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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Companies looking for a Solar Design solution to scope, sell and complete more solar projects

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$229 per month
Free Version
Free Trial

Reviews/Ratings

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

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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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Solo
Founded: 2018
United States
gosolo.io

Company Information

Solargraf
Canada
www.solargraf.com

Alternatives

Alternatives

ONTILITY Pro

ONTILITY Pro

Energy Matters
Solar Labs

Solar Labs

The Solar Labs
PVCAD

PVCAD

PVComplete

Categories

Categories

Integrations

Docusign
Enerflo
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit

Integrations

Docusign
Enerflo
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit
Claim Solo and update features and information
Claim Solo and update features and information
Claim Solargraf and update features and information
Claim Solargraf and update features and information