If the organization admin has enabled this feature, sales reps can manually set the loan amount within the solar details section. The PPW will automatically update to match the set loan amount. Follow the steps below to adjust the loan amount for your proposals.
Step 1: After completing your solar design, go to the “Pricing” section of the solar details. Click the “Edit” icon next to the “Loan Amount” field.
Step 2: Enter your loan amount, e.g. $ 30,000.
Step 3: The PPW will automatically update within the “PPW” field.
Step 4: The set financing amount will show on your financing quote.
Note: If the set loan amount leads to a PPW value lower than the redline price, an error message will show when trying to finalize a quote.
