🚀 Your Design Toolkit, Upgraded: 5 New Features to Close Deals Faster

Hi there,

🎉 You’re now on the upgraded Greensketch.

We’ve equipped you with the next generation of design tools to help you win clients faster.

To get you started, here are the top 5 upgrades that will make an immediate impact on your workflow:

1.Project Progress Dashboard

Data-Driven Sales: See Which Deals Need Your Attention Now

• What it does: Track the performance of all your projects from the last 7 days in one view. See exactly where each proposal stands—from sent to signed—and instantly identify which clients need follow-up to close more deals.
• Where to find it: This is your new homepage! Log in to see your key metrics at a glance. You can also access it anytime from the main sidebar under Dashboard.

2.One-Click Client Financing

Integrated financing with 28Watt — more options coming soon

• What it does: Offer clients attractive, pre-negotiated solar loan options with a single click. This removes a major barrier to purchase, helps close deals faster, and requires zero extra setup on your end.
• Where to find it: In any project, go to the Quote step. Open Payment & Financing, toggle Show financing option in the proposal, and select 28Watt Green Loan from the dropdown.

3. Quote Flexibly. Present with Confidence.

Customize your quoting strategy. Control the pace of negotiation.

• What it does: Take full command of what your clients see. Choose to present a clean total, reveal detailed line-item prices, or even hide entire items—tailoring every proposal to the customer's context and closing deals with greater precision.
• Where to find it: In the Quote step, click the vertical ellipsis icon (︙) next to any item. Toggle ‘Hide price in proposal’ or ‘Hide this item in proposal’ on or off.

4. 3D Roof Visualizer

Draw once, visualize anywhere—Interactive 3D proposal view launches in 1–2 weeks.

• What it does: Automatically detect roof shape and generate full 3D models with AI. Visualize your solar layout from every angle—roofs, trees, shadows, and hardware—so you can design with clarity and present proposals that win clients over.
• Where to find it: In the design workspace, select 3D Roof from the left toolbar, click Draw Roof to outline the roof, then toggle 3D View in the bottom-right corner to bring your design to life.

5. Your Brand, Built-In

Set up your brand once, and keep every proposal consistently on-brand.

• What it does: Turn every proposal into a brand showcase. Upload your brand assets—they’ll appear automatically in every proposal you send. No more manual updates or scrambling before deadlines. Just consistent, polished branding that builds trust and closes deals.
• Where to find it: Head to Settings → About Us to add your company images, video, company story, and supporting files. They’ll auto-populate the “About Us” section in all proposals going forward.