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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 Expedience Software?

Optimize your best practices, workflows, and standards to better assist your proposal creators, sales teams, and subject matter experts. With a focus on user-friendly design, we guarantee that your teams will adopt these changes seamlessly. We are eager to help you evaluate the potential benefits your organization could realize by investing in Expedience Software. Click here to start a Return on Investment (ROI) assessment. In a concise 15-minute session, we will present you with 20 easy-to-answer questions aimed at assessing and scoring the quality and scalability of your current proposals. Relying on outdated manual proposal processes could be costing your organization more than you realize, as these inefficient methods not only squander precious time but also hinder the productivity of proposal writers, sales professionals, senior staff, and subject experts alike. The most effective proposal software now incorporates the latest Generative AI technology. Expedience automates your proposal creation right within the tools your team is already familiar with—Microsoft Word. This capability has been further enhanced by the recent launch of Microsoft Copilot, the premier AI tool for developing sales proposals. By leveraging this powerful combination, your organization can transform the proposal creation process into one that is far more efficient and impactful. As a result, you'll not only save time but also improve the overall quality of your proposals, leading to greater success in your sales efforts.

Media

Media

Integrations Supported

Docusign
Enerflo
Microsoft Copilot
Mosaic
Nearmap
Podium
PowerPoint
SPOTIO
SalesRabbit
WordPad

Integrations Supported

Docusign
Enerflo
Microsoft Copilot
Mosaic
Nearmap
Podium
PowerPoint
SPOTIO
SalesRabbit
WordPad

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

Expedience Software

Date Founded

2012

Company Location

United States

Company Website

www.expediencesoftware.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

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

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

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