Proposal Close Rate Jumps from 28% to 41%

The Challenge

Sole Italia, a solar sales company in Lombardy, was losing deals to faster competitors. Their sales reps created proposals in PowerPoint and Excel, taking 1–2 days per quote. By the time the proposal reached the customer, competitors had already closed.

The Switch to SurgePV

Sole Italia adopted SurgePV's proposal builder, which auto-generates branded proposals directly from the 3D design. Reps now create proposals during the in-home sales appointment, showing customers real-time 3D visualizations and financing scenarios.

The Results

Close rate improved from 28% to 41% within the first quarter. Average proposal turnaround dropped from 2 days to 18 minutes. Customer satisfaction scores increased because proposals included accurate 3D renderings of their actual roof with panels.

Key SurgePV Features Used

• Auto-generated Italian-language proposals with Superbonus 70% modeling
• Real-time financing scenarios (cash, loan, lease) with IRR/payback
• 3D roof visualization embedded in customer-facing proposal
• E-signature integration for same-day contract closing