Offering & Sales
Create personalised
Offers in minutes
not hours
Show your customers their future system in 3D, with savings, costs and benefits at a glance. Online or as PDF, compelling enough to make the buying decision noticeably easier.
One place for everything. Inquiry, calculation, proposal and signature stay in the same view.
Fewer errors. Prices, components and discounts are maintained once and applied correctly everywhere.
Faster closes. Whoever delivers a compelling proposal faster wins the deal more often.
Feature Overview
From first contact to signed offer.
Personalised Proposals
Proposal creation: use the standard template or design your own PDF: customise texts, add individual pages and automatically attach datasheets for the components used.
Bill of Materials Management
Calculation: build bills of materials in seconds. Recurring costs run automatically, discounts and optional line items are set freely. Includes bundled items and synchronised pricing.
CRM Integration
Customer management: activities, notes, contact details and the status of every deal directly in the platform, complemented by file storage and an open API.
Component Library
Data foundation: subscribe to suppliers and store pricing options, units, installation costs, margins and individual VAT rates, set up once, maintained continuously.
Automatic Price Updates
Price maintenance: connect suppliers and manufacturers as integration partners and manage all building blocks of project planning in one central place.
Online Offers
Customer experience: the customer opens their personalised proposal online, reviews the details and confirms it in just a few clicks, with no media break.
Benefits
What improves in everyday sales:
1. Fewer errors
Prices and components come from a single maintained source instead of several loose spreadsheets.
2. More professional proposals
3D visualisation, clear costs and savings build trust and make the decision easier.
3. Faster sales process
Proposals are created in minutes, and deals can be closed while interest is still fresh.
"Being able to fully plan a PV system within 10 minutes during a customer conversation and send the offer immediately is both professional and significantly time-saving."
Castern Otto,
Solarstrom Niederrhein GmbH
Ready for faster proposals?
Costs, components and customer contacts come together in one place. No switching between tools, no data entered twice. Convince more prospects with less effort and focus on what matters: selling.
Further Use Cases
