Palmetto

Learn about Palmetto's Virtual Site Survey, required for every solar project.

Completing a Sale: Virtual Site Survey Guide

Understand the differences between an instant vs manual design on the preliminary proposal.

Proposal Building: Instant Design vs Manual Design

Review how to set price and select purchase methods for a preliminary proposal, using the Pricing Calculator.

Proposal Building: Pricing Calculator Overview

Review the process for taking adders out of your commissions to avoid change orders.

Pipeline Management: Removing Adders From Commissions

Fulfillment Status offers detailed information on the customer's project & current progress.

Pipeline Management: Fulfillment Status

A complete overview of how to submit a clean deal through the sales platform, from Preliminary to Final Proposal.

Completing a Sale: Step-by-Step Guide

Automatically collect utility information from your homeowner's online account in select markets.

Proposal Building: Utility API

Review how to self-service and submit a change request for a project from within the sales platform.

Pipeline Management: Submitting a Change Request

Review how to self-service and adjust price on a Final Proposal without submitting a change request.

Proposal Building: Adjusting Price on a Final Proposal

Terminology and information on how accounts are notated, and how customers and sellers are notified, during retention stages of retention.

Pipeline Management: Retention Processes

Change Requests for ALL financiers can be completed in Alchemy!

Submitting Change Requests and Approving Final Proposals With Changes

Andrew C - PLR Platform Ops

Alicia Gibbs

Stephanie Bingham

Alchemy Sales Platform

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