To setup and add a loan option to your proposal follow these steps:
1. Click on the gear icon and open the Installation Settings page.
2. Open the 'Loans' accordion and click '+ New Loan'.
3. Add your loan parameters - including Loan Name, Rate (%), Terms (years), Dealer Fees (%), Lender Portal Link and Button Name. Click save.
4. From here, open an existing proposal, click the three dots on the top right corner and select 'Edit Mode'.
5. Scroll down to the 'Solar Quote' section, click the gear icon, toggle loans on and click save.
6. Save these changes to an existing template by clicking 'save as' on the top right, or to your existing template by clicking 'save as' on the top right.
To edit loan details follow these steps:
1. Click on the gear icon and open the Installation Settings page.
2. Open the 'Loans' accordion and click the edit icon on the far right hand side.
3. Edit any loan parameters - including Loan Name, Rate (%), Terms (years), Dealer Fees (%), Lender Portal Link and Button Name. Click save.
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Recommended next article: Selecting Loan Options & Settings on Proposals