Compare Fresh Proposals vs Solargraf

Summary

Fresh Proposals is a sales proposal management solution using which business houses can eliminate the traditional designing tools and bring in the modernized ones. Sales professionals and marketers can grab useful insights and analytics about proposal related interactions and improve their effectiveness in real-time. Professionals can monitor the performance of their sales, based on multiple parameters using the dashboard within the platform. Fresh Proposals sends on-time alerts via email when a particular proposal gets viewed or accepted. Companies can set revenue targets on an annual basis and monitor them at regular intervals. The customizable pre-designed templates, helps users in accelerating the process of making beautiful and engaging proposals. Various drag and drop blocks including images, textbox, signatures, tables etc enhance the interaction levels of an individual proposal. Its interactive quotation or pricing feature enables users to incorporate both fixed and recurring fees within the financial proposals and make items editable for the clients. The software facilitates real-time collaboration among the team members and clients. ..show more

Solargraf is an end to end solar design management software specially created for installers, lenders and manufacturers, helping them to scale up their businesses. The software arrives with great features to assist its users in automating, structuring and growing their business. Pro quotes feature within Solargraf, allows users to enter a particular address and get access to relevant information. They can design a structure for an individual roof and crack the entire deal within 60 seconds. The software makes financing process more understandable and straightforward. Solargraf facilitates speedy permits, enabling users to get their hands on necessary compliant permits and stamps in real-time. The platform also facilitates on-time expansion by allowing users to generate unlimited jobs and projects within a single account. Solargraf with its customization options, enables users to generate business proposals of their choice. Along with this, One-Click Shading, E-sign, Real-Time Negotiations and Imagery Upload are some of the other highlighted features of the software. ..show more

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Alert Notifications Alerts the user when predefined criteria is met

Approval Workflow Allows to route the documents to one or multiple people for seeking their approval

CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management

Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel

Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.

Document Analytics Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail Tracks the document signature history and timestamp for legal attestation

Document Library Central repository to manage your assets like Images, PDF files, etc.,

PDF Export Enables to export the document to PDF file for easy sharing

e-Signature Electronic Signatures help users to sign their digital documents remotely

• Stripe Payments
• HubSpot CRM
• Salesflare
• Pabbly Connect
• Zapier
• Xero

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