Financing options can make or break a deal. When your finance integration is set up correctly, your sales team can present customers with payment options in seconds — turning 'I can't afford it' into 'Where do I sign?'

We have introduced a new, simplified way for users to generate quotes for their customers when offering Goodleap Lease/PPA finance options. In this update, users no longer need to manually enter the kWh rate or PPW to test and find the best quote for customers. Instead, we have implemented a user-friendlyRate Dropdownthat includes all the necessary details for quoting at a glance. What Has Changed?Previously, users needed to calculate and input specific kWh rates or PPW values to generate quotes. Now, you can select pre-configured options from a dropdown that will automatically populate the required details such as:kWh RatePrice Per Watt (PPW)Monthly PaymentThis update makes the quoting process quicker and more intuitive, reducing the chance for input errors and ensuring your quotes are consistent and accurate. How to Use the Rate DropdownSelect Goodleap CategoryBegin by selecting the appropriate Goodleap category from the dropdown. For example, choose"SOLAR LEASES / PPAS" if applicable. Choose a Finance OptionOnce you've selected the category, a secondary dropdown for finance options will appear. Select the appropriate financing term, such as"300 Months / 25 years - 0% escalator - Lease - Solar Only."Select the Desired RateUse theRate Dropdownto choose the best rate for your customer's proposal. Options are pre-populated with different kWh rates, PPW, and monthly payments for easy selection (as shown in the screenshot). Simply click on the dropdown to view the available options, and choose the one that best suits your needs. Add the Loan to the ProposalAfter selecting the desired rate and finance option, click the"Create Quote" button to include it in the customer’s proposal. The system will automatically calculate the total based on your selections, making the process seamless.​Why This Change?The new rate dropdown simplifies the quoting process by removing the need for manual entry of complex figures like kWh rates and PPW. It also ensures more reliable and consistent quotes, helping you to focus on providing better customer service rather than managing complex financial inputs.​Need Further Assistance?If you have any questions or encounter any issues with the new rate dropdown, please reach out to our support team. Related ArticlesHow to Set Up Lenders to Finance with Your Own DatabaseSales Walkthrough for GoodLeap Lease/PPAHow to Enable and Manage the Offset Limit SettingHow to Enable Required Actual Data for the Consumption ProfileHow to Qualify Your Customers for Financing

💡 A solar sales rep presents three financing options to a homeowner right at the kitchen table. The customer sees monthly payments for each option side-by-side and picks the one that fits their budget — deal closed in one visit.