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?'

Locate theFinancingsection of the proposal.​

SelectFinancing (Easy Mode)by clicking on the button.​

Choose betweenLowest Interest Rate, Lowest Payment, orShortest Termfactors depending on what matters most to your client.​

Select the product you want to move forward with and click“Finalize” to continue with a quote.

For more options filtered by other factors, click either of the non-highlighted buttons.​

Click “Clear Filter” to revert to the beginning.​

Click “Qualify” to start the loan qualification process.​

After qualifying for financing, click the “Send Loan Docs Request” button to share the financing contract with the customer.​

The loan documents will arrive in your customer’s inbox. From the email, click “Review Document” to proceed. The loan documents must be signed to complete the qualification process.

To edit the proposal after qualification in any way, click on thex buttonto cancel and remove the financing option.

💡 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.