Pylon integration

UPowr integrates with Pylon to streamline your system design and quoting process.

How the integration works

When you connect a Pylon project to your UPowr sales project:

Pylon Proposals become UPowr Quotes - Each Proposal in Pylon appears as a separate Quote in UPowr
Your changes are synced - When you update or create a Proposal in Pylon, click "Sync with Pylon" to pull the changes into UPowr
Design files sync automatically - SLDs from Pylon are available in UPowr
Customer acceptance flows through - When a customer signs a Proposal in Pylon, the Quote status updates in UPowr and the signed Proposal is stored as a PDF
You manage Jobs in UPowr - After Quote acceptance, you continue the workflow in UPowr to schedule and complete Installation Jobs

You have two options for linking a Pylon project:

Start a new Pylon project - UPowr creates a new Pylon project that's automatically linked
Link an existing Pylon project - Link a Pylon project you've already created

For step-by-step instructions, see Add a linked Pylon project.

You need to create a sales project in UPowr before you can connect a Pylon project.