Send branded battery proposal and booking link to prospects

Your unassembled offer rows in the leads sheet delay outreach and cause missed site bookings. You receive a complete, branded proposal with technical attachments and a booking link same day.

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Overview

Manual proposal assembly steals time from installs and delays customer bookings for small solar teams. This workflow converts an updated lead row into a branded proposal with technical PDFs and a booking link, enabling same-day outreach and faster site scheduling.