A solar client portal that makes your advisory process visible.
Give clients a professional place to review status, assumptions, missing inputs, milestones, deliverables, and approved PDFs.
- Who it is for
- Consultants who want a better client handoff
- What it fixes
- Proposal, SOW, tracker, and PDF admin
- Why now
- Secure share link
The workflow problem
Email threads make the client feel unsure. They cannot see what is approved, what is missing, what changed, or what happens next.
What Solardeck turns it into
Solardeck creates a secure client portal from the same reviewed intake, proposal, SOW, milestone plan, and document pack.
A clean portal makes a solo consultant feel like an organized advisory firm.
Client visibility without exposing drafts
Solardeck is deliberately specific: advisory proposal packs for solar consultants, not installer CAD, permit packages, or final EPC construction quotes.
Only client-ready output
The client portal stays blocked until the quality gate passes, so weak drafts never become the buyer experience.
Branded consultant identity
Logo or wordmark, brand color, contact details, disclaimer, and footer language carry into the portal.
Milestones and missing inputs
Clients can see what is complete, what is needed, who owns it, and why it matters to the advisory outcome.
From scattered solar intake to approved client handoff.
Each page funnels into the same paid product promise: capture the brief, generate the pack, review exceptions, share the portal, and export the PDF.
Capture the advisory brief
Collect site, utility, usage, scope, assumptions, risks, and commercial context once instead of rebuilding a document from scattered files.
Generate the client pack
Create the proposal, SOW, assumptions, production/economics notes, missing-data request, tracker, and PDF draft from one reviewed intake.
Review before sharing
Resolve blockers, placeholder text, low-confidence inputs, unsupported claims, and missing solar data before anything reaches the client.
Share the professional handoff
Publish a branded client portal or export a polished PDF pack with your logo, disclaimer, milestones, and next actions.
What your buyer can receive from one reviewed intake.
Client-ready quality gate
Export and share stay blocked until the pack is ready.
Branding
Logo or wordmark, color, disclaimer, contact
Solar data
Utility, usage, tariff, system, constraints
Document review
Proposal, SOW, assumptions, tracker approved
Client delivery
Portal and PDF only after blockers resolve
Static template
Useful for one project, but every new client still needs copy, assumptions, tracker updates, and PDF formatting.
Generic proposal tool
Can produce a sales document, but often misses solar advisory assumptions, exclusions, data quality, and review gates.
Solardeck workflow
Creates connected advisory artifacts, flags missing solar data, applies branding, and blocks weak client-facing output.
Clear answers for solar client portal.
These answers explain where Solardeck fits, what it creates, what it will not replace, and how the workflow protects client-ready output.
What is a solar client portal?
a solar client portal helps solar and energy consultants turn client intake, utility context, assumptions, scope, and delivery milestones into a client-ready advisory pack. Solardeck focuses on the proposal-to-delivery workflow rather than CAD, permitting, or installer construction quoting.
Who is Solardeck built for?
Solardeck is built for freelance solar consultants and small energy advisory shops that repeatedly create proposals, SOWs, feasibility notes, trackers, client updates, and PDF handoffs for commercial or portfolio solar work.
How does Solardeck improve client portal sharing?
Solardeck starts with one structured intake, generates distinct advisory artifacts, flags missing inputs, applies workspace branding, and blocks client-facing export until the pack has been reviewed and approved.
What information should a solar consultant collect before drafting?
A strong solar advisory intake should capture the client goal, site address, utility provider, tariff notes, annual or monthly usage, demand charge context, system size assumptions, roof or land constraints, shading and loss assumptions, incentive assumptions, budget range, deadline, success criteria, required inputs, and explicit exclusions.
What should a client-ready solar proposal include?
A client-ready solar proposal should include an executive summary, site and utility context, advisory outcome, solar assumptions, production and economics caveats, statement of work, exclusions, required client inputs, milestone plan, risk notes, consultant contact details, disclaimer language, and a clear approval or next-step page.
How does Solardeck handle solar assumptions and missing data?
Solardeck separates client-provided data from consultant assumptions and inputs that still need verification. Missing utility data, tariff notes, usage context, roof constraints, incentive assumptions, or success criteria can be flagged before the consultant shares a portal or exports a client PDF.
Can Solardeck create branded solar proposal PDFs?
Yes. Solardeck supports branded PDF proposal packs with consultant identity, logo or wordmark, brand color, cover page, solar snapshot, scope tables, assumptions, risks, milestone plan, disclaimer, footer, and approval page. Draft previews can be watermarked before the pack is client-ready.
Does Solardeck replace engineering, permits, or final installer quotes?
No. Solardeck creates advisory proposal packs, scopes, assumptions, trackers, and client-ready PDFs. It does not produce stamped engineering, permit approvals, tax advice, production guarantees, or final EPC construction pricing.
Why is Solardeck different from a generic proposal template?
A template gives structure for one document. Solardeck connects intake, proposal, SOW, solar assumptions, missing-data requests, milestones, client portal, approval status, and PDF export so each advisory project has a repeatable workflow instead of another copied file.
Build a proposal pack your next solar client can actually trust.
Start with one intake. Solardeck will guide the proposal, SOW, tracker, review blockers, portal, and client-ready PDF path.
Related Solardeck pages