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.

Click on“Proposals” within the“Actions” section of theCustomerstab.

Click“View Detail” on the proposal card.

Select the utility from the“Utility” drop-down menu.

Information will be added automatically, but you can edit theEstimatedRatesand change thetariffif the customer is not on the specified one.

Adjust energy usage and utility bill details on the provided graphs.An estimate of bothconsumptionandutilitybillsis provided automatically. Input as much or as little information as you have, whether only one month’s production, annual utility bills, or annual production. The average bill should be no less than $50 to design. Annual usage datacan be entered in the“Annual (kWh)” field to the left. An estimate is provided for you. Estimated calculations and actual data are differentiated by color in the graphs. Note: You can also adjust the bill values in the consumption profile by editing theEstimatedRate. The formula for the Bill isBill = kWh x Estimated Value.

Click“Start Design” to proceed with design.

Click on“Consumption Profile” to view consumption and utility bill graphs and make edits after the design has been run.

If making edits, click“Save”;otherwise, click“Close” when finished viewing. When editing the consumption profile after design, the data will auto-populate on the solar details based on the new information added. Note:When using the consumption profile, you can switch between viewing energy consumption data and electricity bill data with thekWhandBill ($)toggles. Please note that depending on the data provider, the kWh/Bill($) togglemay not be available.If you wish to change your data provider,please contact your account manager. Medical Exemption CheckboxFor customers located in California, the“Had medical exemption” checkbox will appear in proposals. If the checkbox is marked, the medical exemption information will be appended to the financing application when applying forGoodLeap financing.

💡 A solar designer enables the consumption profile requirement to ensure every proposal includes real usage data — resulting in more accurate savings estimates that customers trust.