details into one request your team can review before calling.
Collect address, property type, ownership, and utility territory, then route renters or out-of-area inquiries appropriately.
Ask for the utility, monthly cost, annual usage when known, and a recent bill upload.
Show battery, existing-system, ground-mount, or commercial questions only when relevant.
Built for solar sales
Choose a project path, then adjust questions and routing for your service area.
Roof material, age, shading, service-panel notes, electricity use, and photos for an initial residential review.
Existing equipment, backup priorities, outage concerns, and possible equipment locations.
Acreage, terrain, distance to electrical service, site access, and proposed array-location photos for early feasibility review.
Building ownership, use, operating hours, bill history, stakeholders, and decision timing for a more productive discovery call.
Quote-request workflow
Generate the structure, tailor the logic, and send requests into your sales workflow.
List the system types you install and the details your estimator reviews first.
Add your territory, roof choices, utilities, financing paths, consent wording, and conditional questions.
Share the form as a link or add it to a landing page.
Send submissions to your workflow and assign the right salesperson or site reviewer.
Choose the right intake
Match the intake to the information your team needs before a conversation.
Field guide
Use these six groups for consistent intake. Keep fields useful and explain document or photo requests.
Contact and authority
Collect the contact, service address, and ownership status. Landlord involvement can change follow-up.
Property and roof
Property type, roof material, age, shading, and photos provide a starting point before site review.
Electricity profile
Monthly cost, annual usage, and a recent bill support review. Let respondents flag unavailable documents.
System goals
Identify the desired system. Existing solar, EV charging, and backup goals may need different questions.
Budget and timing
Ask about purchase, financing, lease, or undecided interest and desired timing.
Consent and follow-up
Explain how details will be used, request contact permission, and collect call availability.
Related tools
Use broader quote or lead tools for other customer stages and project types.
Collect structured scope and budget details for quote requests across services.
Open toolCreate an interactive calculation path when your pricing inputs are standardized.
Open toolStart from a general quote structure and adapt it to another service line.
Open toolUse a shorter contact path for visitors who are not ready to provide project documents.
Open toolAsk consistent fit and readiness questions before assigning a sales conversation.
Open toolCollect context for solar marketing strategy calls and campaign discussions.
Open toolFAQ
Practical answers for solar installers and sales teams planning a cleaner quote-request process.
A solar quote form collects contact, property, roof, electricity, project-goal, and timing details for initial review. It prepares the installer for follow-up but does not replace system design or site review.
Include contact, service address, ownership, property type, roof material and age, utility, electricity usage, project type, battery interest, financing, and timing. Add bill and photo uploads when useful.
Yes. Add labeled uploads for recent bills, roof views, the electrical panel, or a ground-mount area. Explain each request and allow respondents to flag unavailable files.
Yes. Conditional logic can reveal backup and equipment questions for batteries or acreage, terrain, access, and service-distance questions for ground mounts. Rooftop respondents skip those branches.
This form gathers inputs for a quote workflow; it should not present incomplete homeowner answers as a final installation price. Your team can review usage, property details, equipment choices, site conditions, and local cost factors before preparing the appropriate estimate or proposal.
Yes. Makeform offers unlimited free forms and responses, so you can generate, edit, publish, and collect quote requests without a response cap. The paid tier removes the Makeform badge.
Use answers such as service territory, residential or commercial property, solar-only or battery interest, project timing, and document availability to organize follow-up. Send the submission to your inbox or connected workflow, then assign the team member who handles that project type.
Include a clear explanation of how you plan to follow up and use contact wording approved for your business and channels. Keep that acknowledgment separate from optional marketing preferences, and avoid preselecting choices that the respondent should make themselves.
Turn interest into a review-ready request.
