Capture solar leads with ready proposal packages for sales reps

Business owners miss solar leads when proposal requests sit in inboxes, causing stalled pipelines. Create a tailored offer and calculation sheet linked to each lead, so sales reps follow up quickly.

Overview

Missed or slow proposals cost solar businesses deals and stall pipelines. This workflow turns inbound inquiry emails into ready-to-send offers and calculation sheets linked to the contact and notifies the rep, so follow-ups happen faster and manual document prep is removed.

Notable Features

Generate personalized proposal documents
Create calculation spreadsheets per lead
Attach proposal links to CRM