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?'

Step 1: Locate the financing section of the proposal and select “Financing (Manual Entry)”. Choose a lender from the options presented under the finance type.

Step 2: Select a solar loan from the dropdown and click “Add Loan”.

Step 3: Click “Finalize” on the financing card to finalize the loan option.

Step 4: Click “Yes” to continue.

Step 5: You can remove the quote by clicking the “x” button or click “Unfinalize” to add other finance options.

Financing A Proposal With A Lease

Step 1: Locate the financing section of the proposal and select “Financing (Manual Entry)”. Choose a lender from the options presented under the finance type.

Step 2: Choose a solar lease product and pricing from the corresponding dropdowns. Then click “Create Quote”.

Step 3: Click “Finalize” on the financing card to finalize the lease option.

Step 4: Click “Yes” to continue.

Step 5: You can remove the quote by clicking the “x” button or click “unfinalize” to add other finance options.

💡 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.