Sending contracts quickly and correctly is the final step to closing a deal. Getting this process right means faster signatures, fewer errors, and a more professional experience for your customers.

Locate the“Batteries” section of the proposal. Toggle“Do you want to add a battery?” on.

Choose if you would like a battery with backup, a battery with no backup, or to view a comparison. If choosingBattery (Backup Reserve), open the dropdown to select rooms and appliances for backup.

If choosingBattery (Backup Reserve), add as many rooms or appliances as your customer needs to back up. This step is not required for Battery (No Backup- Energy Arbitrage).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 a solar battery from the provided options. The quantity will reflect automatically, but you can increase or decrease the quantity yourself if necessary. Note:The status of the battery's mapping to finance AVLs is listed in the bottom-right corner of the battery card. This lets sales reps know which financing providers the equipment is compatible with and can be financed by.

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.