Templates, Checklists & Examples

A lighting retrofit proposal is not just a price document. It has to help the customer understand what was found, what is being recommended, how the savings were estimated, and what needs to happen next. If you want to build a lighting retrofit proposal that helps win the job, the proposal needs to connect audit data, fixture recommendations, ROI, rebates, installation costs, and clear next steps in one easy to review document. Many contractors start with Excel, a PDF, or a p

Many retrofit teams start with an Excel sheet, Google Sheet, PDF checklist, or simple Many lighting retrofit teams compare lighting audit software and templates because both can help collect site data. A template is familiar, cheap, and flexible. Software becomes useful when the audit has to support quoting, rebates, installation costing, ROI, and proposal output. The real question is not whether a spreadsheet can collect fixture data. It is whether it can carry that data cle