Create priced solar proposal from client form submission

Your configurator submissions need manual distance, toll and cost calculations, delaying quote creation and follow-up. It delivers a priced proposal and shared files so sales can send offers same day.

Workflow preview:

Zap details:

Overview

Manual distance and toll calculations slow quote delivery and leave reps waiting on priced offers. This flow automates lookup and pricing, generates a client-ready presentation, and files everything for the rep to review and send. Results: ready proposals and shared assets available same day for faster outreach.