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How to Create a Proposal

Step-by-step guide to creating a new proposal in Enerflo, including selecting a design, adding adders or discounts, choosing a financing method and product, and saving to generate the proposal.

Written by Enerflo Support
Updated over a week ago

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

  1. Navigate to the Proposal stage on your Deal.

  2. 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

  1. Name Your Proposal (optional): Enter a custom name for your proposal if desired.

  2. Select a Design: If you have multiple designs, choose the one you want to use from the dropdown menu.

  3. 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.

  1. After you select your Financing Method, you'll need to select the appropriate Financing Product.

  2. Click Save to calculate pricing and generate the Proposal.

➡️ Next step: Finalizing a Proposal

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