Average Ratings 1 Rating
Average Ratings 0 Ratings
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.
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
No
API Access
Has API
No
Integrations
Docusign
Yes
Enerflo
Yes
Mosaic
Yes
Nearmap
Yes
Podium
Yes
SPOTIO
Yes
SalesRabbit
Yes
SmartCallz
Yes
Integrations
Docusign
No
Enerflo
No
Mosaic
No
Nearmap
No
Podium
No
SPOTIO
No
SalesRabbit
No
SmartCallz
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$229 per month
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Solo
Founded
2018
Country
United States
Website
gosolo.io
Vendor Details
Company Name
Solargraf
Country
Canada
Website
www.solargraf.com
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
Product Features
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