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What is Solo?

Dynamic proposals, paired with a comprehensive document management system and next-day turnarounds for CAD and engineering, significantly enrich the sales process, leading to improved deal closure rates and enhanced overall efficiency. Our solar and roofing software facilitates effortless access to your proposals, allowing for rapid customization regardless of location. With capabilities that include tailored company branding and integrated financing options directly within the proposals, our software effectively optimizes operations for greater deal closure and efficiency. Are your proposals sufficiently catering to the needs of your sales staff? In an era where quick responses are paramount, consumers anticipate real-time adjustments. The Solo solar proposal software empowers you to implement live changes through our dynamic and interactive features. By prioritizing speed and accuracy, your sales team can request and receive a proposal in just a few minutes while engaging directly with the customer in their home. Furthermore, our dedicated design team works alongside you to create a professional proposal template that aligns with your unique branding and sales goals, ensuring your presentations resonate with potential clients. This extensive level of customization not only elevates the professionalism of your proposals but also significantly enhances the chances of achieving successful sales outcomes, ultimately driving growth for your business. Embracing these innovations positions you to stay ahead in a competitive market.

What is Enerflo?

Enerflo streamlines the entire process from lead generation to obtaining Permission to Operate (PTO), empowering your solar business to succeed. As a genuine open platform, we invite you to connect your favorite tools, allowing Enerflo to seamlessly consolidate all of them. Trust in our innovative technology, and we will surpass your expectations. Enerflo Sales Core equips your sales team with the most integrated solar sales process available today. By utilizing a single platform with one login, you can enjoy a seamless experience throughout the entire solar customer journey. Bring us your most complex contracting obstacles, and we will provide you with accurate, real-time contract generation, integrated interconnection documents, secure signing capabilities, and much more. Tailored specifically for the solar industry, our solutions outperform any other signing alternatives on the market. Moreover, with Enerflo’s built-in financing options, sales representatives can eliminate the inconveniences of juggling multiple logins for various solar finance platforms. Our strong integrations with top industry lenders guarantee that quoting, applying, approving, and signing processes are all effortlessly coordinated for everyone involved, thereby enhancing the solar sales experience. In addition, our commitment to continuous improvement ensures that your business remains at the forefront of the solar industry.

Media

Media

Integrations Supported

Mosaic
SPOTIO
SalesRabbit
CallTools
Copper
Docusign
Enerflo
GoHighLevel
Google Drive
HubSpot Customer Platform
Insightly
Pipedrive
Podio
SMARTBoard
Smartsheet
Solo
Sunlight
Twilio
Zapier
monday.com

Integrations Supported

Mosaic
SPOTIO
SalesRabbit
CallTools
Copper
Docusign
Enerflo
GoHighLevel
Google Drive
HubSpot Customer Platform
Insightly
Pipedrive
Podio
SMARTBoard
Smartsheet
Solo
Sunlight
Twilio
Zapier
monday.com

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Solo

Date Founded

2018

Company Location

United States

Company Website

gosolo.io

Company Facts

Organization Name

Enerflo

Date Founded

2019

Company Location

United States

Company Website

enerflo.com

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

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

Categories and 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

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