SunPro+

Open SunPro+ and start the day where your pipeline lives. Create a new deal from a lead or sync one in from your CRM. Add site notes, utility bill details, and the decision makers. Build polished offer packages in minutes: select equipment from your approved vendors, set pricing, and generate several options (cash, loan, PPA) within a single opportunity. The quote editor keeps specs, incentives, and terms consistent across versions. Share a secure link or export a branded PDF, capture e-signatures, and let SunPro+ log outcomes automatically so your next action is unambiguous.

As responses arrive, use the audience panel to group prospects by real behavior—first visits, follow-up meetings, prior purchases, or stalled evaluations. SunPro+ applies machine learning to recommend what to do next: optimal email send times, likely discount ranges, and which template resonates for each segment. Launch tasks from suggestions, queue reminders, and A/B test two proposal variants to learn what closes. Reps get prioritized to-dos tailored to each lead; managers see where momentum is weakening and can coach before deals go cold.

Connect SunPro+ to the rest of your stack through the API. When a lead hits “Qualified” in your CRM, auto-create an opportunity with a starter quote. On signature, push documents back to the account, notify finance, and schedule the post-sale workflow. Keep vendor catalogs synced so pricing, warranties, and SKUs stay current; if a panel is discontinued or out of stock, affected quotes are flagged with recommended substitutes. Use roles and approvals to govern discounts and protect margins, and keep team communication in context with deal-level comments and mentions that never leave the record.

Dashboards expose conversion by channel, time-to-close, win rates by rep, and revenue by equipment combinations. Track where prospects leak from stages and fix bottlenecks—too many proposals without second meetings? Build a playbook and apply it to every new deal. Standardize templates for residential and commercial packages, then clone them for new territories without rework. Whether you’re a small shop or coordinating multiple regions, SunPro+ gives you repeatable steps, clear ownership, and the data to optimize your sales motion week over week.