Capture customer specifications to configure manufacturable products with accurate pricing. Generate quote comparisons with different options and financing offers. Create proposal and contract documents for customers.
Manage leads by uploading them from your device. Track buyer status within the or receive push notifications for updates. Qualify leads through outreach and profile building. Monitor pipeline growth and identify ripe buyers for closing deals.
Create and manage PACE projects with Touch or Face ID authentication. Receive push notifications and use quick actions for efficient task handling. Check eligibility, create proposals, submit applications, and manage projects.
