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About

Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs.

About

Give your customers a polished sales experience that leaves a lasting impression. Show them that your company is the clear choice for the job. Keep things consistent across your entire sales team, even the new guys. Use our pre-built quotes or create your own, build-templated content that you can use again and again. Share everything with your team so they can replicate your best work. Squeeze a little extra revenue out of each job with no extra effort. Create a standard list of optional upgrades that you can offer every time. Keep your base price competitive, and let your customers decide on the extras. Never miss out on an opportunity to sell the largest job possible. Include multiple trades or offer good, better, best options within one quote. Customers can sign off on the quotes they’d like to move ahead with.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Solar and roofing companies requiring a sales conversion platform to optimize their document management operations and sales processes

Audience

Roofers wanting a solution that provides quotes in minutes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$209 per month
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 3.0 / 5
features 1.0 / 5
design 1.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Solo
Founded: 2018
United States
gosolo.io

Company Information

SumoQuote
Founded: 2018
www.sumoquote.com

Alternatives

Alternatives

SolarLogics

SolarLogics

Logics CRM
ONTILITY Pro

ONTILITY Pro

Energy Matters

Categories

Categories

Integrations

SalesRabbit
Acculynx
Docusign
EagleView
Enerflo
HOVER
HubSpot CRM
HubSpot Customer Platform
JobNimbus
Leap
Mosaic
Nearmap
Podium
QuickBooks Online
RoofLink
Roofr
SPOTIO
Salesforce
Zapier
Zoho CRM

Integrations

SalesRabbit
Acculynx
Docusign
EagleView
Enerflo
HOVER
HubSpot CRM
HubSpot Customer Platform
JobNimbus
Leap
Mosaic
Nearmap
Podium
QuickBooks Online
RoofLink
Roofr
SPOTIO
Salesforce
Zapier
Zoho CRM
Claim Solo and update features and information
Claim Solo and update features and information
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Claim SumoQuote and update features and information