Alternatives to Solo
Compare Solo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Solo in 2026. Compare features, ratings, user reviews, pricing, and more from Solo competitors and alternatives in order to make an informed decision for your business.
-
1
Expedience Software
Expedience Software
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required. -
2
Pylon
Pylon
Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. Get 2-way SMS and email, communications with your team, lead management, and ready-made deal pipelines with Pylon Solar CRM. -
3
SolarGenix
SolarGenix.ai
SolarGenix.ai is an AI-powered platform that automates the entire solar proposal process. From roof detection to panel placement and financial forecasting, it delivers accurate, sales-ready proposals in seconds. SolarGenix.ai is built for solar sales professionals, teams, installers, developers, finance companies, and others looking to streamline their proposal process, improve accuracy, and close deals faster. Our inhouse AI uses aerial imagery to automatically model a home’s roof - its shape, slope, and orientation. It also performs advanced shading analysis using sun-path simulation and obstacle detection (e.g., trees, chimneys, nearby structures) to find optimal panel zones.Starting Price: $1550 -
4
SurgePV
SurgePV
SurgePV is an AI-powered solar design software that simplifies the entire process of designing, managing, and closing solar projects. Built for solar professionals, the platform automates roof modeling, shading analysis, and energy optimization, helping users create accurate, code-compliant designs in minutes. With advanced tools for site assessments, panel placements, and proposal creation, SurgePV streamlines workflows and reduces costs. The platform also offers precise financial insights, making it easier for solar installers and sales professionals to present ROI and close deals faster, all with responsive customer support and a user-friendly interface.Starting Price: $100 -
5
SolarLogics
Logics CRM
CRM for solar companies. Streamline your sales process from lead management and technical and financial assessment to proposal preparation, e-signing, and billing. Solar Logics comes with a built-in solar panel system size and cost calculator. We understand that different solar installers use different methods for calculating the system size. That's why Solar Logics allows you to enter your own technical, geographical, and constructional constraints into the calculator. No matter how many lenders you work with and what states your clients are at, Solar Logics allows you to enter loan and incentive details and uses those figures to estimate the short and long-term savings in the proposal document. Solar Logics generates solar energy system proposals based on the results of the calculators. Your proposal includes the charts and tables indicating electricity bill before and after solar installation, savings and incentives, projected payback period, and loan repayment plan breakdown.Starting Price: $45.00/month/user -
6
ONTILITY Pro
Energy Matters
Trusted by Thousands of Professionals. Building on almost 2 decades of front-line experience working with solar & renewable energy professionals, ONtility ProTM is designed to speed up and enhance the sales process. Easily crunch the numbers, generate professional sales proposal materials, and manage your sales activities. ONtility ProTM helps you focus on what matters: identifying your customers` needs, designing smart solutions, and getting new business on the books. Produce accurate performance and pricing estimates that reflect current energy rates, incentives and rebates. Includes a PV Layout Tool: define buildings, installation areas, keep out areas and obstacles. The Solar PV Layout Tool auto places PV modules, creates sun path shade views, provides 3D views and more!Starting Price: $54.95 per month -
7
SolarEdge Designer
SolarEdge
SolarEdge Designer is a free web-based platform that helps solar professionals like yourself lower PV design costs and generate winning customer proposals. plan, build and validate your SolarEdge residential and commercial systems from inception to installation with this powerful selling tool that can help you close more deals. Streamlined design process featuring many automatic procedures such as stringing, instant design validation, multiple obstacle detection and bulk Power Optimizer barcode mapping. Seamless export of the site layout to the SolarEdge Monitoring Platform. Offer compelling customer proposals with comprehensive reports and accurate energy simulations, independently evaluated by DNV GL. Leverage detailed financial analysis capabilities to accurately forecast system owners’ electricity bill savings and ROI. Impress your customers with a visually attractive 3D simulation of their site. -
8
ENACT Solar Software
ENACT Systems
Our innovative platform speeds up sales and project execution, delivering high performing solar and energy storage systems. Features include: remote design using satellite images, proposals with detailed pricing and energy analytics, and seamless project management. Our app for end-customers is the first of it’s kind; the only platform that verifies predictive performance and savings. Features included solar and storage power-flows, utility bill savings, and performance analytics. Multiple workflows for team members and task assignment. Use high-resolution satellite images to create residential or commercial layouts. Close deals faster with beautiful and accurate proposals. Manage projects to rapid completion and impress customers.Starting Price: $199 per month -
9
solarVis
solarVis
solarVis is an end-to-end platform built for the solar and sustainable energy sector that helps companies manage the entire lifecycle of solar sales and project operations in a single digital environment. It combines tools for lead generation, project design, feasibility analysis, proposal creation, customer relationship management, and installation project tracking, allowing solar businesses to streamline their workflows from initial customer acquisition to final installation. It includes modules such as a 3D rooftop design tool for creating accurate solar layouts, a multi-scenario feasibility analysis system that evaluates technical and financial viability, and customizable proposal generators that produce detailed project offers for customers. It also provides a material database and bill of materials management so teams can calculate costs, configure equipment packages, and track components used in solar installations.Starting Price: €99 per month -
10
Talewind
Talewind
Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure. -
11
Sighten
Sighten
Sighten exists to support the people selling, financing, and installing solar every day. That’s why we love hearing about our customers growing faster or operating more efficiently because of Sighten design, proposal, and sales software. Grow your channel with the only solar software that has a dedicated solution for channel managers and multi-state teams. You’ll be able to see your entire deal pipeline in the same place and easily communicate with partners. Trying to operate without good software will leave you disorganized and will ultimately limit your reach and revenue. You’ll face obstacles with deal visibility, partner communication, and introducing financing to your channel unless you have a seamless platform.Starting Price: $199 per month -
12
Powerlily
Powerlily
Powerlily is a solar operating system that brings design, proposals, CRM, permitting, field operations, invoicing, and fleet monitoring into one connected platform. It carries a customer from first contact through design, sale, installation, and long-term service without rebuilding the same project across separate tools. Teams can capture and qualify leads, preserve attribution, manage solar-native pipelines, and automate follow-up based on real events. Live 3D design supports roof, ground, carport, and commercial arrays with stringing, setbacks, shading, and 8,760-hour per-panel production simulation, while battery analysis connects usage, tariffs, incentives, and financing to hour-by-hour storage behavior and long-term value. Powerlily can generate editable single-line diagrams, coordinated permit-ready plan sets, branded proposals, e-signatures, invoices, and field schedules from the same project record.Starting Price: $20.83 per month -
13
HelioScope
Folsom Labs
A web-based sales and design tool for solar professionals with the power to completely reshape your proposal generation process. From its robust 3D design engine and bankable energy yield simulator to its detailed financial calculator and drag-and-drop proposal editor; HelioScope makes responding to customer requests fast, easy, and bankable. We provide 3D design, rapid proposals, bankable simulations, unlimited designs, live support, single line diagrams, automatic cad export, one-click sharing, up to 5mw systems, 45,000 component library and global weather coverage and pan file support.Starting Price: $79 per month -
14
Proposal.biz
Proposal.biz
Proposal.biz is an AI-powered platform that helps businesses create, send, and track professional proposals and quotes. It streamlines the sales process with customizable templates, real-time engagement tracking, e-signatures, and a smart content library that extracts branding and pricing details automatically. Teams can collaborate on documents in real time, eliminating version control issues and back-and-forth emails. Built-in analytics show exactly when a proposal is opened, viewed, or signed, helping sales teams follow up at the right moment. Proposal.biz integrates with CRMs like HubSpot and Zoho, and supports Slack notifications so teams stay updated the moment a client interacts with a document. By replacing static documents and scattered email threads with a centralized, trackable proposal workflow, Proposal.biz helps businesses present themselves professionally, reduce turnaround time, and close deals faster.Starting Price: $19/month -
15
Proposable
Proposable
Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done! Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals. -
16
Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
17
Reonic
Reonic
Reonic is a cloud-based business platform for renewable-energy installation companies. It combines lead and contact management, customer relationship management, solar and heat-pump system planning, 3D roof design, proposals and digital signatures, project tracking, field documentation, invoicing, and a mobile app. Teams can coordinate residential and commercial solar, storage, electric-vehicle charging, and heat-pump projects from inquiry and system design through sales, installation, and customer handover. AI features include a conversational interface, task automation, lead scoring, and meeting summaries. Reonic also provides integrations with lead providers, CRM and accounting products, plus a REST API and webhooks for custom connections. -
18
Artemis
Artemis
Artemis is a generative AI-powered clean energy proposal and design platform that transforms how installers, sales reps, and operations teams quote, sell, and manage residential solar, battery, and home improvement projects with speed and accuracy. It automatically generates complete, compliant solar and battery system layouts, shading and geospatial analysis, production modeling, and ROI savings in seconds by fusing high-resolution imagery, utility data, and local regulations, eliminating manual drafting and long design queues. It embeds financing options, lender comparisons, and soft credit checks into live proposals, lets users edit designs and pricing in real time during presentations, and supports CRM integrations and website embeds so customers can get interactive pricing and system designs online. Artemis also centralizes workflows from design through contract execution and operations, offers white-labeled tools for sales teams, and uses validated data and AI models.Starting Price: $8 per proposal -
19
Scanifly
Scanifly
98% of solar professionals conduct a technical onsite survey before construction; over 50% do so before closing a sale. With current methods, solar companies still spend hours using ladders and hand-measuring rooftops, which slows down pipelines, hurts accuracy, and increases safety risks. Scanifly’s solar design software uses drone technology and 3D modeling tools to eliminate roof climbs, decrease onsite time by up to 90%, and increase design accuracy to avoid redesigns, change orders, or delays on install day. Ladders, tape measures, handwritten notes, and handheld shading equipment can lead to inaccuracies, errors, and guesswork. Drones and 3D modeling software streamline the process while improving time, safety, and design accuracy. Take pictures with your drone (JPEGs) to digitize the project's characteristics. Automatically create to-scale 3D models of proposed sites. -
20
GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
21
Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
22
Proposeful
Proposeful
Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable. -
23
Offorte
Offorte
Proposal software that helps you win more deals in a smarter way. Offorte empowers businesses and entrepreneurs to seal more deals and conserve invaluable time by offering clever solutions for the generation and dispatch of compelling proposals. Crafting a proposal can often be perceived as a chore, even though it is critical to business success. Our goal is to alleviate this pressure and make the process more engaging for entrepreneurs through the use of digital, interactive proposals. Our perspective on proposals sets us apart. We steer clear of monotonous, order confirmation-esque proposals that are commonplace in generalist software. Our unwavering focus is on business proposals and orchestrating your triumphs. Crafting exceptional proposals that sell your dedicationStarting Price: €10 per month -
24
Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
25
SolarPlus
SolarPlus
SolarPlus is intelligent design, modelling and sales software for commercial and industrial (C&I), residential and off-grid solar and storage projects. From interval meter or consumption data it runs a feasibility assessment that prices and ranks solar-and-battery sizing options by return, then models commercial tariffs and demand charges and sizes and dispatches batteries and generators alongside solar, producing financial outputs including LCoE, NPV, IRR and lifetime cashflow. The same platform carries the approved design through proposal, online acceptance and installation handover, with a built-in CRM and no licensing cap on project size. Founded in Australia in 2011 and used worldwide.Starting Price: $2 per prospect -
26
SendSites
Third Social
The hospitality sale is about matching your proposal to the planner’s vision for the event. SendSites enables sales managers to quickly create interactive proposals that make your property stand out. Many proposals will be viewed on a mobile device. Make your first impression with high-impact visuals and videos that look great anywhere on any device. SendSites proposals automatically adjust to screen size and look fantastic. It’s worry-free and makes you look like the pro you are. SendSites is built for salespeople. Our mission is to empower sales teams to deliver marketing-quality content with the flexibility needed to close deals in the real world. With SendSites, you don’t need to be a designer to produce beautiful proposals that really sell your property. Because we focus on hospitality sales, know your workflow, and provide hands-on support, you’ll never be stuck trying to do marketing work. SendSites streamlines proposal development so you can focus on selling. -
27
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
28
iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
29
Propovo
Propovo
Propovo is a cloud-based proposal and sales workspace for agencies, consultants, freelancers and sales teams. It helps users turn client notes, meeting transcripts and business context into editable proposals, statements of work, contracts and quotes. A visual editor supports reusable templates, branding and service pricing, while branded client rooms provide a place to share documents, collect electronic signatures and follow engagement activity. Contacts, deals, proposals and client rooms are connected in a sales pipeline, helping teams manage opportunities from initial contact through document delivery. Propovo Copilot assists with preparing client communications for user review. The service connects with CRM, calendar, email and workflow tools through documented integrations, and supports webhook-based workflows. Browser-based access supports creating proposals, collaborating with clients and managing sales documents.Starting Price: $29/seat/month -
30
Nibaal
Nibaal
Nibaal offers you the advantage of detailed and well-crafted proposals to win that business deal. The proposal software platform enables you to draft, manage and send business proposals, efficiently. Develop proposals in both offline and online mode without worrying about synchronization. Nibaal’s Synchronization feature provides automatic syncing of the data available in your PC & online. Create proposals with active collaboration from other users. Collaborate and work as a team on a proposal with Invite Member feature. Our team studies your business requirement and provides software that is tailor-made for your distinct needs. It is customized in a way to offer the best proposal solution for your organization. -
31
Capture2Proposal
Capture2
Capture2Proposal is the leading GovCon business development, sales intelligence and capture lifecycle management platform. Identify and target opportunities as early as 36 months before the solicitation date giving you the runway needed to shape the deal. C2P’s machine-learning model analyzes your pipeline and feedback to suggest relevant federal procurement opportunities to consider. Easily create custom data fields to align C2P to your business development and capture processes and pipeline reporting needs. Contacts library and activity tracking ensures your winning process is repeatable and lessons learned are readily available. Integrated proposal scheduling, task and document management simplify data calls and streamline proposal planning and development. Invite, assign roles, and manage your proposal teams’ access to C2P’s DFARS/NIST SP 800-171 compliant proposal repository with ease. -
32
tenderOS
Webisoft
tenderOS is an AI-powered proposal automation platform that learns from a company’s historical proposals, quotes, contracts, and related sales documents. The system analyzes existing files to understand an organization’s writing style, document structure, pricing logic, compliance language, and service offerings. When a new RFQ or RFP arrives, tenderOS can generate a complete proposal draft using the company’s established format and content patterns. Teams can review and approve generated responses rather than creating each proposal from scratch, helping reduce turnaround time and manual copy-and-paste work. The platform can operate as a standalone proposal workspace or integrate with CRM systems including Salesforce, Odoo, HubSpot, GoHighLevel, Zoho, and Pipedrive. tenderOS is designed for organizations in proposal-intensive industries that want to improve response speed, consistency, and sales productivity. -
33
XaitWebProposal
Xait
XaitWebProposal guides you through the creation of custom mini-websites without a web developer. Ideal for sales and proposal teams looking to save time, engage buyers and keep the conversation flowing. Engagement provides opportunity insight. XaitWebProposal delivers a unique and fast way to stand out from the competitive crowd. Content and layout have important roles to play, XaitWebProposal governs both automatically for professional, on-brand documents. More engagement means more opportunities, XaitWebProposal automates the construction of mini-sites based on your content and layout to save time. Interaction accelerates the sales cycle, XaitWebProposal’s interactive experience keeps the conversation flowing. -
34
seProposals
salesElement
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.Starting Price: $85 per user per month -
35
Upland Qvidian
Upland Software
Build a winning proposal and respond to request for proposal (RFP) more efficiently with Upland Qvidian. Cloud-based and feature-rich, Upland Qvidian is an enterprise-grade RFP and proposal automation software solution that streamlines content management and drives business efficiency via a single trusted content library. Key benefits of using Upland Qvidian include centralizing sales and proposal content, enabling real-time collaboration, measuring business performance, ensuring compliance, creating and delivering professional documents, and more. -
36
Energy Toolbase
Energy Toolbase
Energy Toolbase is an industry-leading software platform that provides a cohesive suite of project modeling, storage control, and asset monitoring products that enable solar and storage developers to deploy projects more efficiently. Gold standard, an industry-leading software platform for modeling and proposing the economics of solar and storage projects. Intelligent control system software utilizing machine learning and AI to forecast and optimally discharge energy storage systems. Robust monitoring platform providing complete transparency into the real-time operation and performance of solar + storage projects. We're obsessed with accuracy and clarity. We precisely calculate utility bills and avoided costs in a transparent and defensible fashion. Our account management team provides personalized on-boarding, training, and support to tailor our products to fit your specific needs.Starting Price: $199 per month -
37
Outbooks Proposal
Outbooks
Outbooks Proposal Tool is designed for accounting and bookkeeping firms to streamline their proposal creation and management process. The Outbooks Proposal Tool simplifies the creation of professional proposals that reflect the brand’s identity. The tool automates the generation of engagement letters, ensuring compliance and consistency. Integrated payment options simplify transactions, making it easier for clients to pay for services. One of the most notable features of the Outbooks Proposal Tool is consistent value-based pricing, ensuring that clients receive transparent and fair quotes. With Outbooks Proposal Tool, accounting practice can enhance their efficiency, improve client experience, and maintain professionalism in all client communications.Starting Price: £30 -
38
Morgan Solar Sun Studio
Morgan Solar
Analyze and compare the performance of different light management technologies. Explore conceptual designs and the interaction with surroundings. Design strategies to generate electricity, provide shading and reduce operating costs. Reduce solar heat gain and glare to improve human comfort and wellness. Use sunlight to your advantage. We can help identify what matters to you and then work with you to develop a customized proposal. -
39
Super Proposal
Super Proposal
Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.Starting Price: $24/month -
40
Docue.AI
Docue.AI
Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.Starting Price: $25 per month -
41
ProposalSmartz
ProposalSmartz
The Ultimate Business Document Software! ProposalSmartz is excellent software that creates all your important documents like business proposals, letters, contracts, invoices and estimates. ProposalSmartz ensures that you close all your business leads in first go by creating winning proposals within minutes. It’s time to say Goodbye to expensive content writers. Proposalsmartz contains professional business proposals, letters, contracts, invoices and estimates written by industry experts. You need not depend on expensive content writers with this easy-to-use business proposal software. You can generate business proposals and other documents in just 3 simple steps and publish them. Proposalsmartz proposal software provides you with a huge number of business proposal templates for different documents depending on your industry. You can easily search for the required template and use it as per your choice. All the business proposal samples in Proposalsmartz have been created and reviewed.Starting Price: $49.95 one-time payment -
42
Cendyn Proposals
Cendyn
Create contactless, personalized, on-brand, and media-rich proposals with Cendyn Proposals. Seize first-responder advantage and dramatically increase group bookings by replying to RFPs in minutes. Easily add pre-designed descriptive overviews, floor plans, menus and detailed specifics of your meeting and event facilities. Tailor each sales proposal based on the recipient by using native language or compelling video content, for example, to help you stand out. Automatically embed your F&B with Cendyn Catering. Visually tell a story so your client can picture their event at your hotel! Through multiple integrations with the leading sales & catering applications, ‘rates and dates’ are instantly and accurately published to your proposal, saving time, and reducing errors. Inbox alerts notify you in real time the moment a prospect opens your Cendyn Proposal, allowing you to reach out directly while the event is top of mind. -
43
ClientPoint
ClientPoint
ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform -
44
OpenProposal
OpenProposal
OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.Starting Price: $29 -
45
Proposal Manager
Coldwater Technology
Proposal Manager is a modular proposal management solution that allows for the complete management of RFPs for virtually any industry. This robust application is designed to be integrated with your existing ERP or MRP system, empowering your sales team to have accurate product information on-demand. Embedded within the application is a fully user-maintained Product Configurator. This configuration utility allows for a complete definition of the allowable features and options you want to provide and establishes price points for each of the options, which can also be easily added and removed. We also equipped this application with the ability to manage your customers and their contact information, which will allow you to, quickly and efficiently generate and deliver proposals. If your company is currently facing challenges with the creation and delivery of accurate and thorough proposals, Proposal Manager is the end-to-end solution you need to employ to automate the RFP process. -
46
Roofgraf
Roofgraf
Measure and quote smarter with the industry’s leading take-off tool. Instant roof reports, automated HD measurements, and beautiful proposals. Be sure to get high-accuracy measurement of roofs in the United States with top quality aerial imaging by Nearmaps. Our patent-pending A.I. assistant, Liz is there to assist you in every aspect of the measurement process, from identifying pitch to differentiating all line types. With Liz on your side, you’ll never have to worry about inaccurate roof estimates again! Don’t leave your leads waiting. Get your proposals out the door in seconds. Simply trace the lines of your next roofing project with a simple drag-and-click of your mouse, and understand the scope and cost of your project in real-time.Starting Price: $99 per month -
47
Hyphenate
Hyphenate
Hyphenate is an AI-powered platform that accelerates the creation of highly customized sales proposals and statements of work. By analyzing past documents, including proposals, SOWs, and marketing collateral, it comprehends a company's capabilities, services, and brand voice. Subject matter experts and solutions architects can input relevant information about sales opportunities through emails, call transcripts, and other materials. Hyphenate then generates tailored proposals, allowing experts to refine and edit the content as needed. This process significantly reduces the time, energy, and resources typically required to produce quality proposals, enabling teams to respond swiftly to client requests. The platform is designed for solution-oriented teams across various industries, including IT services, law firms, management consulting, market research companies, insurance brokerage, construction, high-tech professional services, and financial services. -
48
NomoHub
NomoHub
NomoHub is the all-in-one field sales platform designed to replace up to 10 different tools, empowering solar and roofing businesses to streamline operations, close more deals, and reach their full revenue potential. With NomoHub, your business can aim higher, close more deals, and maximize revenue. NomoHub offers sales features such as Storm data; Canvassing; Team Tracking; Fast Estimates; Measurements, Appointments; Photos with Annotations; Proposals and Signatures all in one place.Starting Price: $35/user/month -
49
ARKA 360
ARKA 360
We made this end-to-end solar platform after speaking to hundreds of solar installers to make sure our software adapts to your workflow and improves that, and we're not something you have to massively change the way you work to use our software effectively. Take your business digital, reduce human errors, save on costs, and serve your customers better. From capturing leads to filling in site survey information and a lot more solar features, this is not the average CRM. Design & CRM in one software made especially for salespeople to design by themselves. Salespeople can do just about everything helped by AI and the easy-to-use design features. Send prospects a beautiful proposal with accurate design, solar and battery energy analysis, and financials within minutes. ARKA 360’s powerful design studio is made for technical salespeople and engineers with full 3D design, modeling to the inch, and advanced 3D analysis.Starting Price: $ 1,699 per year -
50
PX
PX
PX is the world’s first transparent customer acquisition platform, providing a single marketplace for companies to acquire customers from hundreds of vetted and sought-after sources. The company provides solutions for marketers to grow and efficiently scale their customer base, and is active in the Home Services, Financial Services, and Insurance industries. PX is a lead exchange marketplace – a platform used to connect thousands of advertisers and publishers in an open exchange. We process millions of consumer inquiries each month across industries including Financial Services, Insurance, Home Security, Solar, Windows, HVAC, Roofing, Flooring, and Automotive. PX was originally established as part of ReviMedia in 2010 and launched in 2016. Its headquarters are in New York City, with offices in Los Angeles, Amsterdam, Panama City, and Odessa, Ukraine.
