Turn insights into impact with custom proposals
With 1-Click reporting, package results beautifully, share instantly and close with confidence. Exclusive to Sell and Enterprise subscriptions.
From insights to client-ready reports instantly
Dive into results, beautifully
Interactive reports make it easy to explore key assumptions, cashflows, and projected savings, all in a clean, client-friendly view.
Share branded documents
Choose from portrait, landscape or spreadsheet formats. Export to Word, PowerPoint or Excel, fully branded and ready to send.
Customise every detail
Use your own branded templates or save preferred layouts to your library — tailored for your team, your process, your customers.
Use your own branded templates or save preferred layouts to your library — tailored for your team, your process, your customers.
Unlock
custom
documents
See it in action
Join leading energy teams like JLM, Green Peak Energy, GEM, AMPYR, PowerSync and more who use Custom Documents to streamline reporting, build trust and win faster.
