Features · One platform, every tool
Everything you needto close more deals.
Design, propose, finance and sign without leaving donefy. Aerial roof reports, live proposals, credit, e-signatures and AI follow-up, all on one customer record.
8 core tools
One login, one record
B2B · B2C · D2D
Built for every motion
Setup in minutes
Industry templates included
Connect Financiers
Financing, Integrated.
Financing Partners
Apex Capital
3/3 products
Summit Finance
4/4 products
BluePeak Lease
0/0 products
Horizon Credit
0/0 products
Cornerstone
55/55 products
Vantage Fund
26/26 products
Meridian Capital
165/165 products
Apex Capital
Financial Products
Connect Financiers
Financing, Integrated.
Plug your financiers directly into donefy.
Plug your financiers directly into donefy. Run applications, track approvals, and present financing options to your prospects without ever leaving the platform.
- Direct integration with leading lenders
- Real-time approval status
- Multiple financing options per proposal
- Side-by-side comparison for your prospects
Financing Partners
Apex Capital
3/3 products
Summit Finance
4/4 products
BluePeak Lease
0/0 products
Horizon Credit
0/0 products
Cornerstone
55/55 products
Vantage Fund
26/26 products
Meridian Capital
165/165 products
Apex Capital
Financial Products
HD Aerial Imagery
The Sharpest View of Every Rooftop.
HD aerial imagery and roof reports, from any address.
Type an address and get high-definition aerial imagery, a measured roof and a report you can hand to the homeowner. Roof AI traces every plane, pitch and edge, and the numbers flow straight into your proposal and estimate.
- HD aerial imagery, refreshed frequently
- Roof AI measures planes, pitch and edges
- Roof reports from $3, Pro $12, Premium $18
- Insurance-style roof estimates in minutes
Run Credit
Qualify Prospects in Seconds.
Soft pulls. Instant results. Zero friction.
Run credit checks directly from donefy. No more bouncing between tabs or outside portals: pre-qualify your leads before you even leave the appointment.
- Soft pulls, no impact on credit score
- Instant results
- Secure and fully compliant
- Integrated into your sales flow
Crm / Proposals
Avery Bennett — Single Family
Created May 19, 2026
Credit Check
Run Credit
Loan Decision
Credit
No credit information
Run a check to view
Proposals
Proposals That Actually Close.
Build, send, and track in minutes.
Build proposals that stand out. Industry templates, live pricing, financing options and roof measurements in one document, ready to send in minutes.
- Fully customizable industry templates
- Real-time pricing, adders and financing
- Send, track, and update on the fly
- 5 proposals a month on Basic, 15 on Pro, then $7 each
Renewable Energy Inc.
Powering Tomorrow
Tom Williams
Renewable Energy Inc.
Proposals
Manage solar proposals and track project pipelines.
Total
6271
Mine
0
Recent
3
Live View
See What They See.
Real-time prospect engagement, page by page.
Know the moment a prospect opens your proposal. See which pages they read, how long they stayed, and get notified the instant they're ready to sign.
- Real-time open notifications
- Page-by-page time tracking
- Instant sign alerts
- Engagement insights to time your follow-up
AcmeCo Services
HVAC Installation Proposal
For John Martinez · May 2025
Services
AC Install
Maintenance
Heating
Pricing
Basic
$1,200
Standard
$2,400
Premium
$4,800
Page Editor
Web Design. Without the Designer.
Drag, drop, brand, ship.
Build your website, landing pages and online store with a drag-and-drop editor. Start from an industry template, add your logo and colors, and publish on your own domain.
- Drag & drop sections
- Industry templates and your brand colors
- Mobile-ready previews
- Publish on your own domain
Library
Close More Deals, Faster.
Premium HVAC services for homes & businesses
Starter
$29
Pro
$79
Biz
Custom
Structure
Page
Agreements
E-Sign. Close on the Spot.
Legally binding signatures, fully tracked.
Send contracts, collect legally binding signatures, and track every status, all inside donefy. No outside tools required.
- Legally binding e-signatures
- Real-time signature status tracking
- Auto-attach to proposals
- Audit trail for every document
Service Agreement
HVAC Installation Contract
AcmeCo Services · May 2025
This Service Agreement is entered into between AcmeCo Services ("Provider") and the undersigned client ("Client") as of the date of signature below.
Provider agrees to perform HVAC installation and maintenance at the Client's property. Services include equipment supply, installation, testing, and a 12-month warranty on parts and labor.
Client agrees to pay the agreed sum upon completion. Late payments may incur a 1.5% monthly fee. Either party may terminate with 14 days written notice.
AI Agents · Follow-Up / Lead Qualifier
Your 24/7 Sales Teammate.
Never let another deal go cold.
The Follow-Up Agent handles every touchpoint automatically, reaching out to prospects at the right moment with the right message. Whether a lead went quiet after a proposal, missed an appointment, or hasn't responded in days, this agent keeps the conversation alive without your team having to track it manually.
- Automated multi-channel follow-ups (SMS, email, more)
- Smart timing based on prospect behavior
- Built-in lead qualification and scoring
- Hand-off to your reps when leads are sales-ready
- Never let another deal go cold
Fast
Donefy AI
Balanced
Donefy AI
Most capable
Donefy AI
Lead
Follow-up
Proposal
Customer
Page
Marketing
Ready to see donefy in action?
Book a demo and we will show you how teams close more deals with less effort.