A smooth sales process means more closed deals and happier customers. This walkthrough guides you through every step so you can present financing options with confidence and close deals faster.

Sign in with your username and password.

Click on the "New Customer" button at the top of your screen to create a new lead.​

Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information.

Click “Create customer” in the top-right corner of the page.

You have now created a proposal card. Click "View Detail" to begin generating a design and pricing.

Click the “Utility” drop-down box in the Consumption profile section and select the correct utility company.​

Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered. Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.​

Click “Start Design”.​

Most homes will be able to utilize the AI-Assisted design tool. Identify the correct home, align it with the tool’s crosshair and click "Run AI Design". If you are working in a market where the AI-Assisted tool does not function seamlessly, you can toggle to " manual design" mode. Reference the "Switch from AI-Assisted Design to Manual" guide.​

Click on the modules that you want to include in the design. You will notice the system size, offset, and production all change in real-time. Update Electric Bill pricing and Annual Usage that suit your customer’s needs. You can also select the type of panel that goes into the system alongside the design.​

Click “Save”.​

Your AI-Assisted Design is ready with system size details.​

Scroll down and turn on the battery toggle to add batteries to your proposal.​

Choose if you would like to quote a backup battery OR a grid-tied battery here.​

Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.​

Select your battery. You can increase or decrease the quantity of batteries required for your proposal.​

If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders”.​

Select the adders and click “Done”.

You can add the down payment amount before selecting your finance options.

Scroll down to the financing section of the proposal.​

Select “Enfin” to use Enfin’s financing products.​

Select the product that suits your customer.​

Select your financing option and click “Create Quote”.​

Your Enfin finance card will be generated with details of the financing. Click “Finalize”.​

Now the quote is finalized and your customer is ready to qualify for Enfin’s financing. Click “Qualify” to qualify your customer. Note:Clicking “Send Application To Homeowner” sends the qualification form to your customer via email. They can open the link from the email and qualify themselves.​

Enter the customer’s details, check the acknowledgement boxes and click “Submit”.​

A small banner appears after the form submission that asks you to refresh your page to get the status of qualification.​

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".​

After qualifying for Enfin’s financing, a congratulatory email is sent to the customer's registered email address, allowing them to begin the contract signing process.

Click on “Select your payment method”.

You will be redirected to Enfin’s loan approval page.​

Click the checkbox next to your Enfin’s financial information.

Scroll down and click “Proceed”.

Check the details of ACH auto pay and click on “Enter Bank Details” at the bottom.

Click “Submit”.

Enter your bank details and click “Submit”.

You will be then redirected to the E-sign portal to sign the contract. Select the checkbox and click “Continue”.

Click “Start” to begin signing the contract.

Click “Adopt and Sign”.

After completing the signing process, click “Finish”.

A copy of the signed contract is sent to the email for review. Note:Make sure to download a copy of the contract. You will be required to attach the signed contracts in the proposal builder to convert your proposal into a project. How To Attach Documents To Your Proposal

Click on “Attachments” on the left of your proposal page.

Click on the “Add File” in the top right corner.

Select “Signed Contract” under label.

Add description, upload your contract and click “Save”.Note:The "Sync Application Status" button allows users to instantly update the credit application status without refreshing the page.​Note:For organizations using SeamlessEnergy financing with EnFin, the Welcome Call is not mandatory for Closed Won Document Signed. So, you can skip this step as it will not block proposal CWDS. Note: Once a proposal has beenqualifiedwithEnFin, it cannot beunfinalized. To make any changes, you’ll need to create achange orderrequest, eitherwith financeorwithout finance.

💡 A new sales rep follows this walkthrough during their first customer meeting. With each step laid out clearly, they present financing options confidently and close the deal on the first visit.