Closed Sales Submission
Please use this form to submit details of your closed sales. Only submit if the customer has signed a contract.
Sales Team / Region
*
Sales Rep Name
*
First Name
Last Name
Sales Rep Email
*
Is Setter different from closer?
*
Please Select
Yes
No
Setter Name
First Name
Last Name
Setter Email
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Customer Contact Information
Please provide the customer's contact information for verification purposes.
Customer Name
*
Customer Phone
*
Please enter a valid phone number. (###) ###-####
Format: (000) 000-0000.
Customer Email
*
example@example.com
Customer Address
*
Street Address
Street Address Line 2
City
State
Zip Code
State / Province
*
Please Select
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
HDM?
Please Select
Yes
No
Community Type
Please Select
Energy Community
Non-Energy Community
Is there a Co-Signer?
*
Please Select
Yes
No
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Co-Signer Information
Co-Signer Name
First Name
Last Name
Co-Signer Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Co-Signer Email
example@example.com
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Sales Info
Date of Sale
*
-
Month
-
Day
Year
Date
Campaign
Please Select
Solar AI D2D
Self Gen
Go Sunlite
EPC
*
Please Select
1Solar
E1
ESP
NovTech
OWE
Palmetto
Sky Energy
SolarAI WA
Infinity
EPC Not Listed
EPC Name (if not listed)
Install Only?
Please Select
Yes
No
Deal Type
Please Select
Solar Only
Roof Only
Solar + Adders
Solar + Roof
Solar + Adders + Roof
Services Only
"Adders" would be anything in addition to Solar that needs to be installed (ex: Battery, Generator, MPU, etc.) Do not select an "Adder" deal type if the only adders for the solar deal are related to operational costs (ex: metal roof, multiple arrays, roof pitch, etc.)
Sales Channel
Please Select
EPC
Full Stack
Install Only
*Full Stack should be used in markets where Solar AI is doing the install and customer is signing Solar AI contractor paperwork rather than an EPC installers contract
Panel Brand
*
Please Select
LONGI LR5-54HABB-400M
Msolar 410
Qcell 410
Qcell 400
Jinko 425
Qcell 430
LONGI LR5-54HABB-395M
Not Listed
Panel Brand (if not listed)
Ex: Qcell
Number of Panels
*
Panel Wattage
*
ex: 400, 425
System Size
System Size (Watts)
Inverter Brand
Please Select
ENPHASE IQ8PLUS -72-2-US
APS
Tesla
SolarEdge
Not Listed
Inverter Brand (if not listed)
Inverter Count
List Adders (if applicable)
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Financing Info
Finance Type
*
Please Select
Loan
TPO
Cash
TPO Type
Please Select
Lease
PPA
Lender
*
Please Select
Climate First
Dividend
Enfin
EverBright
GoodLeap
LightReach
Mosaic
ServFin
Sunlight
Sunnova
Not Listed
Lender (if not listed)
Finance Term Type
Please Select
Years
Months
NA
Finance Term
Please Select
7 Year
10 Year
12 Year
15 Year
20 Year
25 Year
30 Year
Finance Term (# Value)
Finance Term (Months)
Please Select
3 Months
6 Months
12 Months
18 Months
20 Months
24 Months
25 Months
36 Months
48 Months
60 Months
72 Months
84 Months
85 Months
90 Months
97 Months
Finance Term Months (# Value)
Dealer Fee
Input as percentage whole number (0.99, 2.99, 7.99 etc.)
Dealer Fee %
Interest Rate
*
Input as percentage whole number (0.99, 2.99, 7.99 etc.)
Interest Rate %
Total Contract Price ($)
*
PPW ($/Watt)
Down Payment Amount ($)
Financed Amount ($)
Adder Total ($)
Adder/Watt
Dealer Fee Total ($)
Dealer Fee/Watt
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Upload Blueprints
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Upload Compass Rose
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Upload Proposal 2
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Upload Utility Bill
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Upload Contract
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Additional Comments/Notes
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Should be Empty: