Silence tells you nothing
Did they open it? Did they read past page one? Without proposal tracking wired into your CRM, you're guessing - and guessing usually means waiting too long.
Andy - AI proposal follow-up
Proposal follow up automation that never lets a quote die
Andy watches every proposal you send through OpenSolar or Pylon. The moment a quote is sent, viewed or signed, he knows - and he follows up by text until the customer gives you a clear yes or no. No sticky notes. No "I meant to call them back".
Included in Complete - or an add-on on Core
The problem
The dead zone between sent and signed
You spent hours on that proposal. Site visit, design, pricing, the lot. Then you hit send - and the deal enters the one stage of your pipeline where nothing is anyone's job.
Follow-up runs on memory
Your salesperson means to call back. Then a site visit runs long, three new enquiries land, and the quote from last Tuesday quietly slides off the list.
Someone else follows up first
Most homeowners collect more than one quote. The installer who checks in while the decision is still live is usually the one still in the conversation at the end.
How it works
Every proposal event becomes a follow-up trigger
Andy plugs into your proposal software through the Solar AI-Q Hub. When OpenSolar or Pylon fires a sent, viewed or signed event, your CRM updates in real time - and Andy moves.
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Proposal sent
The quote leaves your proposal software and the deal starts its clock in the CRM. Andy schedules the follow-up sequence from day one, so no proposal sits untouched.
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Proposal viewed
The customer opens the quote and Andy knows the decision is live. That's the moment interest peaks - and the moment a well-timed, helpful message does its best work.
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Proposal signed
The customer signs and Andy stands down. The chase stops instantly, the deal moves to won, and the handover to your install workflow begins - no awkward follow-up after the yes.
Viewed but not signed is Andy's specialty - the customer who read your quote yesterday and is comparing it against someone else's today.
Why it converts
Follow-ups that remember the conversation
Generic reminders get ignored. Andy's don't read like reminders, because he works from the AI Note Taker's record of your actual sales calls.
- Every call with the customer is transcribed and summarised into the CRM by the AI Note Taker, included in every package.
- Andy reads that context before he writes - the objection they raised, the option they were weighing, the timeline they mentioned.
- So the message says "you mentioned the battery was the big question", not "just checking in on your quote".
- When the customer replies with a real question, the conversation lands with your team - Andy's job is to keep the deal moving, not to close it alone.
What Andy knows before he types
- Which proposal was sent, when, and through which platform
- Whether it has been viewed, and when
- The call summary - objections, preferences, next steps discussed
- Where the deal sits in your pipeline right now
One entry. Everywhere updated. That's the Solar AI-Q Hub doing its job underneath.
Integrations
Built on your proposal software, not beside it
Andy needs a proposal integration to do his job - and one is included in every package. Keep the design tool your team already knows and add the follow-up engine behind it.
OpenSolar
Sent, viewed and signed events flow from OpenSolar straight into your CRM, and Andy picks up the chase from there. Keep OpenSolar. Add the follow-up engine it doesn't have.
OpenSolar integration · OpenSolar proposal follow-up deep dive
Pylon
Pylon's proposals carry eSignature and deposit payment built in - Andy makes sure the customer actually gets to that button. Pylon closes the proposal. Pipereply makes sure it gets seen.
Running both platforms? A second proposal integration is $490 setup + $99/mo. See all integrations
Why follow-up wins
The quotes you already sent are the cheapest sales you'll ever make
G-Solar - Australian solar and battery installerOne client, G-Solar, cut admin work by 40-50% and grew sales 20-30% in about six months - through structured automation and integrated systems, not hype-driven tools.
Every proposal in your sent folder represents a lead you already paid for, a site you already assessed and a design you already built. Systematic follow-up is how that sunk effort turns into signatures instead of silence.
Results vary by business, but the pattern is consistent - answer faster, follow up harder, and the same lead flow produces more installs.
Packages
Two ways to put Andy on the team
Andy is included in the Complete package, or available as an add-on if you're running Core. Either way, we set him up, tune him to your offers and tone, and manage him for you - not SaaS, SWaS.
Included in Complete
Complete is sales and service automated end to end - Andy plus Liv, a job management integration, deeper Sol reporting and more, on top of everything in Core. $4,900 setup, $695 per month, 30-day free trial.
Add-on for Core
Already on Core? Add Andy for $990 setup + $99/mo, onboarding call included. Considering two or more of Andy, Liv or job management on Core? Complete includes all three plus more - usually better value than stacking add-ons.
All prices AUD ex GST. No lock-in contracts.
FAQ
Questions installers ask about Andy
Does Andy need OpenSolar or Pylon to work?
Yes. Andy works from the sent, viewed and signed events your proposal software fires, so he requires a proposal integration with OpenSolar or Pylon. One proposal integration is included in every package, so if you use either platform you're already covered.
What do Andy's follow-up messages actually sound like?
Like your business, not like a robot. Andy is trained on your offers, your pricing and your way of speaking to customers, and he pulls context from the AI Note Taker's call summaries. So instead of a generic nudge, the message references what was actually discussed - the option the customer was weighing or the question they raised on the call.
Will customers feel hassled by the follow-up?
Most customers appreciate a helpful, well-timed check-in - what annoys people is being chased with nothing to say. Because Andy's messages carry real context, they read as service, not pressure. And when the customer signs or gives a clear no, the follow-up stops.
Is Andy included in my package?
Andy is included in Complete. On Core he's an add-on at $990 setup + $99/mo, with an onboarding call included. If you're weighing up two or more of Andy, Liv or a job management integration on Core, Complete includes all three plus more and is usually better value. All prices AUD ex GST.
Who sets Andy up and keeps him tuned?
We do. Pipereply builds the integration, configures Andy for your offers and tone, and keeps tuning him as part of the service. Your team never has to become software administrators - that's the difference between SaaS and SWaS, software with a service.
Stop letting quotes die in inboxes
Book a free Strategy Call. We'll look at how many proposals leave your business each month, what happens to them after send, and whether Andy can close that gap for you.
Book a Strategy CallNo pressure. No obligation. Just a straight conversation about your business.