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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 PX?

PX stands as the pioneering transparent platform for customer acquisition, offering a unified marketplace where businesses can connect with numerous reputable sources to gain new customers. This innovative company caters to marketers aiming to expand and enhance their customer reach, particularly within the Home Services and Financial Services sectors. Acting as an open marketplace for lead exchanges, PX bridges thousands of publishers and advertisers in a collaborative network, processing millions of consumer inquiries each month across diverse industries such as Financial Services, Insurance, and Home Security. Originally founded as part of ReviMedia during its 2010 launch, PX became an independent entity in 2016, with its main office located in New York City alongside additional locations in Los Angeles and Odessa, Ukraine. The platform continues to evolve and adapt to the ever-changing landscape of customer acquisition, solidifying its position in the market.

Media

Media

Integrations Supported

Chirply
Docusign
Enerflo
Lead Prosper
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit
SmartCallz
TUNE

Integrations Supported

Chirply
Docusign
Enerflo
Lead Prosper
Mosaic
Nearmap
Podium
SPOTIO
SalesRabbit
SmartCallz
TUNE

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

PX

Date Founded

2016

Company Location

United States

Company Website

www.px.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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Roofing

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

Security System Installer

Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Lead Management
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

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