Pricing Checks is an admin feature that lets org admins add validation rules to the pricing stage of a proposal. When a check fails, the rep is blocked from progressing until the underlying issue is resolved — preventing deals from being submitted outside your org's requirements.
Pricing Checks use the same Condition and Targeting systems used elsewhere in Enerflo, so the logic will feel familiar if you've worked with adder activation models or deal template targeting.
Where to Find Pricing Checks
Navigate to Settings > Pricing > Pricing Checks. This page lists all existing checks configured for your org and allows you to create new ones.
Creating a Pricing Check
From the Pricing Checks page, click + New.
Give the check a descriptive name that makes the rule clear to anyone reviewing it later (e.g., "Max PPW $4.50" or "Min system size 4kW"). Description and Validation Message are optional, but can guide sales reps on what needs to be done for a proposal to pass the check.
Define the condition — the rule that must be true for a proposal to pass this check. Conditions are written using the same expression system used for activation models and deal template visibility filters.
Optionally configure targeting to limit which deals this check applies to. For example, you can scope a check to a specific finance method, state, deal template, or authorized dealer. Deals that don't match the targeting criteria will skip the check entirely.
Save the check. It will begin applying to new proposals immediately.
How Checks Work on Proposals
When a rep creates or updates a proposal, Enerflo evaluates all active Pricing Checks against that proposal. If a check fails:
The rep will see an error message on the proposal indicating which check failed. If a validation message is set, sales reps will see that message.
If no message is set, the pricing check name will be used. It is recommended to set a validation message for maximum clarity.
The rep will be prevented from progressing until the issue is resolved — for example, by adjusting the system size, price per watt, or other relevant field.
Checks that don't match a proposal's targeting are skipped silently and have no effect on that proposal.
💡 Note: Pricing Checks validate proposal pricing results — they run after the pricing model has calculated outputs. This means conditions can reference values like PPW, system size, total cost, and other calculated pricing fields.
Example Use Cases
Some common scenarios where Pricing Checks are useful:
Enforce a maximum price per watt — block proposals where PPW exceeds a threshold set by your org or a specific lender.
Enforce a minimum or maximum system size — prevent proposals below or above a kW range your org supports.
Scope rules by finance method — use targeting to apply a check only when a specific lender or TPO product is selected.
Scope rules by state or market — apply different pricing thresholds depending on where the deal is located.
Available Condition Fields
The following pricing output fields are available to reference when writing conditions. These are the calculated results of the pricing model run, so they reflect the final values on the proposal.
System Size
systemSizeWatts— total system size in wattssystemSizeWattsCoeff— system size coefficient used in calculationssystemSizeWattsValid— whether the system size passes validity checkscumulativeSystemSizeWatts— cumulative system size across proposals on the deal
Cost & Pricing
baseCost— base system cost before adders or feesbasePPW— base price per wattgrossCost— total cost including adders and dealer feesgrossCostBeforeRebates— gross cost before any rebates are appliedgrossCostBeforeRebatesPPW— gross PPW before rebatesgrossPPW— gross price per wattnetCost— cost after rebates and discountsnetPPW— net price per watt after rebates and discountsfinanceCost— the financed amountdealerFee— dealer fee amountdownPayment— down payment amount at the deal level
Equipment Totals
equipmentTotal— total cost of equipmentaddersAndEquipmentTotal— combined total of adders and equipmentmoduleTotal— total cost of panels/modulesinverterTotal— total cost of invertersbatteryTotal— total cost of batteries
Finance Details
finance.financeMethod— finance method identifierfinance.financeMethodName— display name of the finance methodfinance.financeAmount— total financed amountfinance.monthlyPayment— calculated monthly paymentfinance.productName— name of the selected finance productfinance.termMonths— loan/finance term in monthsfinance.tpoRate— TPO rate ($/kWh) for TPO productsfinance.downPayment— down payment at the finance levelfinance.dealerFeePercent— dealer fee as a percentagefinance.creditsPaydownPercent— percentage of credits applied to paydownfinance.extraPaydownAmount— additional paydown amountfinance.hasApplication— whether a finance application has been submitted