Sell
From first call to signed proposal without re-typing a thing.
Design the system on the customer's actual roof, turn that design into a proposal in the same workspace, and watch the customer read and accept it online.
How selling works
Five steps, one record.
Each step hands its work to the next. The customer record is created once and everything else attaches to it.
- 01
Capture
Website forms, referrals or manual entry. Each lead becomes a contact with a conversation from day one.
- 02
Understand
Power bill, address and priorities on the record. Site visits are booked and reminded from the same place.
- 03
Design
Roof planes, obstructions, module placement and stringing on real imagery.
- 04
Propose
Proposal Studio imports the design: size, production, equipment and your pricing.
- 05
Accept
The customer reads, asks questions in the thread and accepts online. The project starts.
Solar Design
Detailed solar design, guided by default.
A guided journey walks any team member from the roof to the results. Experienced teams can switch to the advanced workspace when they need the full canvas.
Real roofs, honoured
Measured roof planes on aerial or terrain views. Obstructions, walkways, vents and restricted areas are respected by auto-placement.
Equipment sets the limits
Module, inverter, MPPT and string-length windows come from the equipment itself. Microinverter branches and optimizers follow their own rules.
You approve the suggestions
Layout, shading and battery suggestions stay suggestions until you apply them. Structural and mounting feasibility is shown with its source, never as an adequacy claim.
Proposal Studio
The design becomes the proposal.
Import the applied design, build the pages, brand them and preview exactly what the customer will see.
Nothing re-typed
System size, production, equipment and price arrive from the design and your estimating defaults. Readiness checks flag what is missing before you send.
Sent means final
Sent versions are immutable. A change becomes a revision with a clear history, so both sides know which version they are reading.
You see where it stands
Value, time in market and how much has been read, with what to do next stated as interpretation rather than fact.
For the sales team
Scope that matches how you sell.
The Sales and Marketing role
Sees the projects it created or is assigned to, and the designs, proposals and documents inside them. Payments, automations, team settings and billing stay with Owners and Admins.
What the customer gets
A free ClickSabi account holding the proposal, the conversation and later the project and payments. They also get independent tools to compare proposals and review contracts, and better-informed customers decide faster.
FAQ