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.