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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.
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About
Create detailed roles & permissions for everyone on your staff. From account owner to sales and even accounting, give everyone on your team custom access to the portions of the software they need and nothing they don’t. View all of your active projects whether new, in progress, or closed on a handy dashboard. Make sure nothing falls through the cracks with a live, bird’s eye view of everything happening in your account. Customize your proposals with your company color scheme, reorder or remove proposal sections, and add your logo and cover image to give your quotes a personal flair. Use our good, better, best feature to offer multiple product and pricing options to your clients on a single proposal for them to e-sign on the quote they like best. Get everything you need to apply for your permits and engage the homeowner like never before remotely by using our virtual site assessment feature.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Solar and roofing companies requiring a sales conversion platform to optimize their document management operations and sales processes
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Audience
Companies looking for a Solar Design solution to scope, sell and complete more solar projects
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$229 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSolo
Founded: 2018
United States
gosolo.io
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Company InformationSolargraf
Canada
www.solargraf.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Docusign
Enerflo
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit
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