Why This Matters
Connecting Sunlight Financial gives your team access to eligible financing options directly within SubcontractorHub proposals.
Admins can also configure the design tools associated with Sunlight Financial and select the applicable workflow for each integrated design tool. These selections determine which design workflow options are available when setting preferences and creating proposals.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
At least one design tool integrated with the financing organization when configuring design workflows.
Step-by-Step Instructions
Step 1
From the main menu, open the“Manage Integrations” dropdown and click“Integrations”.
Step 2
Click“Financing Partners”.
Step 3
Locate the Sunlight Financial integration card and click“Connect”.
Step 4
Enter the Base URL, Auth Username, Auth Token, Username and Password, then click“Verify and connect”.
Step 5
Once Sunlight Financial is connected, the financing card will look like the example below. Click“Disconnect” to disconnect Sunlight Financial financing. Click“Reconnect” to reconnect Sunlight Financial financing.
How to Configure Design Tools for Sunlight Financial
Step 1: Click “Configure Design Tool” on the Sunlight Financial financing card.
Step 2: Review the design tools integrated with Sunlight Financial. Under “Workflow,” select “Self Design,” “Requested Design” or both for each applicable design tool.
Step 3: Click “Save.”'
Note: The design tools and workflow options shown depend on the integrations configured for the financing organization. The selected configuration determines which design workflow options are available when setting preferences and creating proposals.
Real-World Example
💡 A solar company connects Sunlight Financial and configures the appropriate design workflow so its sales team can access the applicable financing and design options when creating proposals.
Pro Tips
Confirm the connection first: Sunlight Financial must be connected before configuring its design tools and workflows.
Review each design tool: Select the appropriate workflow for each design tool listed under “Configure Design Tool.”
Check the workflow selection: Confirm whether “Self Design,” “Requested Design” or both should be available for each applicable design tool.
Troubleshooting
Problem | Solution |
Sunlight Financial does not connect. | Verify the integration credentials and try connecting again. |
“Configure Design Tool” does not appear. | Confirm that Sunlight Financial is connected and that you have the required admin access. |
An expected design tool is not listed. | Confirm that the design tool is integrated with the financing organization. |
The expected workflow is not available. | Review the workflow options available for that design tool and financing organization. |
The expected design option does not appear when creating a proposal. | Return to “Configure Design Tool,” confirm the correct workflow is selected and click “Save.” |