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Average Ratings 33 Ratings

Description

Quickly insert content, pricing, and layouts to craft compelling proposals within moments. This tool is ideal for sales professionals, teams, and anyone involved in finalizing agreements. Accelerate the signing process of your sales proposals with the e-signature feature, allowing you to secure client signatures online upon their approval. There’s also the option to export your proposals as PDFs. Clients will be impressed by a personalized landing page and stunning proposal templates. With web-based analytics for proposals and real-time notifications, you’ll stay informed when clients view proposals or require follow-ups. Bidsketch serves as proposal software designed to help you finalize deals rapidly, enabling you to concentrate on your core responsibilities. It’s a proposal management solution that can reduce your proposal preparation time significantly, allowing for increased upselling opportunities and higher closure rates within your sales pipeline. Numerous leading businesses and sales teams have transitioned to Bidsketch, resulting in thousands of users successfully closing deals worth hundreds of millions of dollars, all while saving valuable time. This innovative approach not only enhances productivity but also improves client satisfaction by streamlining the entire proposal process.

Description

Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Zapier Yes 
Facebook No 
Formstack Yes 
Formstack Documents Yes 
FreshBooks Yes 
Google Ads No 
Harvest Yes 
HubSpot Customer Platform Yes 
Incredible Yes 
Insightly Yes 
MetroMap No 
Nearmap No 
Stackreaction Yes 
Wufoo Yes 
Xero No 

Integrations

HubSpot CRM Yes 
Zapier Yes 
Facebook Yes 
Formstack No 
Formstack Documents No 
FreshBooks No 
Google Ads Yes 
Harvest No 
HubSpot Customer Platform No 
Incredible No 
Insightly No 
MetroMap Yes 
Nearmap Yes 
Stackreaction No 
Wufoo No 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$4 per project
Free Trial Yes 
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 Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Bidsketch

Website

www.bidsketch.com

Vendor Details

Company Name

Pylon

Founded

2016

Country

Australia

Website

getpylon.com

Product Features

Proposal Management

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

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator No 
Proposal Management No 

Solar

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

Alternatives

Alternatives