Pylon + Pipereply

Pylon proposal follow up that never lets a quote go quiet

Pylon builds a beautiful 3D-shaded proposal and lets the customer sign and pay the deposit online. Pipereply makes sure it gets seen. Andy, our AI proposal follow-up agent, watches every sent, viewed and signed event in Pylon and starts the right conversation at the right moment - so the quotes you worked hard on don't die in inboxes.

Keep Pylon exactly as it is - we add the follow-up engine on top

The problem

The dead zone between sent and signed

Most solar quotes don't get a firm no. They just go quiet. Somewhere between "proposal sent" in Pylon and the signature that closes the deal sits a dead zone where interest cools - and most installers have no system that works it.

Sent, then silence

The Pylon proposal goes out and follow-up becomes whoever remembers, whenever they get a minute. On a busy week that's nobody, and the quote you spent time designing sits unread or unanswered.

Viewed, but nobody acts

The customer opens the proposal and clicks through your numbers. That's a buying signal - they're weighing it up right now. But the signal goes nowhere while your sales team is out on roofs.

Someone else follows up first

Most homeowners collect several quotes. The installer who's in the conversation while interest is warm tends to win it. If your follow-up arrives a week late, you're negotiating against a decision that's already been made.

What Pylon does

Pylon closes the proposal. Someone still has to chase it

First, credit where it's due. Pylon solar design software is a genuinely excellent tool - Australian-built, founded in 2016, used by around 3,500 solar businesses, and voted the number one solar design tool of 2025 by Australian installers. Its pay-per-project pricing means no subscription, its 3D-shaded proposals look sharp, and the customer can sign online and pay the deposit right inside the proposal.

That last part matters. When a homeowner is ready, Pylon makes it effortless to say yes. The wall installers hit is earlier: the stretch between sending the proposal and the customer being ready. Pylon doesn't send the SMS, make the call or run the multi-channel follow-up that turns a view into a booked conversation. That's Pipereply's lane.

Our Pylon integration connects through Pylon's REST API and webhooks and keeps your CRM synced with proposal activity, so your pipeline always knows exactly where every quote stands.

Signals the integration acts on

  • Proposal sent - the follow-up clock starts
  • Proposal viewed - the strongest signal of the lot
  • Signed online - the deal is committed in Pylon
  • Deposit paid - follow-up stops, the job begins

Every event flows into your pipeline in real time through the Solar AI-Q Hub. One entry. Everywhere updated.

Meet Andy

How Andy turns viewed-but-not-signed into a conversation

Andy is Pipereply's AI proposal follow-up agent. He doesn't blast reminders on a timer - he responds to what the customer actually does with your Pylon proposal.

Triggered by real events

Sent, viewed and signed events from Pylon reach Andy the moment they happen. A proposal opened at 6:41 pm gets a message while the customer still has your numbers in front of them, not a generic nudge three days later.

Context from your actual sales call

The AI Note Taker transcribes every call into the CRM. Andy works from that context, so his follow-up can reference the battery size the customer was weighing up or the payback concern they raised - a continuation of your conversation, not a template.

A conversation, not a drip campaign

Andy follows up by text and holds a real two-way exchange. He answers, clarifies and books the next step - and when a question needs a human, it lands with your team along with the full thread.

Stops the moment it's signed

Because Pylon handles the signature and deposit inside the proposal, the signed event ends the sequence instantly and your CRM moves the deal forward. No awkward "just checking in" messages after the customer has already paid.

Every agent is set up, tuned and managed for you - the difference between SaaS and SWaS.

The sequence

What a Pylon follow-up sequence can look like

An illustrative example. Your actual sequence is designed with you during onboarding to match your sales process and tone.

  1. Proposal sent

    The customer gets a short text confirming the Pylon proposal is on its way and who to reply to with questions. The CRM logs the send and the follow-up clock starts.

  2. Proposal viewed

    Pylon fires the viewed event. Andy opens a conversation while interest is warm, referencing what was discussed on the call - system size, battery option, timeline.

  3. Viewed, then quiet

    If the thread goes silent, Andy checks in with something useful - an answer to the objection raised on the call, or an offer to walk through the numbers with the person who designed the system.

  4. Signed and deposit paid

    The customer signs and pays the deposit inside Pylon. The signature stops the sequence, your CRM updates the stage, and the won job moves into the next part of the pipeline.

Nothing here depends on a salesperson remembering. The system watches the proposal so your people can stay on the tools and the phone.

Front to back

From SolarQuotes lead to signed Pylon proposal, one pipeline

Pylon already imports leads from SolarQuotes and SolarChoice. Pipereply connects the same lead sources into your CRM and works them all the way through, so a fast enquiry doesn't become a slow quote.

Answered in seconds

Piper answers every new enquiry by voice and text, day or night, qualifies it and books the appointment - before the lead cools or calls the next installer.

Quoted in Pylon

Your team builds the 3D-shaded proposal in Pylon the way they always have. The moment it's sent, the integration logs it and the proposal activity starts flowing into your pipeline.

Chased until it's answered

Andy works every sent and viewed proposal until you get a clear yes or no, then hands a warm reply to your team. No quote left behind, no lead wasted.

Want the whole picture? See how it fits the solar and battery installer workflow, or explore all integrations.

Packages

Where Pylon proposal follow up fits in the packages

Every package includes one proposal integration - Pylon or OpenSolar. Andy needs that integration to work, and where he sits depends on your package.

On Core

Core includes the Pylon integration, so proposal activity syncs to your CRM from day one. Andy is an add-on at $990 setup + $99/mo.

On Complete

Andy is included, along with Liv for customer support and a job management integration. Sales and service automated end to end.

Running OpenSolar too?

A second proposal integration is $490 + $99/mo, so Andy can chase proposals from both systems. Not sure which suits you? Read our OpenSolar vs Pylon comparison.

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. Full details on the pricing page. Prices AUD ex GST.

FAQ

Pylon proposal follow up questions

What triggers the Pylon follow-up?

Proposal activity in Pylon. The integration listens for sent, viewed and signed events and keeps your CRM synced with proposal activity, so Andy starts the moment something happens rather than on a blind timer.

Does this replace Pylon or its built-in CRM?

No. Pylon's design, proposal and CRM tools are excellent, and your team keeps using them exactly as they do now. Pipereply sits alongside as the follow-up and communication layer - multi-channel follow-up, SMS and voice AI, and cross-system sync are the parts Pylon doesn't do.

What does Andy actually say to customers?

Andy works from the context of your actual sales conversation. The AI Note Taker transcribes every call into the CRM, so when Andy follows up on a viewed Pylon proposal he can reference what was discussed rather than sending a generic reminder. The tone and sequence are built and tuned with you during onboarding.

What happens when the customer signs and pays the deposit in Pylon?

Pylon handles eSignature and deposit payment inside the proposal. The signed event ends Andy's sequence instantly and your CRM moves the deal to the next stage, so there are no awkward reminders after a customer has already committed.

Is Andy included in my package?

Andy is included in Complete. On Core he's an add-on at $990 setup plus $99 per month. Every package includes one proposal integration - Pylon or OpenSolar - which Andy requires to work.

We use OpenSolar as well - can you connect both?

Yes. One proposal integration is included in every package, and a second (so both Pylon and OpenSolar) is $490 setup plus $99 per month. Andy then chases proposals from both systems in the one pipeline.

Stop quoting into silence

Book a free Strategy Call. Bring your Pylon pipeline and we'll walk through where your proposals are stalling and exactly how Andy would chase them.

Book a Strategy Call

No pressure. No obligation. Just a straight conversation about your business.