OpenSolar has now added the ability for your customers to easily apply for financing by scanning a QR code in the Proposal PDF sent to them. In addition to making financing on OpenSolar faster and simpler, it allows you to monitor the customer's interest in financing through real-time notifications and monitor their application status directly on OpenSolar.
How can you activate finance QR code?
You can activate it:
- By default for all projects; OR
- on per project basis.
To enable it by default for all projects
- Go to Control> Company> Settings> General Preferences > Toggle on "Auto-enable proposal shareability"
To enable it on per project basis
- Go to Project > Info > Share Proposal > Enable "Enable Sharing"
Once you activate it, the QR code will get generated on the PDF under 'Quotation' when you select the relevant payment options.
Note: Please ensure "Add QR Code" is enabled in Control > Purchase Experience > Proposal Template > Cover page Template > Access Online Proposal.
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