Why This Matters

Getting the loan amount right in Solar Details ensures your customer sees accurate financing numbers. This builds trust and prevents awkward corrections later.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

If the organization admin has enabled this feature, sales reps can manually set the loan amount within the solar details section.

Step 2

The PPW will automatically update to match the set loan amount.

Step 3

Follow the steps below to adjust the loan amount for your proposals.

Step 4

Step 1:After completing your solar design, go to the “Pricing” section of the solar details.

Step 5

Click the “Edit” icon next to the “Loan Amount” field.

Step 6

Step 2:Enter your loan amount,e.

Step 7

Step 3:The PPW will automatically update within the “PPW” field.

Step 8

Step 4:The set financing amount will show on your financing quote.

Step 9

Note:If the set loan amount leads to a PPW value lower than the redline price, an error message will show when trying to finalize a quote.

Step 10

Related ArticlesHow to Adjust the PPW Toggle Settings for Financing Summary?How to Set Redline Price for Sales Organizations as an EPCHow to Update Inverter Selection and Solar DetailsAugust 12th 2025 ReleasesHow to Enable Loan Amount Adjustment.

Pro Tips

💡 Save time: Set up templates for your most common proposal types so you can reuse them.
📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.
🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-05-15 · Source: How To Adjust Loan Amount In Solar Details