How to use Optimized Checkout

Summary

This page explains Optimized Checkout, a unified payment and signature workflow built to help you close deals faster. It covers how the checkout works, what your customers see, and how to keep buyers focused so you maximize conversions and avoid dropped deals.

Table of Contents

• What is Optimized Checkout?
• Key Features and Benefits
• What Customers See
• Configuring Optimized Checkout
• Additional Experience Enhancements

What is Optimized Checkout?

Optimized Checkout replaces disjointed, multi-step processes with a single, fast transactional flow. By putting financing, contract signing, and deposit payments in one seamless path, it keeps your customers in the buying momentum. Less off-platform jumping means fewer dropped deals and a clearer, higher-trust path to a signed contract.

Key Features and Benefits

• Unified Transactional Flow: Sequences financing, e-signatures, and payments into a clear progress bar so customers always know what to do next.
• Persistent Re-entry: If a customer steps away, they don't lose their place. A "Welcome back!" dialog lets them resume exactly where they left off—saving you from chasing them down to start over.
  • Once a customer accepts a proposal, signs a contract or is approved for financing we will lock the system option and payment option on the proposal to reduce confusion, and to make it easy for the customer to jump back into the checkout process.
  • If the customer changes their mind, you can update the system or payment option after the sale by going to Manage > Sale > and then change the payment option or system option selected. 
• Dynamic Adaptability: The checkout only shows what matters. If a deal requires zero down, the payment step is hidden automatically so nothing slows down the sale.

What Customers See

After picking their system and payment option, customers are guided through up to three steps. The flow automatically adapts to their choices, giving them a clear path to closing.

Step 1: Secure Financing (Conditional)

• 🇺🇲🇦🇺 If they select a finance option, their first step is to apply for funding via our integrated financiers. This keeps the process fast and entirely in-app.
  • Learn more about integrated finance benefits and partners. 
• 🇬🇧 In the UK, if the Finance Marketplace is enabled, cash buyers can explore and apply for loans independently. Offering choices like this gives you another route to "yes" if the upfront cash isn't there.
  • Learn more about the Finance Marketplace

Whether their application is "Approved," "Pending," or "Declined," the checkout handles the status smoothly so the deal keeps moving forward.

Step 2: Sign Contract

Customers review the clear proposal figures and sign your contract.

• Supported Providers: You stay in control of how contracts are executed. We support OpenSolar's embedded e-signature, as well as controlled redirects for DocuSign and PandaDoc 🐼.
• Note: To keep the primary checkout moving quickly, customers only sign your installer contract at this stage. Third-party finance agreements are handled later in the post-sale project overview, removing friction from the initial close.
  • How to configure your contract in OpenSolar
  • How to set up DocuSign on OpenSolar
  • How to use PandaDoc on OpenSolar 🐼

Step 3: Make Payment (Conditional)

If your workflow requires a deposit, customers securely enter their payment details as a last step. The integration supports major credit cards, as well as Apple Pay and Google Pay.

If no deposit is needed (like a zero-down finance deal), the payment step vanishes completely. Automation that speeds you up, not boxes you in.

• Learn how to manage payment instructions and configure milestones

Geo-Specific Demos 

🇬🇧 UK Optimized Checkout

🇺🇲US Optimized Checkout 

🇦🇺AU Optimized Checkout 

Configuring Optimized Checkout

In order to get access to Optimized Checkout, you must have CashFlow set up. 

To save you time and avoid admin churn, Optimized Checkout pulls from your existing settings. There’s no new dashboard to learn. Here is how your current configuration dictates what the customer sees:

Button Labels

The system pulls your text from Control > Purchase Experience > Checkout Experience so you keep your brand's voice.

• Proposal Launcher CTA: The button that starts the checkout in the proposal uses the Review Proposal Label field. Defaults to "Next" if blank.
• Contract Signature Button: The final sign-off button uses the Accept Proposal Label. Defaults to "Accept Proposal" if blank.
• Compliance Checkbox: The legal text in your Quote Acceptance Content field automatically becomes the compliance checkbox. Built to get it right the first time.
• Clean UI: To keep things fast and focused, the obsolete Review Proposal & Deposit Label and Quote Acceptance Title fields are ignored.

Additional Experience Enhancements

• System summary: Your customers get a clear breakdown of exactly what they are buying. Key specs—like the panels, inverter, and battery—are always visible alongside the financial breakdown. Clear numbers customers can verify build trust and reassurance.
• Dynamic Utility Savings: A green savings chip clearly shows their net benefit based on their payment frequency (e.g., "Saving $40 monthly"). It's a built-in savings story that keeps them focused on the value, not just the cost.