Quoting Leases & PPAs
Read below to learn when to use the 'custom quote' option and when to use the 'standard quote' option.
When sending a quote that only offers a purchase, the 'standard quote' option is recommended. It offers all of the ability to customize a quote that the 'custom quote' option does but is much more efficient and easy to use.
For quotes that include lease or PPA options as well as, or instead of, a purchase option, the 'custom quote' feature is the only way to submit a quote through the platform, and, therefore, the 'custom quote' option should be utilized in these situations.
How to quote a PPA
Step 1: Select the custom quote option. You will be prompted to enter the details of your quote. When you reach page three of this process, you will be able to differentiate between lease and PPA.
Step 2: Include a lease or PPA option. You may also include a cash option, but you may not include both a lease and PPA option.
Step 3: Select your lease company.
Step 4: Complete the following fields.