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Description

Streamline your proposal process by eliminating the tedious tasks of copy/pasting and searching for replacements across all new proposals for your clients and leads. Transform your proposal workflow with just a few clicks, reducing the time spent from hours to mere minutes, while impressing your clients with visually appealing proposals that set you apart from the competition. Enhance your sales presentations by incorporating videos and rich media directly into your proposal pages, creating a more engaging experience that is sure to leave a lasting impression. Avoid the hassle of tracking down payments after your proposal is accepted by enabling proposal payments, allowing you to collect initial payments instantly with a simple process for your clients: review, accept, pay, and you're all set! Effortlessly integrate with the tools you already use to manage your sales data, ensuring a smooth and efficient proposal workflow. Dynamically generate proposals from your CRM opportunities and seamlessly push proposal updates back into your CRM, providing greater visibility into all your ongoing deals and enhancing your overall sales strategy. Ultimately, this approach not only saves time but also boosts your productivity and increases your chances of closing deals successfully.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Capsule Yes 
Docusign No 
Enerflo No 
Insightly Yes 
Mosaic No 
Nearmap No 
Pipedrive Yes 
Podium No 
SPOTIO No 
SalesRabbit No 
SmartCallz No 

Integrations

Capsule No 
Docusign Yes 
Enerflo Yes 
Insightly No 
Mosaic Yes 
Nearmap Yes 
Pipedrive No 
Podium Yes 
SPOTIO Yes 
SalesRabbit Yes 
SmartCallz Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Proposable

Founded

2009

Country

United States

Website

www.proposable.com

Vendor Details

Company Name

Solo

Founded

2018

Country

United States

Website

gosolo.io

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository Yes 
Document Management No 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

Solar

2D/3D Drawing No 
Analytics / Reporting No 
Bill of Materials No 
CMMS No 
Estimating No 
Field Service Management No 
PV Animation No 
Permitting No 
Preventive Maintenance No 
Proposal Management No 
Solar Design No 
Solar Maintenance Management No 
Solar Monitoring No 
Solar Project Management No 
Solar Sales / CRM No 

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