To access this guide as a PDF click here: Enerflo-Guide_How-to-Create-a-Proposal-in-Enerflo.pdf
Once you’ve completed your consumption profile, design, and any other required deal stages, you're ready to create a Proposal.
STEP 1
Navigate to the Proposal stage on your Deal.
To create an additional Proposal, click the + New Proposal button, to create a new Proposal, click the + Create Proposal button.
STEP 2
Configure your Proposal
Name Your Proposal (optional): Enter a custom name for your proposal if desired.
Select a Design: If you have multiple designs, choose the one you want to use from the dropdown menu.
Adders and Discounts: Select any applicable manual adders or discounts (if available).
STEP 3
Choose a Financing Method. Color indicators will help you assess the approval likelihood.
Green: High chance of approval
Yellow: Unknown approval likelihood
Orange: Very low chance of approval
Gray: Not available
STEP 4
Generate the Proposal.
After you select your Financing Method, you’ll need to select the appropriate Financing Product.
Click Save to calculate pricing and generate the Proposal.