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Prepaid Lease and PPA Support - January 2026

EnergySage now supports Prepaid Lease and Prepaid PPA as fully integrated financing types.

Summary

EnergySage now supports Prepaid Lease and Prepaid PPA as fully integrated financing types in the Marketplace quoting experience. This update enables you to quote prepaid third-party ownership (TPO) products accurately and efficiently, eliminating workarounds and improving transparency for shoppers. With dedicated package templates, Autoquote compatibility, and Quick Edit functionality, you can now serve price-sensitive customers seeking immediate savings and eventual ownership without the complexity of tax credits.

In this Article

  • What's Changed?
  • Why Did We Make This Change?
  • How It Works

    • Creating Prepaid TPO Packages

    • Quoting with Prepaid TPO

    • Using Prepaid TPO in Autoquote

    • Editing Prepaid TPO Quotes

  • What Action Do Partners Need to Take?
  • Where Will You See This Change?
  • What will the Shopper See?
  • When Will This Change Be Live?
  • How to Learn More

What's Changed?

  • New financing types: Prepaid Lease and Prepaid PPA now appear as distinct financing options in the Marketplace, replacing the need to misrepresent prepaid products as "discounted cash."
  • Prepaid TPO package templates: Build customizable templates that define upfront cost logic, discounts, contract terms, ownership timeline, buyout cost, and optional production guarantees.
  • Autoquote integration: Include prepaid TPO products in your automated quoting rules to streamline lead conversion.
  • Quick Edit support: Access a dedicated Prepaid TPO section for rapid quote updates.
  • Enhanced shopper experience: Updated Quote Details, List View, and Compare Quotes displays showcase prepaid TPO alongside cash, loan, lease, and PPA options with clear upfront costs, ownership years, maintenance coverage, and buyout terms.

Why Did We Make This Change?

This update addresses critical needs for both installers and shoppers in today's solar market:

  • Simplify your quoting experience: Automated explanations and transparent quote displays
  • Capture growing demand: Prepaid TPO appeals to shoppers seeking immediate savings and ownership without tax credit complexity, making it increasingly relevant in the post-ITC environment.
  • Improve trust and transparency: Accurate representation of prepaid TPO reinforces EnergySage's commitment to simplicity, savings, and trust.

Benefits of this update:

  • Fewer follow-up conversations: Shoppers see accurate equipment that matches what you'll actually install, reducing the need to clarify system designs
  • Faster sales cycles: Clear, accurate quotes from the start streamline the sales process
  • Autoquote confidence: You can now confidently include hybrid batteries in your Autoquote packages
  • Competitive pricing: Differential pricing ensures your hybrid battery quotes reflect actual cost savings while remaining competitive

How It Works

Creating Prepaid TPO Packages

Configure prepaid TPO templates in your Quote Package Settings:

  • Select product type: Choose Prepaid Lease or Prepaid PPA (see image below)
  • Define upfront cost logic: Set pricing structures and any applicable discounts.
  • Configure contract terms: Specify contract length, ownership transfer timeline (typically 6-7 years), and buyout cost (often $1).
  • Add production guarantees (optional): Include performance commitments if offered.

Prepaid TPO - select prepaid

Quoting with Prepaid TPO

Use prepaid TPO packages in your standard quoting workflow:

  • Select from dropdown: Choose your prepaid TPO package when creating a quote, and details auto-populate.
  • Customize as needed: Adjust specifics based on customer requirements.
  • Submit: Prepaid Lease or Prepaid PPA displays accurately in the shopper's quote view.

Using Prepaid TPO in Autoquote

Include prepaid TPO in your automated quoting strategy:

  • Add to Autoquote settings: Select prepaid TPO packages when configuring geographic, utility, or system size parameters.
  • Set targeting rules: Define which leads receive prepaid TPO quotes based on your criteria.
  • Activate: Matching leads automatically receive prepaid TPO quotes.

Editing Prepaid TPO Quotes

Make quick adjustments using the dedicated Prepaid TPO section in Quick Edit:

  • Access Quick Edit: Navigate to the quote you want to modify.
  • Update prepaid TPO details: Adjust upfront costs, terms, or other specifics.
  • Save changes: Updates appear immediately in the shopper's view.

What Action Do You Need to Take?

  • Review your offerings: Determine if prepaid TPO products fit your business model and target markets.
  • Create prepaid TPO packages: If offering prepaid leases or PPAs, build templates in Quote Package Settings.
  • Update Autoquote settings (if applicable): Add prepaid TPO packages to your automated quoting rules.

  • Train your team: Ensure sales representatives understand how prepaid TPO displays to shoppers and can address questions about ownership timelines, maintenance coverage, and buyout terms.

Where Will You See This Change?

This update appears throughout the Marketplace:

  • Quote Package Settings: Where you create and manage prepaid TPO templates.
  • Standard quote builder: Where you select prepaid TPO packages from the financing dropdown.
  • Autoquote settings: Where you configure automated prepaid TPO quoting rules.
  • Quick Edit: Where you access the dedicated Prepaid TPO section for rapid updates.
  • Shopper-facing views: List View, Quote Details, and Compare Quotes now display prepaid TPO accurately with relevant financial and contract information.

What will the shopper see?

When you submit a prepaid TPO quote, shoppers see a comprehensive financing card that clearly distinguishes prepaid products from other financing options. The display includes:

  • Prepaid price: The total upfront cost to secure the solar lease.
  • Long-term savings and costs: Projected savings and total cost over the contract term (typically 25 years).
  • Average cost per kWh: Helps shoppers compare energy costs across different financing types.
  • Return on investment details: Breakeven point and annual savings projections for year 1 and year 25.
  • Financing terms: Contract length, ownership transfer timeline (e.g., "Ownership available in 6 years"), monthly payment ($0/mo for prepaid), and production guarantee percentage if applicable.

This transparent presentation eliminates confusion and enables shoppers to compare prepaid TPO directly against cash, loan, lease, and PPA options—making it easier for them to understand the value proposition and for you to close deals efficiently.

When Will This Change Be Live?

This enhancement is live now. 


How to Learn More

For questions about configuring prepaid TPO packages or integrating prepaid products into your quoting strategy, reach out to your Partner Success Manager.