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support

Description

Introducing the most efficient, user-friendly, and precise 3D design software on the market, designed to ensure your proposals are dependable and financially viable, whether in the office or on-site. This tool allows for complete customization of interactive proposals, which can be accessed online or in PDF format. With a proven 24% conversion rate based on extensive sales of tens of thousands of systems through in-person and telephonic interactions, it streamlines the selling process. The seamless integration of your preferred financing options, complete with in-app real-time approvals, simplifies the selling experience significantly. Additionally, the built-in CRM, digital scheduling, instantaneous customer notifications, hardware catalogs, on-demand permitting, and e-signature capabilities enhance your workflow. You can effortlessly link your current CRM and business tools with our industry-leading platform, providing you with the flexibility to operate according to your preferences. Experience a truly customized approach to proposal generation that adapts to your unique business needs while ensuring high efficiency and effectiveness in every sale.

Description

Dynamic proposals, along with integrated document management and next-day turnarounds for CAD and engineering, enhance the sales process, ultimately improving both deal closure rates and overall efficiency. Our solar and roofing software simplifies access to your proposals, enabling quick customization from any location. With features ranging from personalized company branding to integrated lending options directly within the proposals, our software effectively streamlines operations for better deal closure and efficiency. Are your proposals adequately addressing the needs of your sales representatives? In a world that demands rapid responses, consumers expect real-time adjustments. The Solo solar proposal software empowers you to make live changes using our dynamic and interactive features. Our emphasis on speed and precision allows your sales team to request and receive a proposal in mere minutes while engaging with the customer at their home. Additionally, our comprehensive design team collaborates with you to develop a professional proposal template tailored to your specific branding and sales requirements, ensuring that your presentations resonate with potential clients. This level of customization not only enhances the professionalism of your proposals but also increases the likelihood of successful sales outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Enerflo
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit
Saular

Integrations

Docusign
Enerflo
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit
Saular

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OpenSolar

Founded

2017

Country

Australia

Website

www.opensolar.com

Vendor Details

Company Name

Solo

Founded

2018

Country

United States

Website

gosolo.io

Product Features

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

Product Features

Proposal Management

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

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Solar

2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM

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