To view available templates, go to Settings > Deal > Deal Templates. Click the desired template and click the "Proposals" stage under the Plugins section.
NOTE: These are Plugin settings at the deal template level, NOT the Proposals Plugin at the Org level. To get to the Org level settings, you can click Manage settings shown in the blue bar that appears above the stage.
Price Rounding:
This feature allows an admin to specify if the installer would like pricing calculations to be rounded a certain way.
The rounding is deal template specific, not pricing model specific.
Select the Pricing Model that the Deal Template is using
Rounding Decimal Places: Specify how many decimals values should round to.
Most common values:
2 --> Rounds to two decimal places. For example, $21.245 becomes $21.25
1 --> Rounds to one decimal place. For example, $21.245 becomes $21.20
0 --> Rounds to the whole dollar. For example, $21.245 becomes $21.00
It is possible to enter negative numbers. These round to tens, hundreds, etc.
-1 --> Rounds to tens. For example, $121.75 becomes $120, and $127.40 becomes $130
Rounding Mode: (examples below assumes rounding to the whole dollar)
Up --> Always rounds up. For example, $21.45 becomes $22.00
Half Up --> If above halfway, then round up. For example, $21.45 becomes $21.00
Half Even --> If halfway, rounds to the nearest even number. For example, $21.50 becomes $22.00 $22.50 becomes $22.00
Down --> Always rounds down. For example, $21.68 becomes $21.00.
Here is an explanation of how this rounding feature works:
Round base cost (system size * base ppw)
Round final amount for all adders, equipment, discounts, and rebates
Calculate dealer fee for each adder, equipment, and base cost, and round that dealer fee. Sum these all up to a total dealer fee markup
Add together
Rounded base cost
Rounded amount for adders, equipment,
Total dealer fee markup
Subtract rounded discounts to get gross system cost
Subtract rounded rebates to get net system cost
Finally, calculate the total dealer fee without rounding. Lenders will calculate their own fee and remove it from the amount sent to the installer, according to their own rounding rules. We assume they round to 2 decimal places, so calculating this fee without rounding is more accurate to the final amount.
There are two rules:
Round anything that a customer might see
Make the total equal the sum of parts
Rule #2 means each part of a final total is rounded before the sum is performed. Doing the sum first and then rounding can give a different number. Consider these example values:
$100.33
$200.25
$300.40
If the values are rounded and then summed, that is $600.00. Doing the sum and then rounding gives $601.00. In this second case, the customer might see adders that cost $100, $200, and $300, and a total of $601.
Lock with Financing Approval
If this is enabled, once a financing application has been approved, users will no longer be able to edit or create proposals anymore for that deal. This defaults to "no."
Allow creating Proposals
This allows users to manually create new proposals (as opposed to rapid proposals that are created automatically). This defaults to "yes," and should remain "yes" unless there is a way to automatically create proposals without direct user input, such as Rapid Proposals.
Allow Rapid Proposal
This setting enables the use of the proposal portion of Rapid Solar Quote.
The setting defaults to "no," and must be switched to "yes" for the rapid solar quote feature to fully work, even if the other required items have been added.
Default Base PPW
This is the default base PPW that will be used when creating an automatic proposal, unless another base PPW is included in the design.