Proposals customers can sign on the spot
Turn a design into a branded solar and battery proposal with pricing options and rebates applied, send it in minutes and get it signed online.
Step-by-step workflow
How it works
Each step happens inside the same job, so nothing is copied between tools.
-
Pick your template
Your logo, colours and wording, set up once for the whole team.
-
Add options and pricing
Show solar-only and solar plus battery side by side with rebates applied.
-
Send and track
Email the proposal and see when it is opened and which option is viewed.
-
Signed online
The customer signs from their phone or laptop; the job moves to won.
Capabilities
What you get
Everything included in proposals and e-sign to help your team move faster from enquiry to install.
Branded templates
Every consultant sends the same professional proposal.
Rebates applied
Solar STCs and battery rebate tiers calculated into the price.
E-signature
Customers review and sign online; no printing or scanning.
Open tracking and reminders
Know who opened the proposal and follow up at the right moment.
Invoicing and payments
Raise invoices and track deposits once the job is signed.
Questions installers ask
Something else on your mind? Ask the team and you will hear back within one business day.
Can customers sign on a phone?
Yes. The proposal and signature work on any modern phone, tablet or computer.
Can I show more than one system option?
Yes, on Standard plans and above. Customers compare options in the proposal and pick one when they sign.
Does the proposal include rebates?
Yes. Solar STCs and the federal battery rebate are calculated from the design and shown in the pricing.
Connected workflow
Works together with
Connected modules that share the same customer, roof design and job record.
Quote your next solar job in AktisHub
Free plan, no credit card and no lock-in. Bring your data and we move it across for you.