How to Add a Finance Option for Proposals with Batteries

Follow the steps below to add a LightReach financing quote to a proposal that includes batteries. When a battery is added to a LightReach proposal, a “Select Price Method” dropdown appears. Available options (e.g., kWh rate or raw cost) depend on the selected utility and are provided by LightReach. If no methods are available, quoting won’t be possible. Without a battery, the dropdown doesn’t appear.

Step 1: Scroll down and click "Create Account" to begin the LightReach financing process. 

Step 2: Select a price method from the “Select Price Method” dropdown.

Step 3: Select a finance option from the dropdown. The available options depend on the selected price method.

Step 4: Select a rate from the dropdown. 

Step 5: Click “Create Quote”.

Step 6: You have successfully added a quote for LightReach financing. This quote is now ready to finalize and qualify.