Having the right rate options available in your proposals means your sales team can quickly find and apply the correct financing terms — no searching, no mistakes, just smooth selling.

From the main menu, open the“Manage Integrations” dropdown and click“Integrations”.​​

Select“Financing Partners”, locate the SOLRITE integration card and click“Connect”.

Enter yourAuthorization Token( The Authorization Token will be provided to you by SOLRITE or your SubcontractorHub CSM). Click "Connect".​

Once connected, users can finance proposals with SOLRITE. The financing card will look like the example below. Click“Disconnect” to disconnect SOLRITE financing. Click“Reconnect” to reconnect SOLRITE financing.As a reminder, SOLRITE has a specific AVL, so if you try to finalize a deal without the specific equipment, you may be asked to redesign to finalize and sign the contract. Note:When setting up or editing a finance integration for SOLRITE, you’ll now see an“Available for New Proposals” checkbox. This controls whether the finance partner is accessible in new proposals:If checked, the finance partner will appear inboth new proposals and change orders.​​If left unchecked, the partner willonly be available for change order proposalsand willnot appear in new proposals.​​This gives you more control over how and where financing options are presented — helping streamline your workflow and prevent confusion during proposal setup.

💡 A solar company integrates Solrite to offer their customers premium battery storage options with built-in financing — opening up a new revenue stream that adds 20% to their average deal size.