partnerships & integrations

Accelerating your Ascent

Your success is our success. SOLO is dedicated to being the best we can so your business can flourish. This means we are constantly improving our services and software. Creating valuable partnerships is a significant part of that.

All our partnerships and integrations add to accelerating the ascent of your business. SOLO creates relationships with other companies and work alongside them to help our mutual clientele. These services include financial integrations, partnerships that add to the ease of use and more.

Sales Rabbit

You can now order proposals from within the Sales Rabbit app and SOLO will deliver them with the same quality and accuracy. The lead info from Sales Rabbit will automatically populate your SOLO proposals.


Integrated right into the proposal for instant customer approval and credit checks without leaving the SOLO software. GoodLeap delivers a tech-enabled lending experience that is simple, fast and frictionless.

Sunlight Financial

This financing integration offers homeowner-friendly loans with a simple approval process and no pre-payment penalties. Sunlight Financial partners with solar companies and home improvement contractors.


SOLO and Dividend are focusing on bringing customers the opportunity to obtain clean energy through a comprehensive suite of financing options. Dividend is one of the leading financing solutions.

Balance Claims

This integration is available for all of SOLO’s roofing clients. Balance Claims is a supplement company for insurance claims and estimates. They are equipped with the most experienced and high-volume staff.


This integration brings review capabilities available for use in the proposals and sync with other accounts. A customer can leave the review in the proposal, and it will be posted across multiple platforms.

Arcadia Power

SOLO proposals use utility info provided by our partner, Arcadia Power, making the process seamless. Consumers have the option to choose clean, renewable energy sources with Arcadia Power.


HD imagery is now available in your SOLO proposal using our Nearmap integration. These high definition images are used by our CAD engineers, ensuring accuracy and efficiency.


Leave the outdated process of printing and faxing in the past. Customer signatures are now available right in the SOLO proposal and are fully electronic. DocuSign makes closing deals easier.


Founded in 1904 CertainTeed® is North America’s leading brand of exterior and interior building products, including solar. SOLO’s design and proposal services are available to CertainTeed’s network of credentialed solar installers.


Mosaic is integrated into the Solo platform. “The Simplest Financing Experience in the Industry” From solar energy systems + batteries to remodeling, roofing, HVAC, and more, Mosaic makes financing energy-efficient home improvements easy and affordable.

See these integrations in real-time by scheduling a risk-free demo below.



Solar Proposals

Roofing Proposals


3401 N Thanksgiving Way #150

Lehi, UT 84043

Support - 888.316.5845

Sales - 385.324.6522

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Weekends by Appointment Only


SOLO is a sales conversion platform that specializes in creating dynamic, customizable proposals for both roofing and solar services.

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