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?'

From the finance card, click “Send Finance Docs” to share the finance contract with the customer via email.​

Click“Yes”.​

The loan documents will arrive in your customer’s inbox. From the email, click on “Review Document” to proceed.​

Read the document disclosures and check the box to agree to e-signing.​

Click on the “Continue” button.​

Click on “Initial” to initial wherever indicated.​

Click on the “Adopt and Initial” button.​

Click on “Sign” to sign wherever indicated.​

Fill out the payment details.​

Click on the “Next” button to finish. Signing Contracts Through LightReach

From the finance card, click “Send Finance Docs” to share the finance contract with the customer via email.

Click“Yes”. This will generate the contract.

The loan documents will arrive in your customer’s inbox. From the email, click on “Review Document” to proceed.​

The contract will open in the next tab with DocuSign. Click on “Continue”.

Click “Start” on the left-hand side of the document.

Click the “Initial” icon to initial wherever required.

Select your signature style. You can choose to adopt a style, draw your signature or upload your signature. Click “Adopt and Sign”.

Click “Select” on the left-hand side of the document to mark checkboxes.

Click the “Sign” icon to sign wherever required.

Once the contract is signed, click “Finish”.Signing Contracts Through SOLRITE

From the finance card, click “Send Contract Docs” to share the finance contract with the customer via email.

Click “Yes”. This will generate the contract.

The contract will open in the next tab to be signed by the sales rep. Click on “Continue”.

Click on “Sign” to sign wherever required.

Select your signature style. You can choose to adopt a style, draw your signature or upload your signature. Click “Adopt and Sign”.​

Click “Finish”. This will trigger an email sent to the customer, where they will sign their contract.​

From the customer’s email, click “Review Documents”.​

Mark the disclosures checkbox and click “Continue”.​

Click ‘Sign” to sign wherever required.​

Click “Adopt and Sign”.​

Once the contract is signed, click “Finish”. The contract will then be sent to the channel partner via email.​

From the channel partner’s email, click “Review Documents”. Repeat the signing process and click “Finish”. Once the channel partner has signed the contract, the proposal will convert into a project.

💡 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.