There are several steps to complete a new sale.
Homeowner information is input (via palmetto.finance)
System details are added by sales representative
Create a quote
Send contract
1. Create a customer account within Palmetto.finance
Enter customer, sales representative and utility details and hit submit.
This is required in order to generate a quote on the next page.
2. Add/Edit System Details. Complete all fields and then hit Save.
3. Click +QUOTE to create a quote.
Note: Only one quote can be active at any given time. This can be identified by an ACTIVE status
Select Escalator and Pricing
First, select your escalator
Then, select your per-unit pricing and SAVE to continue
4. When ready, SEND the Contract
Contracts are sent to the homeowner's email via docusign by clicking on the Send button within the Contracts section
Docusign subject (may vary): "Power Purchase Agreement - XYState"
