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New Client Deal Submission
OUR WORLD ENERGY
Company ID
*
Proposal ID
Enter proposal ID for the design sold to the customer. You can find this ID in your email attached to the design sent by proposals@ourworldenergy.com
Primary Sales Rep Name
*
First Name
Last Name
Primary Sales Rep Email
*
Please use your e-mail on file w/ OWE to be connected to account in Podio automatically. Thanks! - OWE IT
Primary Sales Rep Phone
*
Please enter a valid phone number.
Lead Source
*
Please Select
Self-Gen
Setter
Referral
Sunnova
Canvasser
Grid dba Sun Source
UNTD Lead Source
*
Please Select
Self-Generated
Setter
UNTD Setter
*
Please Select
Aaron Hullinger
Aaron Swensen
Alec Sommers
Andrew Vadney
Brayden Shaw
Britton Phippen
Cosimo Cannella
Crew Sherwood
Dalton Herr
Dalton Warren
Daniel Clodfelter
Davis Smith
Derek Livingston
Drew Livingston
Drey Sherwood
Duke Williams
Javian Hintze
Jeffrey Dreher
Jimmy Miranda
Jonathon Joens
Mason Klug
Noah Swensen
Noah Thomas
Phips Jules
Prestin Hartle
Riley Phippen
Ryan Stidham
Ryleigh Piotto
Whitney Cook
Lead Source (WE)
*
Please Select
Self-Gen
Setter
Referral
Eagles Lead Source
*
Please Select
Self-Gen
Fleet Setter
Ambitious Legacy Setter
Lead Source (EB)
*
Please Select
Self-Generated Lead
Energy Bros Setter
Lead Source (Onyx)
*
Please Select
Self-Generated Lead
Onyx Setter
Enter Setter Name
*
Secondary Sales Rep?
*
Please Select
NO
YES
Secondary Sales Rep Full Name
First Name
Last Name
Secondary Sales Rep Email
example@example.com
Customer Full Name
*
First Name
Last Name
Preferred Language
*
Please Select
English
Spanish
Customer Email
*
example@example.com
Customer Phone
*
Please enter a valid phone number.
Preferred Method of Contact
Please Select
Phone
Text
Email
Email and Phone
Text and Email
Text then Call
DNC
Address
*
City
*
State
*
Please Select
AZ
NM(Use separate intake form)
Zip
*
County
*
Please Select
Apache County
Cochise County
Coconino County
Gila County
La Paz County
Maricopa County
Mohave County
Navajo County
Pima County
Pinal County
Santa Cruz County
Yavapai County
Yuma county
Gate Code (if applicable)
HOF Required
*
Please Select
Apache Junction
Buckeye
Camp Verde
Casa Grande
Eloy
Florence
Gila County
Marana
City of Maricopa
Peoria
Pinal County
Santa Cruz
Not Required
Please select "Not Required" if you are selling in a AHJ that does not require the HOF.
Utility Company
*
Please Select
APS
SRP
TEP
TRICO
UniSource
Other
Utility Company
*
Please Select
Ameren
Com Ed
Other
Utility Company Name
*
Utility Company Name
*
Solar Payment Program
*
Please Select
Loan
Lease
Cash
Lease Company
*
Please Select
Sunnova
LightReach
Lease Type
*
Please Select
Lease - 0%
Lease - 1.9%
Sunnova
Lease Type
*
Please Select
Lease - 0%
Lease - 0.99%
Lease - 1.99%
Lease - 2.99%
LightReach
Finance Company
*
Please Select
Dividend
EnFin
Mosaic
Sunnova
Sunlight
GoodLeap
Sunnova
Service Finance
SunStone (Commerical Only)
Finance Type
*
Please Select
LF-SLF-LOAN-25Y-3.99
LF-SLF-LOAN-25Y-4.99
LF-SLF-LOAN-10Y-3.99
LF-SLF-LOAN-10Y-4.24
LF-SLF-LOAN-25Y-8.99
LF-SLF-LOAN-25Y-9.99
LF-SLF-LOAN-25Y-9.99
Sunlight
Mosaic Loan
*
Please Select
LF-MOS-LOAN-20y-4.99
LF-MOS-LOAN-20y-5.99
LF-MOS-LOAN-20y-6.99
LF-MOS-LOAN-25y-3.99
LF-MOS-LOAN-25y-4.99
LF-MOS-LOAN-25y-5.99
LF-MOS-LOAN-25y-6.99
LF-MOS-LOAN-25y-10.99
Sunlight
EnFin Loan
*
Please Select
LF-ENFIN-0MONTH-20Y-3.99
LF-ENFIN-0MONTH-20Y-4.99
LF-ENFIN-0MONTH-20Y-5.99
LF-ENFIN-0MONTH-25Y-3.99
LF-ENFIN-12MONTH-25Y-3.99
LF-ENFIN-0MONTH-25Y-4.99
LF-ENFIN-0MONTH-25Y-5.99
LF-ENFIN-0MONTH-25Y-9.99
LF-ENFIN-0MONTH-30Y-3.99
LF-ENFIN-12MONTH-30Y-3.99
LF-ENFIN-0MONTH-30Y-4.99
LF-ENFIN-0MONTH-30Y-5.99
Sunlight
Finance Type
*
Please Select
LF-GL-LOAN-7Y-6.99
LF-GL-LOAN-10Y-7.99
LF-GL-LOAN-10Y-4.49
LF-GL-LOAN-25y-4.98
LF-GL-LOAN-25Y-4.49
LF-GL-LOAN-25Y-5.98
Loanpal
Finance Type
*
Please Select
LF-SN-LOAN-25Y-4.99
LF-SN-LOAN-25Y-5.99
LF-SN-LOAN-25Y-6.49
LF-SN-LOAN-25Y-6.99
LF-SN-LOAN-25Y-7.49
LF-SN-LOAN-25Y-8.99
Sunnova
Finance Type
Please Select
LF-SerFI-LOAN-20y-3.99
LF-SerFI-LOAN-20y-2.99
LF-SerFI-LOAN-25y-3.99
LF-SerFI-LOAN-25y-2.99
Service Finance
Finance Type
Please Select
LF-DIV-0MONTH-10y-3.99
LF-DIV-0MONTH-20y-4.49
LF-DIV-0MONTH-25y-3.99
LF-DIV-12MONTH-25y-3.99
LF-DIV-0MONTH-25y-4.49
LF-DIV-LOAN-25y-6.99
LF-DIV-LOAN-25y-7.99
LF-DIV-LOAN-25y-8.49
LF-DIV-LOAN-25y-9.49
Solar Plus Loans
LF-DIV-0MONTH-10y-3.99 +
LF-DIV-0MONTH-20y-4.49 +
LF-DIV-0MONTH-25y-3.99 +
LF-DIV-0MONTH-25y-4.49 +
LF-DIV-LOAN-25y-6.99 +
LF-DIV-LOAN-25y-7.99 +
LF-DIV-LOAN-25y-8.49 +
LF-DIV-LOAN-25y-9.49 +
Dividend
Finance Type
Please Select
15 YR 5.99%
15 YR 7.40%
15 YR 8.40%
20 YR 5.99%
20 YR 7.50%
20 YR 8.50%
Sunstone
HOA Name
HOA Contact Number
Please enter a valid phone number.
Primary Utility Account Holder Same?
*
Please Select
Yes
No
Primary Utility Account Holder Name
*
Primary Utility Account Holder Email
*
example@example.com
Primary Utility Account Holder Phone Number
*
Primary Utility Account Holder Address
*
Utility Account Number
*
Meter Number
*
Number of Signers
*
Please Select
1
2
Credit Passers Name
*
Credit Passer's Email
*
example@example.com
Estimated System Output
*
Purchase Price
*
Panel Type
*
Please Select
425 WATT Q.TRON BLK M-G2+
Panel Type
*
Please Select
400 WATT Q.PEAK DUO BLK ML-G10+ / t
Panel Type (400/425)
*
Please Select
400 WATT Q.PEAK DUO BLK ML-G10+ / t
425 WATT Q.TRON BLK M-G2+
Number of Panels
*
Annual Estimated Production (Be Exact)
*
Battery Storage Included?
*
Please Select
No
Encharge 10.2 kW
Number of Batteries
*
Bird Netting Included
*
Please Select
No
Yes
Load Controller Included?
*
Please Select
No
Yes
Enter Canvassers Name
*
Referral Name
*
Referral Amount
*
Referral Service Number
Referral Address
Utility Bill
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload Design Sold
Browse Files
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Choose a file
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of
Client's Design Preferences
Please notate Client's preferred deisgn areas
Conduit Run
*
Please Select
Roof Run (Standard)
Attic Run
Select Adders that Apply
Roofing
HVAC
Windows/Doors
Tree Trimming
Other
Enter Amount Included for HVAC
*
Enter Amount Included for Windows/Doors
*
Enter Amount Included for Tree Trimming
*
List Other Work
*
Enter Amount Included for Roof Work
*
Vivint SmartHome Included
Please Select
NO
YES
Amount of Rebate
Verbal Promises Made to Customer
*
Any materials, bonuses, or promises made to customer **this will be on the contract**
Additional Customer Notes (not on contract)
Send Documents
Should be Empty: