How to Create and Edit a Deal Template

Org admins can create and modify an organization's deal templates. Click Settings > Deal > Deal Templates to navigate to the deal template page. Existing deal templates are located here as well. Deal Templates can have multiple versions in various statuses. Note the active deal template will have an Active status. You may see other deal templates with Draft or Archived statuses. To modify an existing template, click the + sign next to the name of the template you would like to edit, and then click the version to be edited. The current version of the deal type you have chosen will have a Current tag.

If the deal template is currently active, you will see a banner that gives you the option to create a revision or unlock the current version to make an edit. Pick the option that best suits your needs.

To create a brand new template, click +New in the upper right corner of the page, and give the template a name.

The plugins available to your org can be added by clicking + Add Plugin, and then clicking the + sign on the top right of each plugin needed.

For a minimum deal flow select Consumption, Designs, Proposals, Contracting, Legacy, and Project Submission. Most deal flows also require some sort of Financing plugin as well. Once you have selected the necessary plugins, click the "X" in the upper right hand corner of the page. Now your Stages and Plugins menus are populated with plugins!

As is, these stages are likely not useful in their current order nor complete in their totality. To order these stages into a proper deal flow, you'll want to drag them into their ideal order. Click and hold on the bulleted list icon on the right of each stage to drag and drop it where you'd like. Clicking any of the plugin-derived stages will reveal settings that you have the option to modify. Each of these requirements will be defined by the Org.

The consumption plugin allows the following settings to be selected:

Contracting will allow you to require signed financing prior to the contract becoming available if desired.

In the designs plugin, add the required design tools and choose whether to allow existing systems or not.

The project submission plugin allows you to set the conditions that must be met before the project can be submitted. To add a new condition, click +Add in the top right. To remove an existing requirement, click the trash can icon. Order can be changed by dragging the requirements up or down by the bulleted list icon.

In the proposals plugin, be sure to select a pricing model:

You may want to add stages that aren't plugins such as a PreQualification stage. To add a stage click on the + Add Stage button.

You will now need to create a stage Title and visibility rules. Note: the ID field will fill in automatically as you type the Title. When you click on the Visible When or Disable When fields, they will populate with operators or field names that you can use to set the desired behavior. Once you've set the criteria, click Done. This new stage will now show up in your Stages menu and can be moved around accordingly.

It's worth noting that Deal Templates have 4 layers of organization. From largest to smallest, they are Stage, Substage, Field Group, and Field. Stages and Substages drive the flow of the deal. Fields and Field Groups define what's in each stage. With that in mind, when you add a Stage, you will have the option to also buildout any of the other organizational layers.

Using the PreQualification example, let's say we need this stage to encompass all the questions around HOAs, Utility Details, Site Details, and Additional Items before we can move any further into the deal flow. The best practice is to build them out as Substages. The process for building a Substage is the same as building a Stage.

Digging a little deeper, let's say your HOA substage has two questions where question 2 is dependent on question 1. We will build each of these out as Fields rather than Field Groups.

As you can see, the second question is unnecessary if the first question response is "No". So we can make question 2 dependent on the "Yes" response to question 1. Since question 2 is dependent on question 1, these two questions can't be set up in a Field Group. Field Groups apply all criteria across all the questions in the field group.

One scenario that would lend well to setting up the questions in a Field Group could be this line of questioning:

Questions 2-4 will need to be answered if the answer to question 1 is "Yes", but none of them need to hide behind or be dependent on the other questions in this set. Consequently, these questions can be built into a Field Group which is dependent on the response to question 1.

Entire stages can also be disabled if desired. For example, to disable the contracting stage until the HOA question has been answered, click the three dots next to the stage name and then click settings. Click +Add Rule under Disable When, select the question in the field dropdown and then select "is empty" in the next dropdown. Click Done. Now the contracting stage will not unlock until the HOA question has been answered.

It is best practice to mark the determining question as required to avoid confusion.

Once all stages and plugins are set up as desired, click the unlocked lock icon in the top right to stop editing and save changes. If you created a revision and would like to make the new revision current, click "Make current" as well.

There is also a little bit of setup that needs to happen on the back end in order for new deal templates to connect back to the appropriate lead the way they should. If you're an Enerflo Partner creating a brand new deal template on your own, please reach out to Enerflo Support or your PSM for a hand getting this across the finish line! If editing an existing template, changes will apply to all new deals using the template when the editing process is completed.