How to create a change order with GoodLeap Lease/PPA?

GoodLeap change orders can be created in two ways:

Follow these steps to update the system design:

Step 1: Scroll down in your proposal to find your finance card

Step 2: Click “Unfinalize”.

Step 3: The button changes back to white, indicating the proposal has been unfinalized and is ready for a system design change order.

Step 4: Scroll back up to make your design updates.

Step 5: Post the completion of your updates, scroll back down to your finance card and click “Finalize”.

Step 6: The button will turn back to yellow indicating the change order has been accepted.

Follow the steps below to create a change order with a new quote.

Step 1: Scroll down your proposal to find the financing section.

Step 2: Select your new product and click the “Add Product” button.

Step 3: A new quote will be added next to your original quote.

Step 4: Click “Finalize” on your new quote.

Step 5: Your old quote is automatically unfinalized, and the new quote displays a "Send Change Order" button.

Step 6: Click “Send Change Order”.

Step 7: The "Send Change Order" button will be disabled once the change order is sent, indicating a successful request.