Commercial Must-Have Features
Sales Solutions
1. Fully Customizable Proposal Templates
Cookie-cutter sales proposals work in the early stages of your business, but as you grow you’ll want to make your proposals customized to your needs. A good solar software will allow you to change the branding, layout, fonts, and colors of your sales proposal so it fits your brand.
2. Proposal Editing Features
Your solar software should have the capabilities to make editing sales proposals as easy as possible for your salespeople. Being able to quickly and intuitively modify sales proposals will encourage your sales team to adapt their pitch to fit each customer’s needs.
3. Placeholder Values
Some sales proposal templates include placeholder values to help guide the user on what information they should include. Placeholder values can help jumpstart your sales proposal generation and save time when generating a sales proposal.
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Sales Special Features
1. Embedded Site Design
One way to make your sales proposals stand out is by adding elements of the customer’s solar design into the sales proposal. Some solar software allows you to embed your site design directly into your proposal, and the best solar software will do this for you automatically.
2. Global Languages & Formats
Some sales proposal templates have the ability to support multiple languages and currencies. This can offer you the flexibility to work in different markets.
Sales Special Features
3. The Fully Integrated Lead to Close Solution
An all-in-one solution enables your team to unify their design and sales operations in one streamlined package. Your team will be able to effortlessly compare different designs and financial variables to come up with the best solution for your customer.
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Conclusion & Takeaways
Next, let's take a look at the features that make top software solutions stand out from the rest.