Close deals with interactive presentations.
Build interactive web presentations with embedded proposals, energy savings breakdowns, and financing comparisons. Share a link, track when customers open it, and know exactly when to follow up.
PDFs get ignored. Presentations get explored.
Homeowners making a $30,000+ decision deserve more than a static PDF attachment. Interactive presentations let them explore savings at their own pace.
Customers explore
Interactive charts and section navigation let homeowners dig into the details that matter most to them.
You see engagement
Track which sections they visit, how long they spend, and which financing options they compare.
Follow up with context
When a customer spends 4 minutes on the loan page, you know exactly what to discuss in your next call.
Interactive presentations that work on any device
No PDFs. No slide decks emailed as attachments. Build polished, interactive web presentations that customers explore at their own pace on any device -- phone, tablet, or laptop. Energy savings data, financing comparisons, and system specs presented in a format that actually engages homeowners.
- Responsive web presentations that work on any screen size
- Interactive charts for energy savings and financial projections
- Section-based navigation so customers explore what interests them
- No app downloads or account creation required for customers
Web Presentations
Know when customers open, read, and compare
See when a customer opens your presentation, how long they spend on each section, and which financing option they compare most. Follow up with context instead of guessing. When a customer spends 4 minutes on the loan comparison page, you know exactly what to discuss in your next call.
- Open tracking with timestamp and device information
- Per-section time-on-page analytics
- Financing option comparison engagement data
- Follow-up timing suggestions based on engagement patterns
Engagement Tracking
Pull live proposal data into every presentation
System specs, energy production estimates, and financial analysis are pulled directly from the proposal record. One source of truth across all customer-facing documents. Update the proposal and the presentation reflects the changes automatically -- no version mismatch between what you said and what you sent.
- Live data sync from proposal records to presentation content
- System size, panel count, and production figures always current
- Financial projections update when proposal terms change
- Single source of truth eliminates version conflicts
Proposal Embedding
Secure, shareable links with access control
Each presentation gets a unique, secure share URL with a token. Customers access it without creating an account -- just click the link. You control access and can revoke links at any time. Share via email, text, or in person at the kitchen table.
- Unique secure URLs with token-based access
- No customer account required to view presentations
- Revocable links for access control after sharing
- QR code generation for in-person presentation sharing
Share Links
Reusable templates for consistency across your team
Create presentation templates for different customer segments, financing programs, or utility territories. A ComEd residential customer sees different rate comparisons than an Ameren customer. Templates ensure brand consistency while adapting content to each customer's situation.
- Template library organized by customer segment and utility territory
- Brand-consistent layouts across your entire sales team
- Utility-specific rate comparisons (ComEd, Ameren, Alliant, MidAm)
- Template versioning so updates roll out across all new presentations
Templates
“Customers actually engage with the interactive presentations. We stopped sending PDFs that nobody opens and started sharing links that homeowners explore with their spouse after dinner.”
Sales Rep
Residential Solar Company
Present solar like it deserves
Free to start. No credit card required. Build your first presentation in minutes.
No credit card required. Free during beta.