Integration · Design tool
Generate an AI Solar Quote in Minutes and Send It for Signature
Solo's AI-powered instant quoting engine generates a system size, production estimate, and financing options from a customer's address and utility bill in under 3 minutes — and the SubcontractorHub integration pulls that quote directly into a proposal ready for e-signature without any manual re-entry. Small solar teams and D2D reps who need to quote at the door, not the office, use Solo to compete against larger companies' same-day proposal capability.
What Connects Between Solo and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Instant Quote Data to Proposal
When a Solo quote is generated, the system size (kW), estimated annual production (kWh), panel count, equipment recommendation, and pricing flow directly into a SubcontractorHub proposal record. D2D reps can complete a full customer interaction — from address lookup to signed proposal — in a single visit without returning to the office to build a proposal.
Financing Estimate Sync
Solo's integrated financing estimates (monthly payment at various loan terms) sync to SubcontractorHub as proposal pricing options, allowing the homeowner to see cash, loan, and lease pricing on a single e-sign-ready document. Reps who present financing options on the first visit close 38% more deals than those who 'follow up with financing info later.'
Customer Record Creation
A Solo quote creates or updates the SubcontractorHub lead record automatically — customer name, property address, phone, email, and utility information — eliminating the need to enter prospect data twice. For D2D teams generating 30–50 quotes per day across multiple reps, this prevents the lead data loss that occurs when quotes live only in a rep's Solo history.
Quote Revision Sync
When a Solo quote is revised — system resized, different panels selected, financing terms adjusted — the updated figures sync to the linked SubcontractorHub proposal, keeping the document the homeowner will sign current with the latest design iteration. This is critical for reps who revise quotes during the sales appointment in response to homeowner feedback.
How to Connect Solo with SubcontractorHub
Connect via Solo API Credentials
In SubcontractorHub's Integrations tab, enter your Solo API key, which is generated in the Solo platform under Settings > Integrations, to authorize the data sync.
Map Quote Fields to Proposal Template
Align Solo's output fields (system size, kWh, panel model, pricing) to the corresponding sections of your SubcontractorHub proposal template so the auto-populated proposal matches your brand layout.
Enable Lead Creation Sync
Turn on auto-lead-creation so every Solo quote generates or updates a SubcontractorHub lead record, ensuring no quote falls outside your pipeline regardless of which rep generated it.
Configure E-Sign Handoff
Set up the 'Send for Signature' workflow so a SubcontractorHub proposal auto-populated from Solo can be dispatched for e-signature via SubhubSign in a single button click from the rep's mobile device.
Ready to connect Solo?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the Solo Integration
D2D Solar Rep Closing at the Door
A D2D solar rep knocks on a door in a subdivision, has a 15-minute conversation, and the homeowner expresses interest. The rep opens Solo on their phone, enters the address, reviews the AI-generated system size and monthly savings, and hits 'Send to SubcontractorHub.' A proposal is ready in 90 seconds. The rep presents the proposal on their tablet, the homeowner signs via SubhubSign, and the deal is done before a competitor gets a second call-back appointment.
Small Solar Company Competing with Tier-1 Speed
A 2-rep solar company uses Solo + SubcontractorHub to match the same-day proposal speed of a national competitor with a 20-person operations team. Homeowners who compare multiple quotes consistently cite 'they got back to me first' as their reason for choosing the smaller company, and Solo's instant quotes are the operational foundation of that speed advantage.
Home Show and Event Lead Capture
A solar contractor works a home improvement expo and collects 45 interested homeowner conversations over a weekend. Each conversation ends with a Solo quote generated on a tablet, which auto-creates a SubcontractorHub lead record with the homeowner's contact info and a pre-built proposal. Monday morning, the inside sales team has 45 warm leads with proposals ready — not a stack of business cards.
Financing Conversation at the Table
A solar rep is at a kitchen table with a homeowner who says 'I don't have $28,000 in cash.' The rep uses Solo's financing estimator to show a GoodLeap 25-year loan at $147/month and a Mosaic 10-year loan at $312/month. Both options sync to the SubcontractorHub proposal automatically. The homeowner chooses the 25-year option and signs on the spot — a deal that would have been lost if the rep had to 'follow up with financing numbers.'
Common Questions About the Solo Integration
How accurate are Solo's AI-generated production estimates?
Solo uses NREL PVWatts and satellite irradiance data to generate production estimates that are typically within 5–8% of actual system performance. For complex roofs with significant shading, Aurora Solar's LiDAR-based analysis is more accurate — many contractors use Solo for initial quotes and Aurora for final proposal designs on complex sites.
Can Solo quotes be used for permit applications?
Solo generates sales-grade proposals, not engineering-grade permit plans. For AHJ permit submissions, drone survey platforms like Scanifly or detailed Aurora designs with structural documentation are typically required.
Does Solo integrate with specific financing partners?
Solo has built-in integrations with GoodLeap, Mosaic, Sunlight Financial, and several other solar lending partners. SubcontractorHub's Solo integration pulls whichever financing options your Solo account has configured.
Is Solo available for HVAC or roofing quoting, or only solar?
Solo is a solar-specific quoting platform. For roofing, the EagleView integration handles aerial measurement data; for HVAC, SubcontractorHub's built-in estimating tools handle quote generation without a third-party design platform.
What happens if a homeowner requests a change after signing a Solo-generated proposal?
Change requests go through the standard SubcontractorHub change order workflow. If the change requires a new system design, the rep regenerates a Solo quote with the revised specs, which creates a new SubcontractorHub proposal version for the homeowner to re-sign.
Connect Solo with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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