Viewed, then nothing
OpenSolar tells you the customer opened the proposal. But knowing they looked is not the same as getting them on the phone. Without a next step, interest fades and the quote drifts to the bottom of the list.
OpenSolar integration
OpenSolar proposal follow up that never goes quiet
OpenSolar builds a polished proposal and tells you the moment a customer opens it. What it does not do is chase the quote once it has been viewed but not signed. That is the gap Pipereply closes - with Andy, your AI proposal follow-up agent, working every OpenSolar quote until you get a clear yes or no.
Keep OpenSolar exactly as it is - add the follow-up engine it does not have
The problem
The dead zone between sent and signed
Most solar sales are not lost at the quote. They are lost in the silence after it. A homeowner opens your OpenSolar proposal at 9pm, reads it twice, then gets busy with life. Nobody follows up, and a winnable job quietly goes cold.
Follow-up depends on memory
Your best salesperson has a stack of open quotes and a full install diary. Manual follow-up is the first thing to slip. The proposals that would have closed with one more nudge never get the nudge.
Competitors are still calling
Homeowners often gather two or three quotes. The installer who follows up promptly and helpfully usually wins - not because their price is lowest, but because they stayed in the conversation.
What OpenSolar sees
OpenSolar already knows when a quote is opened
OpenSolar is a genuinely good tool. Its Project History Tracker records real buying signals on every online proposal - the raw material for a great follow-up, if only something acted on it.
Signal
Email opened
OpenSolar logs when the customer opens the email carrying your proposal. The conversation is live again - the moment to reach out, not a week later.
Signal
Proposal viewed
It records when the online proposal itself is viewed, and how long the customer spent reading it. A long view on the finance page tells you exactly what to talk about.
Signal
Marked as sold
OpenSolar moves projects through its own stages and milestones - Presold, Sold, Installed - and lets you mark a project as sold. Pipereply keeps your CRM in step with those changes.
OpenSolar tells you what happened. Pipereply makes sure someone acts on it. See the full OpenSolar integration
How it works
How Andy turns viewed-but-not-signed into a conversation
Andy is your AI proposal follow-up agent. Because Pipereply is connected to OpenSolar, Andy sees proposal activity as it happens and follows up by text - grounded in the actual call your team had with the customer.
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Proposal sent
Your consultant builds and sends the quote in OpenSolar as normal. The send event flows into Pipereply and the proposal enters Andy's watch list.
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Proposal viewed
When OpenSolar records that the customer opened the email or viewed the proposal, Pipereply catches the signal in real time - no one has to check a dashboard.
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Andy reaches out
Andy follows up by text, referencing the real conversation from the AI Note Taker call summary, so the message sounds like your team, not a robot blast.
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Signed or booked back in
The customer signs, or Andy books them back with a consultant to work through the sticking point. Either way, the quote gets an answer instead of silence.
Illustrative sequence
A follow-up that reads like your team wrote it
Because Andy works from the AI Note Taker summary of the sales call, the follow-up picks up where the conversation left off. It is polite, specific and easy to reply to - the opposite of a generic template.
- Fires off real OpenSolar activity, not a fixed timer
- References what the customer actually asked about
- Hands over to a human the moment it makes sense
- Stops the instant the proposal is signed
Two-way sync
One entry. Everywhere updated.
Follow-up is only as good as the data behind it. Pipereply keeps OpenSolar and your CRM in step, so the proposal status, contact details and project stage stay consistent across both systems without anyone re-typing.
Proposal activity syncs into the CRM
Sent, viewed and signed events land against the right contact in Pipereply, so Andy, your consultants and your reporting all work from the same live picture. The integration syncs dozens of fields between OpenSolar and Pipereply.
Your workflow stays yours
OpenSolar's stages, milestones and mark-as-sold flow keep working exactly as your team already knows them. Pipereply sits alongside as the follow-up and communication layer, not a replacement.
Prefer Pylon, or run both? Pipereply follows up proposals the same way in Pylon, and you can weigh the two on our OpenSolar vs Pylon page.
The pattern
Answer faster, follow up harder
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.
40-50%
less admin work across the office
20-30%
sales growth over the same period
~6 mo
from kickoff to these results
98%
client retention across Pipereply
Results vary by business, but the pattern is consistent - answer faster, follow up harder, and the same lead flow produces more installs.
Getting started
How to switch on OpenSolar proposal follow-up
Andy needs a proposal integration to work, and OpenSolar is one of the two included in every package. Here is how the pieces fit together.
| What you get | Core | Complete |
|---|---|---|
| OpenSolar proposal integration | Included (1 proposal integration) | Included (1 proposal integration) |
| Andy - AI proposal follow-up | Add-on, $990 + $99/mo | Included |
| AI Note Taker context for follow-ups | Included | Included |
| Add OpenSolar and Pylon together | Extra proposal integration $490 + $99/mo | Extra proposal integration $490 + $99/mo |
All prices AUD ex GST. 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. See full pricing and inclusions
FAQ
OpenSolar proposal follow-up questions
Does this replace OpenSolar?
No. You keep OpenSolar exactly as it is - design, proposals, stages and mark-as-sold all stay in OpenSolar, which our clients love. Pipereply adds the follow-up and communication layer OpenSolar was never built to be. Integration first, automation second, AI on top.
What triggers a follow-up?
Real OpenSolar activity. When a proposal is sent, viewed or signed, that event flows into Pipereply through our integration. Andy acts on the viewed-but-not-signed proposals in particular, following up while the customer is still interested rather than on a fixed timer.
How does Andy know what to say?
Andy works from the AI Note Taker summary of the sales call, so the follow-up references what the customer actually asked about - the battery, the payback, the finance. Every message is written in your tone and hands over to a human the moment it makes sense.
Why not just use the AI built into OpenSolar?
OpenSolar's built-in tools are excellent for design and proposals. Solar AI-Q is the layer that connects your lead sources, proposals, jobs and payments and works them as one pipeline. Andy follows up across channels using context from the whole system, not just what sits inside one tool.
Do I need Complete to get Andy?
Andy is included in Complete. On Core you can add Andy for $990 setup plus $99 per month, AUD ex GST. Andy requires a proposal integration, and OpenSolar is one of the two included in every package. If you want Andy plus Liv or job management, Complete is usually better value than stacking add-ons.
What if I use both OpenSolar and Pylon?
You can. Every package includes one proposal integration, and a second is $490 setup plus $99 per month. Andy follows up quotes the same way in both. If you are still choosing, our OpenSolar vs Pylon comparison lays out the differences honestly.
Stop letting OpenSolar quotes go quiet
Book a free Strategy Call. We will look at how your OpenSolar proposals are followed up today and show you where signed jobs are slipping away.
Book a Strategy CallNo pressure. No obligation. Just a straight conversation about your business.