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?'

Scroll down in your proposal to find your finance card.​

Click“Unfinalize”.​

The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.​

Scroll back up to make your design updates. You can also change the pricing by adjusting other proposal elements such as adders and battery storage.​

Post the completion of your updates, scroll back down to your finance card and click“Finalize”.

The button will turn back to yellow, indicating the change order has been accepted. The pricing will update automatically. You can now re-send the finance documents to complete the change order. Follow the steps below to create a change order with a new quote.

Scroll down your proposal to find the financing section.​

Select your new product and click the“Add Loan” button.​

A new quote will be added next to your original quote.​

Click“Finalize” on your new quote.​

Your old quote is automatically unfinalized, and the new quote displays a"Send Change Order" button.​

Click“Send Change Order”.​

The"Send Change Order" button will be disabled once the change order is sent, indicating a successful request. Note:When processing a change order, if the GoodLeap AVL (Approved Vendor List) has been updated since the time of creating the proposal, you may receive an error message warning that the equipment added to the proposal is not mapped to the current AVL. Repeat the mapping process and then retry to finalize with GoodLeap.

💡 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.