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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
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