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ease
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design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Establish comprehensive roles and permissions for each member of your team, ranging from account owners to sales representatives and accountants, ensuring that every individual has tailored access to the specific software functionalities they require while restricting access to unnecessary areas. Monitor all of your ongoing projects—be they new, active, or completed—through a user-friendly dashboard that provides an overview of your operations. With a real-time, comprehensive perspective of your account, you can ensure that no detail slips through the cracks. Personalize your proposals by incorporating your company’s branding elements, rearranging or omitting sections as needed, and embedding your logo and cover image to enhance the visual appeal of your quotes. Take advantage of our good, better, best feature to present clients with various product and pricing alternatives within a single proposal, allowing them to easily e-sign the option they prefer. Additionally, streamline the permit application process and engage with homeowners like never before by utilizing our innovative virtual site assessment tool, which enhances remote interactions. This robust suite of features is designed to optimize your workflow and improve client relationships significantly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Saular

Integrations

Saular

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$229 per month
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

Solargraf

Country

Canada

Website

www.solargraf.com

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

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

Alternatives

Alternatives

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