Name: Solargraf
Price: 159 USD
Rating: 10 (1 reviews)
Author: Enphase Energy

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Mobile App Development

Development

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Enhanced 911 (E911)

Manufacturing Execution

Org Chart

Smart Spaces

VoIP

Enterprise

Accounting

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Endpoint Encryption

Fraud Detection

HTML Editors

In-Memory Databases

Incident Response

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Routers

SIP Trunking

Storage Area Network

System Monitoring

Technology Scouting Software

Traffic Switching

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Content Marketing

Customer Reference Management

Data Management

Digital Signage

Email Marketing

Marketing Automation

Online Reputation Management

Social Login

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Quote to Cash

Sales

Auto Repair

Emergency Notification

HIPAA Compliance

Home Health Care

Insurance Agency Management

Intelligent Document Processing

OSS/BSS (Operations Support/Business Support)

Retail Analytics

Smart Cities

Vertical-Specific

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Proposal Management and Production System (PMAPS)

Proposal Software

Solargraf is a software solution designed for solar and storage projects. It caters to solar installers of various sizes, from small businesses to large enterprises. This software is utilized by professionals in the solar industry, including solar installers, sales professionals, roofers, as well as engineering and design firms specializing in solar and storage projects. Solargraf offers a range of features that aim to streamline workflows and enhance project efficiency.

## Key Features

**Streamlined Workflow**: According to the vendor, Solargraf offers 3D design and proposal tools that aim to enable users to design, finance, sign, and begin permitting in just 10 minutes, potentially improving project efficiency.

**Accurate Design Optimization**: Utilizing LIDAR technology, Solargraf aims to accurately identify roof pitch and height, allowing users to adjust, reposition, and tilt panels for potential efficiency improvements while refining their estimates.

**Real-Time Production Prediction**: Solargraf provides an advanced shading tool that aims to enable users to predict production figures in real-time, potentially optimizing the placement of panels and ensuring optimal energy generation.

**Diverse Image Resources**: Solargraf offers access to diverse image resources, including Nearmap, Google Maps, and Bing Maps, which may optimize roof visualization and aid in accurate design and placement of solar panels.

**Precise Panel Positioning**: The vendor claims that Solargraf strategically addresses setbacks, obstructions, and shaded zones using solar irradiance data, aiming to ensure precise panel positioning for potential maximum energy output.

**Tailored Proposals**: Solargraf allows users to create tailored proposals, incorporating their company's branding and color scheme, potentially enhancing the sales process and creating a customized customer experience.

**Flexible Financing Solutions**: According to the vendor, Solargraf enables users to display multiple financing options on a single screen, potentially facilitating decision-making by presenting customers with various choices.

**Customizable Storage Systems**: Solargraf supports 10 major manufacturers of storage systems, allowing users to customize storage system designs to match customer energy objectives and requirements.

**Effortless Contract Finalization**: Solargraf expedites the contract finalization process with electronic signatures through DocuSign, potentially simplifying the sales process and reducing administrative burdens.

**Team and Customer Experience Customization**: Solargraf aims to simplify team access management, offer customization options for proposals, and allow users to create unlimited projects and showcase multiple scenarios, potentially providing a personalized experience for both the team and customers.

Basic

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

Silver

Gold

Free

Bronze

Jotform

Solargraf

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

Enphase Energy

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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Solargraf

Overview

What is Solargraf?