How to Finance Proposals with Manual Entry

Follow the steps below to finance a proposal using your own database. 

Financing A Proposal With A Loan

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.