WBudget

WBudget

WLabs
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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

WBudget is a web platform designed to simplify the creation, editing, and submission of quotes and sales proposals. Its user-friendly interface allows professionals and companies to generate professional-looking documents and streamline sales processes. Users can create custom databases by adding specific categories, attributes, and statuses according to the requirement. WBudget integrates with numerous business applications via Webhooks, which provide access to APIs and enhance functionality. This enables companies to use CRM and ERP solutions to synchronize customer and item information, streamlining the generation of commercial proposals through integrated solutions.

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

Computer Software, Construction, Furniture, Human Resources, Information Technology and Services, Logistics and Supply Chain, Engineering, Retail

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

$23/month/user
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:

Review this Software

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

WLabs
Founded: 2019
Brazil
www.wbudget.app/

Alternatives

Alternatives

SolarGenix

SolarGenix

SolarGenix.ai
QuoteRobot.com

QuoteRobot.com

QuoteRobot
SolarLogics

SolarLogics

Logics CRM
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
ONTILITY Pro

ONTILITY Pro

Energy Matters
QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

Categories

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Integrations

Docusign
Enerflo
Google Meet
HubSpot CRM
Microsoft Teams
Mosaic
Nearmap
Pipedrive
Podium
RD Station
SPOTIO
SalesRabbit
SmartCallz
Zapier

Integrations

Docusign
Enerflo
Google Meet
HubSpot CRM
Microsoft Teams
Mosaic
Nearmap
Pipedrive
Podium
RD Station
SPOTIO
SalesRabbit
SmartCallz
Zapier
Claim Solo and update features and information
Claim Solo and update features and information
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