Case Study · SOCO Energy · Renewables

A comprehensive solar quotein under 60 seconds.

A smart quoting tool that turned a slow manual sales interaction into an instant digital customer journey.

Custom toolQuoting enginePDF automationRenewables
01

The situation

Accurate residential solar quoting depends on electricity usage, backup requirements, municipal costs, installation type and budget. Customers want fast answers; sales teams need structured information.

SOCO needed to qualify leads faster without dragging every prospect through a long manual quoting process.

02

What we built

A customer-facing tool that asks six simple questions, runs them against usage assumptions, pricing logic and configuration options, and generates three tailored quotes: battery backup, off-grid and hybrid.

The quote lands as a branded PDF, automatically emailed to the customer, with cleaner lead information flowing to the sales team.

03

What changed

Customers receive a tailored quote in under 60 seconds.

Faster lead qualification, less manual quoting effort, and a clearer conversion pathway for the sales team.

Six questions in. Three quotes out. Under a minute.