Case Study: Solar Gain streamlines customer signatures and documents with Bodhi

Solar Gain cuts signature delays from 1–2 weeks to hours with Bodhi

Solar Gain, a solar energy company serving California and Arizona, faced significant delays in their projects because customers were slow to sign critical documents for design approvals and permit applications. Their team was wasting hours each week chasing signatures and resending lost documents using their previous system, Adobe Sign. This process was delaying projects by one to two weeks and taking valuable time away from their permit and project managers.

By implementing Bodhi's text message notifications and easy-to-use e-signature interface, Solar Gain streamlined their signature process. The solution included a white-labeled customer portal to consolidate all project documents. As a result, customers now sign within hours instead of weeks, saving the Solar Gain team an estimated 10 hours per week. Bodhi also helped achieve an 84% notification read rate and contributed to a 30% increase in customer referrals.

Solar Gain