Bonus Sales Features
Here are some special features that make top software solutions stand out from the rest.
1. Proposal Adjustments in Real-Time
Being able to adjust your proposal on the fly can mean the difference between a closed deal and a lost opportunity. With traditional solar software, a proposed design change could require work by different teams, introduce errors, and take significant time. The best solar software allows you to accommodate those unique customer requests and make design changes on the spot.
- Increases market potential
- Empowers your sales team
- Reduces errors

2. Quote Roof Replacements with Roofing Data
Roofing APIs can help you build out a comprehensive roof replacement quote to deliver alongside your solar proposal. An estimated 2.8 million homes per year are in need of re-roofing (according to the National Renewable Energy Laboratory), so software that can help you generate real-time roof quotes will help you continue moving your deals forward.
- Increases market potential
- Empowers your sales team
3. Close On the Spot with E-Signature Options
Some solar software companies offer e-signature options that can help you close customers on the spot. Having smart software that can pull all of the project details into a contract saves your reps time and speeds up the entire sales process. The added bonus of generating contracts that can be e-signed on the spot sets your sales team up to close more deals more quickly.
- Streamlines the documentation & closing process
- Speeds up sale time
- Empowers your sales team
4. Instant Site Designs
With AI-powered solar design and sales tools, you can show your lead a 3D solar system model of their home at the click of a button. With a powerful AI design tool in the palm of your hand, you can focus less on the design and more on the sale. The generated 3D design shows your lead their estimated energy production and savings. Walking your lead through the site design with the software’s interactive LIDAR and sunpath animation can help build trust and credibility in your service.
- Increases sale speed & close rate
- Improves brand perception
- Increases customer confidence
5. Proposal Embedded Site Design
One way to make your sales proposals stand out is by adding elements of the customer’s solar design right into the 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.
- Improves brand perception
- Increases sales
- Speeds up workflows
6. Automated Contract Generation
Raise your sales game and streamline the closing process with an automated contract feature and integrated e-signature option. With automated contract generation, you can manage all of your documents in one place.
Upload and configure all of your contracts, utility agreements, change order forms, and any other documents directly from your solar software. Plus, with an integrated e-signature option, you can get the final signature at the first meeting, simplifying your sales process and boosting your close rate.
- Speeds up sales cycle
- Increases sales
- Speeds up workflows