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.​

Add a new quote by selecting your pricing.

Click“Create Quote”

Your new finance card will be generated with the updated financing details

Click “Finalize” on your new finance card

A pop up window will appear to Submit your change order. Open the URL to complete the change order process.

Scroll to the bottom while checking your change order form details​

Click“Submit”​

Return to SubcontractorHub. The button on your new finance card will turn back to yellow indicating the change order has been accepted.​

💡 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.