First Meeting · · 6 min read
Show Multiple Solar Layout Options Live and Close in the First Meeting with SolarDraft
One option invites a yes-or-no. Two or three options invite a choice — and choices close deals.
This article is part of our series How to Close Solar Deals in the First Meeting. It covers one of the most common challenges Indian EPCs face — and how a 3D solar draft workflow with SolarDraft helps you solve it before the meeting ends.
The challenge
When a customer only sees one proposal, the natural reaction is to compare it with other installers. When they see options from you, they compare within your offer.
Creating multiple options manually is slow, so most salespeople don’t.
Why it happens
- Manual redesigns take too long.
- Salespeople fear confusing the customer.
- Budget and roof space vary by customer.
- Tools aren’t built for live changes.
What it costs your EPC
Single-option proposals push customers to “shop around”, adding competitors to the deal.
How SolarDraft solves it in the first meeting
SolarDraft’s one-click panel fill and live loss calculation make it quick to show a budget, recommended and maximum option in the same meeting.
- One-click panel fill.
- Live losses and energy output.
- Add your own panels for different price points.
- Proposal builder for the chosen option.
First-meeting playbook: 5 steps
- Design the maximum capacity the roof can take.
- Reduce to the recommended size.
- Show a budget option.
- Compare generation and savings.
- Build the proposal for the option the customer picks.
Present the middle option first — it’s usually the one customers pick.
Solar draft vs traditional first meeting
| Traditional first meeting | With a SolarDraft 3D solar draft | |
|---|---|---|
| What the customer sees | Brochure & price list | Their own roof in 3D |
| Energy estimate | Rule of thumb | Energy report with losses |
| Proposal | Sent 2–3 days later | Built in the meeting |
| Absent decision makers | Hear it second-hand | Open the 3D link |
| Typical outcome | “Let me think about it” | Decision today |
Related reading
- The complete first-meeting playbook for solar EPCs
- “Which Panel Will You Use?” Answer Instantly by Adding Your Own Panels in SolarDraft
- Commercial Clients Want Drawings: Deliver Stringing & PV Layout Drawings in the First Meeting
- Best solar design software in India (2026)
Try it yourself
See your next customer's roof in 3D — in the first meeting.
SolarDraft is solar draft software for Indian EPCs, from ₹20,000 per year + 18% GST with training included.
Visit SolarDraft.org →Frequently asked questions
How many options should I show a solar customer?
Two or three is ideal: budget, recommended and maximum.
Can I change the layout during the meeting?
Yes — SolarDraft updates panels and losses live.
Does this confuse customers?
Not if each option is clearly explained with its generation and cost.