Proposals
Build branded proposals from templates and send them to the customer in a click.
Module · Sales
Quote faster.Close more.
Proposals, agreements, credit apps and install tracking in one flow, so a quote becomes a signed, financed job without leaving donefy.
Quote in minutes
Branded proposals, one click
Close on the spot
Sign and finance together
Clear pipeline
Stages your team follows
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.
Sales
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
Customize
Today7 Days30 DaysMonthCustom
All Agents Deals Won
0
0 last month
In Pipeline
0
0 pending · 122 draft
New Contacts
0
vs last month
Win Rate
0%
0 of 122
Deal Volume (6 months)
0Proposals
JanFebMarAprMayJun
Avg / mo
20
Peak · Mar
67
Latest
1
Proposal Funnel
Total0
Draft122100%
Pending00%
Won00%
Lost00%
Sort By
Value: High → LowValue: Low → HighStage: Draft firstName: A → ZDate: Newest firstDate: Oldest first
Apply
Sales KPI TrackerEdit KPIs
Metric
Current
Target
Achievement
Deals Won
0
—
0%
In Pipeline
122
—
0%
New Contacts
8
—
0%
Win Rate %
0
—
0%
Open Tasks
9
—
0%
Totals
139
0%
Proposals
Beautiful proposals, sent in minutes.
Build, brand, and send quotes your customers can review and accept online in a single click.
donefy.io
SalesProposals
Proposals
Manage solar proposals and track project pipelines.
FilterAll reps All time
↘ -100%
Pipeline value
$7.3M
100 priced deals
Total proposals
133
0 mine · 0 active
↘ -100%
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
Mar 29Apr 5Apr 12Apr 19Apr 26May 3May 10
Top reps
1RM$1.2M
Ryan Mitchell
2AC$1.1M
Ava Coleman
3NP$723K
Noah Parker
4LB$702K
Liam Bennett
5SR$698K
Sophia Reed
Stage distribution
133 total
Proposal7859%$5.5M
Proposal1612%$323K
Projects108%$1.0M
Approved86%$222K
Projects75%$131K
$7.3M pipeline
RM
Top rep
Ryan · $1.2M
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.
donefy.io · CRM · Proposals
Renewable Energy Inc.
Powering Tomorrow
Filter menu
CRM
Sales
Proposals
Estimates
Pipeline
Leaderboard
Customer
Dealer
Marketing
Projects
Site Manager
HR
TW
Tom Williams
Renewable Energy Inc.
SalesProposals
Proposals
Manage solar proposals and track project pipelines.
Total
6271
Mine
0
Recent
3
All6271Solar92Home Improvement31Water Purification7
Search proposals…
CodeContactTypeProcedureStageAddressSetter
PR005728Emma ThompsonSingle FamilyWater PurificationLead4521 Magnolia Ln, Austin…Alex Rivera
PR005727Sophia ChenSingle FamilySolarProposal1845 Cedar Park Rd, Aust…Alex Rivera
PR005726Marcus RobinsonSingle FamilySolarProposal922 Live Oak Ave, Austin…Alex Rivera
PR005725Olivia PatelSingle FamilySolarProposal3309 Bluebonnet Way, K…Maya Patel
PR005724Liam O'ConnorSingle FamilySolarProposal1245 Maplewood Dr, Aust…Carlos Mendez
PR005723Noah WilliamsSingle FamilySolarProposal3009 Pensacola Dr, Kell…Jordan Lee
PR005722Daniel MartinezSingle FamilyHome ImprovementApproved1245 Maplewood Dr, Aust…Alex Rivera
Agreements
Close the deal with a signature.
Turn an accepted proposal into a signed, legally-binding agreement without ever leaving donefy.
donefy — Dealer · Agreements
Inter12Saved
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.
Client
Rep
Agreement fully signed
Service AgreementPage 1 of 1
75%
Credit Apps
Get customers approved on the spot.
Run credit and submit financing applications to your partners right from the deal, no paperwork.
donefy.io / crm / proposals / pro04891
LiveCrm / Proposals
Avery Bennett — Single Family
Created May 19, 2026
Credit Check
Run Credit
Loan Decision
Credit
No credit information
Run a check to view
Awaiting credit decisiondonefy · run credit · soft pull
Customers
Every customer, one complete record.
Contacts, history, deals, and documents unified in a single profile your whole team can trust.
donefy.io · CRM · Customers
Customers
Customers registered
New Customer
Name Filter… Customize columns
#NameEmailPhoneStatus
1KCKaren Castillokaren@gmail.com+1 (832) 758-0182Active
2DFDenise Franciscodenise@gmail.com+1 (714) 719-0223New
3JSJuan Santosjuan.santos@gmail.com+1 (346) 548-2175Active
4IIIvan Ivañezivan@gmail.com+1 (469) 123-4567Active
5AGAli Garciaali.garcia@gmail.com+1 (832) 296-4146Active
6PHPat Hoypat.hoy@prodigy.net+1 (903) 822-3071Active
6 of 6 row(s)Show 50 · Page 1
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
PublishedSave
EditorShareReviews (0)
Card details
Public URL Slug
hunter-evans
https://erp.donefy.io/card/hunter-evans
Display Name
Hunter Evans
Title
Company
Employee #
Profile photo
Upload
Cover image
Upload
Company logo
Upload
Phone
hunter@sunpeaksolar.com
Tap to edit · drag to move · pull the corner arrow to resize
H
Hunter Evans
(subtitle)
(employeeNumber)
(bio)
CallTextEmailSave contact
Social links
Request a quoteLeave a review
Scan to view & save
Powered by Donefy Canvass
Operations
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
Install Tracker
Contract Signed3
MR
Marcus Reed
Mesquite, TX
In Stage 47 Days Since Start N/A
OG
Olivia Grant
Mesquite, TX
In Stage 71 Days Since Start N/A
EB
Ethan Brooks
Forney, TX
In Stage 117 Days Since Start N/A
Check Project3
OG
Olivia Grant
Mesquite, TX
In Stage 34 Days Since Start N/A
SS
SID Sharp
Marshall, TX
In Stage 51 Days Since Start N/A
EB
Ethan Brooks
Pattison, TX
In Stage 20 Days Since Start N/A
Engineering Design0
No items
Prepare Permissions2
MR
Marcus Reed
Mesquite, TX
In Stage 20 Days Since Start N/A
EB
Ethan Brooks
Pattison, TX
In Stage 20 Days Since Start N/A
Submit Permissions2
DF
Daniel Foster
Forney, TX
In Stage 20 Days Since Start N/A
EB
Ethan Brooks
Pattison, TX
In Stage 20 Days Since Start N/A
Service Requests
Handle every request, drop none.
Capture, assign, and resolve customer issues with a clear status on each one.
Service Types
Add Service Type
Software Issues
13 issue types
Active
Other
0 issue types
Active
General Maintenance
3 issue types
Active
Electrical
5 issue types
Active
Monitoring
4 issue types
Active
HVAC
5 issue types
Active
Roofing
5 issue types
Active
Issue Types
Add Issue Type
Filter…
Name
Filter…
Customize columns
#NameStatus
1System CrashActive
2Application Lag / SluggishnessActive
3Database ErrorActive
4UI / Interface BugActive
5Broken Link / ButtonActive
6Access Denied / Permission ErrorActive
7Sync IssueActive
8Reporting / Export FailureActive
9Notification FailureActive
Edit Issue Type
Update the issue type details.
Name *
Routine Check-Up
Service Type
General Maintenance
Cancel
Update
General Maintenance
3 issue types
1Routine Check-UpActive
2Cleaning RequiredActive
3InspectionActive
Insights
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.
donefy.io
Reporting
Explore detailed reports of all projects sold.
FilterAll reps All time Tip: build Regions/Offices/Teams in Settings → Sales Hierarchy.
↘ -92%
Pipeline value
$51M
948 priced deals
Total proposals
6,272
0 mine · 0 active this week
↘ -87%
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
Mar 29Apr 12Apr 26May 10May 24Jun 7
Top reps
1MB$4.4M
Marcus Bennett
2DS$2.0M
Diego Salas
3PN$1.1M
Priya Nair
4OG$1.1M
Olivia Grant
5HM$1.0M
Hugo Medina
6RC$798K
Renata Cruz
Stage distribution
Leads Open Won6272 total
Proposal821%$4.3M
Proposal140%$289K
Approved90%$256K
Lead70%$31K
Projects70%$569K
Projects70%$101K
$51M pipeline
MB
Top rep
Marcus · $4.4M
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.
Renewable Energy Inc.
Leaderboard Reports Activity Execution Arena Planning
Team Revenue
$0K
28 reps
Deals Won
0
last 30 days
Avg Conversion
0%
quote → close
Team Avg SES
0
Very Good
Doors Knocked
0
86 canvass closes
Top Performers by Sales Efficiency Score
TB2
Tyler Brooks
Apex Solar Co.
0
SES · $74K · 8 won
RM1
Ryan Mitchell
SunPeak Solar
0
SES · $86K · 9 won
EC3
Emma Collins
SunPeak Solar
0
SES · $61K · 7 won
Sales Efficiency Ranking SES = 40% Revenue + 30% Conversion + 15% Velocity + 15% Pipeline Export
#RepDealerRevenueConvSESCloses
1RMRyan MitchellCloserSunPeak Solar$0K31%09
2TBTyler BrooksCloserApex Solar Co.$0K27%08
3ECEmma CollinsCloserSunPeak Solar$0K24%07
4MRMarcus ReedSales-RepBrightGrid Energy$0K21%05
Commissions
Pay every rep, exactly right.
Automatic commission calculations tied to closed deals, no spreadsheets, no disputes.
Sales Commissions
Commissions
Administer plans, calculate payouts, and report across your team.
Rep View Sync deals Run calculation
No active commission plan yet. Commissions stay $0 until you create one. Start from a template — it takes one click.
Create a planOverviewClosed WonStatementsDealsPlans
Total Commission
$0
Pending Payout
$0
Paid
$0
Revenue
$0
0 deal(s)
Commission by month
No data yet
Revenue by month
No data yet
Rep leaderboard
Run a calculation to populate the leaderboard.
$2.4M closed-won
Workspace
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.
Sales Knowledge Base
Knowledge Base
Internal documentation and guides
AllPublishedDraftsArchived
Search articles…
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
Garden guides
File Manager
All your files, neatly in place.
Store, organize, and find every contract, photo, and document tied to a deal.
Sales File Manager
Search files… New
Name ↑TypeModifiedSize
Aaron ColeFolder4/14/20261 item
AquaStarFolder4/14/202663 items
Bethany RossFolder4/14/20261 item
Caleb StoneFolder4/14/20261 item
customersFolder4/14/202617 items
Dealer ProgramFolder4/14/20267 items
DonefyFolder4/14/202611 items
Ethan BrooksFolder4/14/20261 item
EV ChargerFolder4/14/20266 items
Financing PartnersFolder4/14/20266 items
Grace MillerFolder4/14/20261 item
Home ImprovementFolder4/14/20264 items
Portal Drive
Settings
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.
Sales Proposal Pipelines
Pipelines
New pipelineSolar Proposal6 stages · 18 actions
Solar ProposalEdit pipeline name, icon and settings
1Basic InfoLead
Personal DetailsForm
Property DetailsForm
2ProposalOpen
Utility ProviderForm
Electricity ConsumptionForm
Assign MembersForm
Solar DesignForm
Self ConsumptionForm
Pipeline settings Saved Save
Solar Proposal6 stages
Pipeline name
Solar Proposal
Icon
Or pick something more specific
Sun
Default folders
Document folders every deal in this pipeline starts with — these drive document reporting.
Contracts
contracts
Required Customer view Download
Site Survey
site-survey
Required Customer view Download
Pipeline builder
Financing Partners
Connect the lenders you already use.
Manage financing partners and their products so reps can always offer the right plan.
donefy — Settings · Financing Partners
Financing Partners
Add Partner
Filter by name…
HDM
HDM
3/3 products
EB
EverBright
0/0 products
LR
LightReach
0/0 products
SF
Service Finance
4/4 products
MS
Mosaic
55/55 products
EF
EnFin
26/26 products
HDM
Financial Products
#NameTypeAPRTermFeeStatus
16 yrs 0% DefaultLOAN0%6 yr0%Active
225 yrs 0%LOAN0%25 yr0%Active
36 yrs 100%LOAN100%6 yr0%Active
Utility Providers
Wire in the providers you sell with.
Configure utility providers once and pull them into every relevant deal.
Sales Utility Providers
Utility Providers
Add Provider
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
4 Rivers Electric CooperativeActive
Sector Filter… Customize columns Add Rate Plan
#SectorEnergy CostDelivery ChargeSolar Buy BackBase ChargeRate ($/KWh)Status
1Residential————$0.1900/kWhActive
2Commercial————$0.1600/kWhActive
0 of 2 row(s) selected.
Providers & rates
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.
Sales Service & Issue Types
Service Types
Add Service Type
Software Issues
13 issue types
Active
Other
0 issue types
Active
General Maintenance
3 issue types
Active
Electrical
5 issue types
Active
Monitoring
4 issue types
Active
HVAC
5 issue types
Active
Roofing
5 issue types
Active
Issue Types Add Issue Type
Filter…
Select a Service Type
Choose a service type from the left to view its issue types
Define work types
Proposal Templates
Send a perfect proposal every time.
Save reusable, branded templates so reps quote in minutes, not hours.
Sales › Proposal Templates › Editor
Create
Welcome to Your
Website
Building the future, together
Fast & Reliable
Get StartedDrag-to-build
Scheduling
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.
Sales Availability
Availability
Set the weekly hours invitees can book. Reused across your booking pages.
New scheduleSave
Schedule name
Working hours
Timezone
America/Chicago
SundayUnavailable
Monday09:00 AM –05:00 PM
Tuesday09:00 AM –05:00 PM
Wednesday09:00 AM –05:00 PM
Thursday09:00 AM –05:00 PM
Friday09:00 AM –05:00 PM
SaturdayUnavailable
Use as my default schedule
Weekly hours
Booking Pages
One link, fully booked.
Share a polished, branded booking page so customers can pick a time without a single email exchange.
portal.donefy.io/scheduling
Booking Pages
Shareable booking 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.
portal.donefy.io/scheduling
Scheduled
Meetings booked through your booking pages (times shown in America/Guatemala).
Mon, Jun 29 · 10:00 AMConfirmed
30 Minute Meeting
with Mr. Smith
30 min Donefy video call Join
Tue, Jun 30 · 2:30 PMConfirmed
30 Minute Meeting
with Robert Walker
30 min Donefy video call Join
Wed, Jul 1 · 9:00 AMConfirmed
30 Minute Meeting
with Emily Brooks
30 min Donefy video call Join
Catalog
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.
Apex MechanicalSettings › Products
Products
6 items registered
New Product
Filter…
Columns
ItemCategoryStockPriceStatus
Copper Pipe ¾"copper-pipe-3-4Plumbing128 ft$4.20
20A Circuit Breaker20a-breakerElectrical64 ea$12.00
Air Filter 16×25air-filterHVAC9 ea$9.50
PEX Tubing 100ftpex-100Plumbing36 roll$38.00
THHN Wire 12AWGthhn-12Electrical1,250 ft$0.45
R-410A Refrigerantr410aHVAC22 lb$14.00
Categories
Organize everything you sell.
Group products and services into clean categories for faster, clearer quoting.
Sales Categories
ProductsKnowledge BaseBlog
New Category
Name Filter… Customize columns
#NameInternal NameTypeActiveCreated
1MPUmpuProductYes3/19/2026
2RackingsrackingsProductYes3/9/2026
3MaterialsmaterialsProductYes1/9/2026
4InvertersinvertersProductYes1/9/2026
5PanelspanelsProductYes1/9/2026
6HvachvacProductYes1/9/2026
7WaterwaterProductYes1/9/2026
8EnergyenergyProductYes1/9/2026
9BatteriesbatteriesProductYes1/9/2026
10RoofingroofingProductYes1/9/2026
0 of 10 row(s) selected.
Organize the catalog
Inside Sales
Your whole sales motion, start to install.
Every screen reads and writes the same customer record, so nothing is retyped between quote, contract and job.
Agreements
Customers sign online, and the signed agreement is filed on their record.
Credit apps and financing
Collect credit applications and route them to your financing partners from the same deal.
Sales pipelines
Build stages and actions for your process, from first proposal to signed agreement.
Commissions and leaderboard
Commission plans pay reps automatically, and a leaderboard shows who is closing.
Install tracker
Follow every sold job through install, with service requests handled in the same module.
Why teams switch
Three reasons teams run sales on donefy.
One motion from first quote to cash in the door.
One motion, end to end
Quote, sign, finance and install without 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.
Questions
What teams ask first.
Yes. Proposal templates are editable, so each product line or branch can send its own branded layout.
Basic includes 5 proposals a month and Pro includes 15. After that each proposal is $7.
Yes. Agreements are signed online, and credit applications go to the financing partners you set up.
Yes. The donefy app for iOS and Android opens the same proposals, agreements and pipelines as the web.
Your whole sales motion, in sync.
Start quoting, closing and tracking installs today.