Finance QR code in proposal PDF

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:

1. By default for all projects; OR
2. on per project basis. 

To enable it by default for all projects

1. Go to Control> Company> Settings> General Preferences > Toggle on "Auto-enable proposal shareability"

To enable it on per project basis

1. 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.