Quote faster.
Close more.
From first quote to signed, financed deal — your entire sales motion
in one place your team actually wants to use.
Quote in minutes
Close on the spot
Grow revenue
23 sections
Inside Sales
Your entire sales motion, in one place.
Sales is the broadest module in donefy — the operating system for how your team turns leads into revenue. Quoting, signing, financing, installing, and reporting all live in one shared workspace, so a deal never falls through the cracks between the first proposal and the final install.
Send branded proposals and collect signatures in minutes, run credit and financing without paperwork, track every install to completion, and pay commissions automatically. Live dashboards, leaderboards, and reporting keep the whole team pushing — and custom pipelines, products, and templates shape the module around exactly how you sell.
Below, we walk through each section of Sales, grouped just like your dashboard — starting with Sales, your day-to-day command center for proposals, agreements, and closing.
Everything to take a lead from first quote to signed, financed deal.
Dashboard
Your whole sales floor, at a glance.
Live pipeline value, today's activity, and what needs a nudge — the second you log in.
Sales Dashboard
Pipeline performance, proposals, deals won and team tasks
Deals Won
0
In Pipeline
0
New Contacts
0
Win Rate
0%
Deal Volume (6 months)
Avg / mo
20
Peak · Mar
67
Latest
1
Proposal Funnel
Proposals
Beautiful proposals, sent in minutes.
Build, brand, and send quotes your customers can review and accept online in a single click.
Proposals
Manage solar proposals and track project pipelines.
Pipeline value
$7.3M
100 priced deals
Total proposals
133
0 mine · 0 active
New this month
0
vs 13 last month
Avg deal size
$73K
across priced deals
Win rate
100%
17 won · 0 lost
Weighted forecast
$4.1M
probability-weighted
Won value
$1.1M
17 won deals
Open pipeline
114
$6.0M in play
Momentum
New proposals · last 12 weeks
Top reps
Ryan Mitchell
Ava Coleman
Noah Parker
Liam Bennett
Sophia Reed
Stage distribution
133 total
How it works
From blank page to signed deal.
Drag, drop, and send. donefy turns your pricing, specs, and branding into a polished proposal your client can sign from any device.
Renewable Energy Inc.
Powering Tomorrow
Tom Williams
Renewable Energy Inc.
Proposals
Manage solar proposals and track project pipelines.
Total
6271
Mine
0
Recent
3
Agreements
Close the deal with a signature.
Turn an accepted proposal into a signed, legally-binding agreement without ever leaving donefy.
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.
Credit Apps
Get customers approved on the spot.
Run credit and submit financing applications to your partners right from the deal — no paperwork.
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
Customers
Every customer, one complete record.
Contacts, history, deals, and documents unified in a single profile your whole team can trust.
Customers
Customers registered
My Business Card
Your digital card, always ready.
Share a branded business card with every prospect so they remember exactly who knocked and how to reach you.
My Business Card
Card details
Public URL Slug
https://hotdesk.donefy.io/card/hunter-evans
Display Name
Title
Company
Employee #
Profile photo
Cover image
Company logo
Phone
Tap to edit · drag to move · pull the corner arrow to resize
Hunter Evans
(subtitle)
(employeeNumber)
(bio)
Social links
Scan to view & save
Powered by Donefy Canvass
Keep every closed deal moving from contract to completion.
Install Tracker
From signed to installed, in full view.
Track every job from contract to completion so nothing stalls after the close.
Install Tracker
Manage works through pipeline stages
Marcus Reed
Mesquite, TX
Olivia Grant
Mesquite, TX
Ethan Brooks
Forney, TX
Olivia Grant
Mesquite, TX
SID Sharp
Marshall, TX
Ethan Brooks
Pattison, TX
Marcus Reed
Mesquite, TX
Ethan Brooks
Pattison, TX
Daniel Foster
Forney, TX
Ethan Brooks
Pattison, TX
Service Requests
Handle every request, drop none.
Capture, assign, and resolve customer issues with a clear status on each one.
See exactly how your team — and your pipeline — is performing.
Reporting
The numbers behind every decision.
Custom reports on revenue, conversion, and team performance — built in seconds, not spreadsheets.
Reporting
Explore detailed reports of all projects sold.
Pipeline value
$51M
948 priced deals
Total proposals
6,272
0 mine · 0 active this week
New this month
2
vs 15 last month
Avg deal size
$53K
across priced deals
Win rate
100%
14 won · 0 lost
Weighted forecast
$3.1M
probability-weighted
Won value
$670K
14 won deals
Open pipeline
117
$4.8M in play
Momentum
New proposals · last 12 weeks
Top reps
Marcus Bennett
Diego Salas
Priya Nair
Olivia Grant
Hugo Medina
Renata Cruz
Stage distribution
Leaderboard
Turn your targets into a game.
Rank reps by closed revenue and keep the whole team pushing for the top spot.
Leaderboard
Operational command center — track execution, measure activity, and drive results.
$0K
28 reps
0
last 30 days
0%
quote → close
0
Very Good
0
86 canvass closes
Top Performers by Sales Efficiency Score
Tyler Brooks
Apex Solar Co.
0
SES · $74K · 8 won
Ryan Mitchell
SunPeak Solar
0
SES · $86K · 9 won
Emma Collins
SunPeak Solar
0
SES · $61K · 7 won
Commissions
Pay every rep, exactly right.
Automatic commission calculations tied to closed deals — no spreadsheets, no disputes.
Commissions
Administer plans, calculate payouts, and report across your team.
No active commission plan yet. Commissions stay $0 until you create one. Start from a template — it takes one click.
Create a planTotal Commission
$0
Pending Payout
$0
Paid
$0
Revenue
$0
0 deal(s)
Commission by month
Revenue by month
Rep leaderboard
One shared home for the knowledge and files behind every deal.
Knowledge Base
Every answer, one search away.
Give your team a single library of playbooks, scripts, and product know-how.
Knowledge Base
Internal documentation and guides
The Bloom & Grow Portal
DraftYour Garden, Simplified.
AppOlivia Green · about 2 months ago
Video Tutorial: Planting Basics
DraftStep 1
AppOlivia Green · 3 months ago
Garden Care Overview
DraftSeasonal care
AppOlivia Green · 4 months ago
Composting 101
DraftTurn scraps into gold.
AppOlivia Green · 5 months ago
Pest & Disease Guide
DraftSpot it early.
AppOlivia Green · 5 months ago
Watering Schedules
DraftRight amount, right time.
AppOlivia Green · 6 months ago
File Manager
All your files, neatly in place.
Store, organize, and find every contract, photo, and document tied to a deal.
Shape the whole module around exactly how you sell.
Proposal Pipelines
Sales stages that fit how you sell.
Design custom pipelines and stages so every deal follows your exact process.
Pipelines
New pipelinePipeline name
Icon
Or pick something more specific
Default folders
Document folders every deal in this pipeline starts with — these drive document reporting.
contracts
site-survey
Financing Partners
Connect the lenders you already use.
Manage financing partners and their products so reps can always offer the right plan.
Financing Partners
HDM
3/3 products
EverBright
0/0 products
LightReach
0/0 products
Service Finance
4/4 products
Mosaic
55/55 products
EnFin
26/26 products
HDM
Financial Products
Utility Providers
Wire in the providers you sell with.
Configure utility providers once and pull them into every relevant deal.
Utility Providers
4 Rivers Electric Coope…
2 rate plans
AEP CENTRAL
0 rate plans
AEP CENTRAL
0 rate plans
AEP Texas Central Com…
1 rate plan
AEP Texas North Com…
2 rate plans
Ameren Illinois
2 rate plans
0 of 2 row(s) selected.
Service & Issue Types
Categorize work the way you run it.
Define the service and issue types that match your operation right out of the box.
Software Issues
13 issue types
Other
0 issue types
General Maintenance
3 issue types
Electrical
5 issue types
Monitoring
4 issue types
HVAC
5 issue types
Roofing
5 issue types
Select a Service Type
Choose a service type from the left to view its issue types
Proposal Templates
Send a perfect proposal every time.
Save reusable, branded templates so reps quote in minutes, not hours.
Welcome to Your
Website
Building the future, together
Let customers book time with your reps — no back-and-forth.
Availability
Only get booked when you're free.
Set working hours and buffers per rep so appointments always land inside real availability.
Availability
Set the weekly hours invitees can book. Reused across your booking pages.
Schedule name
Timezone
Booking Pages
One link, fully booked.
Share a polished, branded booking page so customers can pick a time without a single email exchange.
Booking Pages
Calendly-style pages people use to book time with you.
No booking pages yet
Create your first booking page and start taking meetings.
New booking pageScheduled
Everything booked, in one view.
See every upcoming appointment at a glance — confirmed, rescheduled, and ready, all in one place.
Scheduled
Meetings booked through your booking pages (times shown in America/Guatemala).
30 Minute Meeting
with Mr. Smith
30 Minute Meeting
with Robert Walker
30 Minute Meeting
with Emily Brooks
The products and categories behind every quote.
Products
Your full catalog, ready to quote.
Maintain products, pricing, and packages reps drop straight into a proposal.
Products
6 items registered
Categories
Organize everything you sell.
Group products and services into clean categories for faster, clearer quoting.
0 of 10 row(s) selected.
Benefits
Three reasons teams run
their sales on donefy.
One motion end to end. Close without friction. Get paid faster.
One motion, end to end
Quote, sign, finance, and install without ever switching tools.
Close without friction
Customers accept, sign, and get approved in a single flow.
Get paid faster
Signed agreements and financing move cash to the door sooner.
No credit card required.
Your whole sales motion, finally in sync.
Start quoting, closing, and growing your revenue today — free.
Quote in minutes
Close on the spot
Grow revenue