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About

Kick-start estimates by using templates and utilising off-the-shelf content. Reduce the overhead of creating proposals that still feel bespoke. Everyone can work on the same proposal together, at the same time. Updates are automatically saved and recorded in a comprehensive changelog. Avoid project resourcing issues through the clear tracking and visualisation of project progress. Create, access and edit proposals wherever you are – from your computer, tablet or mobile. Graphical visualisations, notifications and live activity feeds help you to stay on the ball with actions across your team. Store frequently sold products and services in one place, so that they can be quickly re-used. Define internal instructions, enabling junior team members to work autonomously. Invite, manage and remove users. Assign permission schemes that reflect their role within the estimation process.

About

Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Proposal Management platform for anyone

Audience

Solar and roofing companies requiring a sales conversion platform to optimize their document management operations and sales processes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 1.0 / 5
ease 3.0 / 5
features 1.0 / 5
design 1.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • GoSolo.io in our opinion is not ready for prime time - A perfect example but there are so many to be honest - the software is not able to call out solar batteries and demonstrate the its usage as required by Arizona State Law

Cons

  • Software "proposal tool if you want to call it that" does not meet Arizona Solar Laws. There were many software bugs, some customers were showing $332,000,000 savings, and others the offset didn't seem to jive with PVWatts and many had to be "redone" by their support team repeatedly. The software is incapable of demonstrating any battery or its offset for demand or even call out properly in the "proposal". When we demonstrated all the issues and that Arizona Solar State Laws require that all accessories including a solar battery are required to be in the proposal by law, and we could not use this tool - After paying $4500 for 45 day use, their management sent us over to credit instead of following the proper cancellation for breach of contract with a demand to pay $15,264.00 I recommend everyone to stay away from this company as they will do anything to have you sign on the bottom line but this is not a proposal tool as the support team just puts pretty graphics in place without demonstrating proper return on investment for the customer. This software is basically in my opinion click art put together into a few screen views. You cannot tell if the customer even looks at the proposal when sent, and the customer is unable to even understand what they are looking at and is confused by what the proposal is showing. The customer has to request for the "proposal" to be sent as a pdf to even "download it". Also, this is $1500 a month and you basically get nothing for it when you have other companies that provide proposals & contracts & DocuSign, & proper solar battery call outs / operations, & a web link for customers to review and sign. Solar Nexus only charges $259 a month and it does it all. When I brought up that I was looking for something to replace Solar Nexus, Brian their rep stated oh yes this will help you do just that and replace your current platform. Folks, we have been installing solar for over 45 years, and in our opinion, we know a scam when we see it. Don't be sold down the river like I was and in my opinion, stay far away from this company. Negative 24 Stars

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Estimo
Founded: 2016
Italy
estimo.tech

Company Information

Solo
Founded: 2018
United States
gosolo.io

Alternatives

PROPRICER

PROPRICER

Executive Business Services

Alternatives

SolarGenix

SolarGenix

SolarGenix.ai
SolarLogics

SolarLogics

Logics CRM
ONTILITY Pro

ONTILITY Pro

Energy Matters

Categories

Categories

Roofing Supported
Solar Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Integrations

Docusign Not Supported
Enerflo Not Supported
Mosaic Not Supported
Nearmap Not Supported
Podium Not Supported
SPOTIO Not Supported
SalesRabbit Not Supported
SmartCallz Not Supported

Integrations

Docusign Supported
Enerflo Supported
Mosaic Supported
Nearmap Supported
Podium Supported
SPOTIO Supported
SalesRabbit Supported
SmartCallz Supported
Claim Estimo and update features and information
Claim Estimo and update features and information
Claim Solo and update features and information
Claim Solo and update features and information