How to Finance Proposals with Manual Entry

Manual Entry financing in SubcontractorHub allows sales reps to apply loan or lease options from their own pre-configured database. Before using this feature, lenders and financing products must be added to your organization’s database by an organization admin. SubcontractorHub does not support direct qualification or finance document generation for manual financing. Users can only add and finalize finance options in proposals using this method.

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.