Sales
Proposal Tool

Sell Smarter, Scale Faster: How RepCard + Pipe Solar Are Changing the Game for Door-to-Door and Solar Sales Teams

Discover how RepCard and Pipe Solar are redefining sales success—from the first knock to the final install.

What happens when two of the most innovative sales platforms come together to streamline everything from the first knock to final install? You get a game-changing integration designed to empower door-to-door sales reps and solar professionals to sell more, faster, and with greater visibility than ever before.

In a recent webinar, Brad Mortensen, founder of RepCard, and Do Jin, founder of Pipe Solar, shared how their respective tools—and now their integration—are simplifying sales for teams across the country. This article captures the best moments, direct insights, and practical use cases from that conversation.

Why This Integration Matters

"We’ve built RepCard and Pipe Solar off of real feedback from people in the field," Brad said. "It’s your platform—not just ours."

That core philosophy is what makes this integration unique. RepCard, a door to door sales software platform, has long served reps in industries like solar, pest control, roofing, and alarms. With features like automated follow-up, sales competition tools, review generation, and digital business cards, it has become a go-to tool for reps and leaders alike.

Meanwhile, Pipe Solar has built a reputation as one of the best solar proposal tools on the market—combining proposal generation, project management, and even customer portals into a single interface.

Together, they’ve created a seamless experience from lead creation to signed contract—and beyond.

Building Pipe Solar: Do Jin’s Journey

Do Jin didn’t come from a traditional sales background. He was a CPA who stumbled into the solar world while analyzing stocks. After realizing the potential of the industry, he pivoted his career entirely:

"I looked at the financials of a solar company I was shorting... and I was mind blown by the opportunity. I quit my job and jumped in."

He built Pipe Solar to solve a common problem: sales reps using disconnected tools to manage solar sales proposals, project tracking, customer communication, and file storage.

"We kept asking, 'Can your grandma use it?' That’s how simple we wanted it to be."

The result is a solar sales software suite that allows sales reps, dealers, and installers to create bankable 3D proposals, manage workflows, and communicate with project managers—all in one place.

RepCard: Built by Reps, for Reps

Brad Mortensen, a 12-year vet in door to door sales, built RepCard to give salespeople tools that actually reflect what happens in the field:

"This isn’t just our platform. It’s yours. And when you give feedback, we build fast. That’s our promise."

RepCard is more than a digital business card or a CRM—it's a platform that:

  • Automates follow-up via text and video
  • Tracks performance with leaderboards and sales competitions
  • Captures and promotes solar leads and referrals
  • Helps companies build 5-star reputations via review requests

With RepCard, a door to door sales rep can send a personalized video after each knock, remind the lead automatically, and know exactly when the message was watched.

The Power of Integration

The RepCard + Pipe Solar integration is more than just syncing data.

"You can trigger events in RepCard, like a lead being marked as 'Set', and it pushes straight into Pipe in two seconds," Do explained.

Here’s how the integration works:

  1. A setter logs a lead in RepCard during a door to door canvassing session.
  2. The rep marks the lead as "Set."
  3. That lead, along with details like address and utility company, is pushed directly to Pipe Solar.
  4. The closer opens Pipe, builds a proposal, and sends it.

All of this happens in real-time, with automatic status updates, notifications, and synced contact records.

Brad added:

"It’s not just about lead transfer—it’s about maintaining communication speed and visibility at every step."

A Look Inside Pipe Solar

Do gave a live demo of the Pipe Solar platform, showing just how robust the system is:

  • Create solar proposals in under 10 seconds using AI-assisted design.
  • Choose between self-design or using Pipe's design team.
  • Adjust offsets, simulate shading, and present via 3D renderings.
  • Offer customers financing options in real time.
  • Auto-generate documents and send for signature within minutes.

From solar panel sales to project management and installation timelines, Pipe handles it all.

One standout feature: the customer portal. Homeowners can log in, track the status of their install, upload documents, refer friends, and leave reviews—all in one place.

"It’s a game-changer," one viewer commented. "No more ‘what’s the status?’ phone calls."

Impact on Sales Teams

Do shared that companies using Pipe Solar have seen:

  • Major time savings from proposal to contract
  • Better communication between installers and dealers
  • Fewer change orders due to miscommunication
  • Faster installs thanks to improved workflows

Brad echoed the value this brings to growing teams:

"From five reps to 500, RepCard and Pipe scale with you."

Frequently Asked Questions

Q: Can teams control who sees what inside the tools?
A: Yes. Both platforms offer granular roles and permissions to prevent deal poaching or data leakage.

Q: Does Pipe Solar work with all types of reps?
A: Yes. It's designed for sales reps, dealers, and installers. Whether you're knocking doors, managing fulfillment, or closing deals remotely—it fits.

Q: Can customers track their install?
A: Absolutely. The customer portal allows for status tracking, document uploads, and referrals.

Q: Is the RepCard + Pipe integration difficult to set up?
A: Not at all. According to Do, "The infrastructure is already there. You just get your API key, plug it in, and you're live."

Ready to See It Live?

If you're in door to door sales jobs, managing a solar installation sales team, or leading one of the best door to door sales companies, now’s the time to explore how RepCard and Pipe Solar can help you:

  • Close deals faster
  • Stay connected with your reps and customers
  • Eliminate communication gaps
  • Grow with confidence

"This is more than just tech—it’s about giving reps the tools they actually need to win."

Book a Demo

See how the RepCard + Pipe Solar integration can work for your team. Book a demo here.