Compare Solargraf vs Estimo

Summary

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

Estimo keeps all your sales data (clients, rate cards, products and proposals) in one place. Creating professional & profitable estimates now takes minutes, not hours. Avoid project resourcing issues through the clear tracking and visualization of project progress. Create, access, and edit proposals wherever you are from your computer, tablet or mobile. Graphical visualizations, notifications and live activity feed help you to stay on the ball with actions across your team. ..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

Top alternatives to Solargraf

Aurora

PandaDoc

Proposify

Ideagen Huddle

Qwilr

Top alternatives to Estimo

PandaDoc

Proposify

Ideagen Huddle

Qwilr

Bidsketch