---
title: Enerflo Solar Platform Monthly Product Announcements | July 20, 2023
description: The Enerflo July 20, 2023 updates include improvements for change orders, new search radius tool for markets, new Palmetto Finance PPA products and more.
---
[](https://enerflo.com/?hsLang=en)
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# Enerflo Product Announcements
#### JULY 20, 2023
It is shaping up to be one hot, strange summer out there. Solar Sales have dropped off about 30% on average from the highs of last summer, so it's more important than ever to pull those leads through and close as many deals as possible. Efficiency and having a single source of truth are critical for keeping everything in order, increasing pull through and keeping soft costs to a minimum. Check out the latest updates from Enerflo!
**Thank you for your partnership and business!**
# New Features & Updates at a Glance
FOR SALES & CONTRACTING
## V2 Platform
- **NEW:** Radius Market Tool for V2
- **UPDATE:** Pergola as a mounting type
- **NEW:** Palmetto Financing - PPA Product
- **NEW:** V2 Non-Integrated Lender Pre-Fill URL including Enium URL feature
- **UPDATE:** V2 Default Pricing Model updated with State Sales Tax Settings
- **UPDATE:** V2 Sales Org Adder UX Update
- **UPDATE:** V2 Dealer Fee Sync Update
- **UPDATE:** V2 Non-Integrated Lender New Products set to Inactive (Default)
- **UPDATE:** V2 Platform Admins can Edit/Unarchive previously archived products for Non-Integrated Lenders
FOR SALES, CONTRACTING & FULFILLMENT
## Legacy (V1) Platform
- **UPDATES:** Change Order Improvements, Release, Etc.
- **NEW:** Allow Setter Role to Assign Sale Reps at Lead Creation
- **NEW:** Search by Name functionality added on Admin User table (Search by Email and/or Name)
- **UPDATE:** Expand Panel Minimum Range on Optimus Panel Count
- **BUG FIX:** Added a Secondary Integration External ID
NEW TRAINING AVAILABLE!
## For Sales Reps
- **NEW** Sales Core Certification Training (V2) for Sales Reps
***Get your Sales Reps Enerflo Certified!**
Your teams needs to be using Enerflo correctly and consistently to get the most out of your investment. [Login to Enerflo.io](https://enerflo.io/?hsLang=en) to access the training.*
## Enerflo V2 Platform
**For Sales & Contracting**
**NEW
Radius Market Tool**
### **Enerflo's new Radius Market Tool makes managing sales and install markets much easier.**
Markets can be much more easily managed within V2, using the new radius and zip codes functionality, particularly when basing them on warehouse locations.
Markets are now configurable within V2 to:
- Have a radius (or donut) from a center point with a min and max mile
- Set these markets to only include certain states, or exclude specific zip codes as needed.
- See the radius in real time as you edit
**Creating & editing your markets just got easier**
**NEW**
### **Pergola is Now a Mounting Type Option in Sales Core (Design)**
**Just like it sounds, Enerflo now supports Pergolas as a mounting type option.**
This allows Enerflo to support Sales orgs and installers that sell and install solar on pergolas, in addition to roof and ground mount systems.
**See Pergola as an available mounting type.**
**NEW**
### **PPA Products Now Available with Palmetto Financing through Lendflo**
**When cash or finance for solar aren't good options for your customers, offer PPA products through Palmetto Financing**
Choose from 3 different Palmetto products:
1. 25 year PPA with a 0.99%
2. 25 year PPA with a 1.99%
3. 25 year PPA with a 2.99% escalator
**Create new V2 Proposals using Palmetto products:**
- The available kWh rate is driven by the market and utility selected.
- Submit a credit application from within Enerflo.
- Display to customer credit decision outcome, and if approved, send finance docs via email.
- Check for finance doc signatures.
**Palmetto Finance Products**
**UPDATE**
### Non-Integrated Lender Pre-Fill URL for Improved Workflow in Lendflo
**This update enables a more robust data sync experience for partners using non-integrated lenders.**
Enerflo partners now have the ability to configure non-Integrated Lenders with a URL that leverages V2 handlebars (i.e. pre-filled fields for lender application forms)
In the V2 Financing stage, rep can click the URL and after logging in, can start the application process with any available data pre-filled from Enerflo, reducing the need for manual data input.
**Easily define and edit a pre-fill URL for non-integrated lenders**
**UPDATE**
### **Default Pricing Model updated with State Sales Tax Settings**
**Enerflo partners now have the ability to add state taxes settings via a Model Input.**
While the UI is not (yet) ideal, this update does remove a blocker for installers that need state sales tax calculations in order to migrate from the Legacy (V1) to the new V2 Platform.
- Calculation is based off of base cost and all adders (effectively all items contributing to total cost)
- Dealer fees are calculated AFTER sales tax is applied.
Add State Taxes Settings via a Model Input
**UPDATE**
### Sales Org Adder Update
**Eliminate confusion around adders by clearly marking which are Sales Org adders**
An incremental update was made to sales orgs adders by showing the name of the Sales Org on the adders so that they can be differentiated from the Installer/EPC adders.
In the example below, “SolarEnergy” Adders are the Sales Org Adders (Easy for reps to identify)
**UPDATE**
### **Non-Integrated Lender Products Set to 'Inactive' By Default**
**Save time by adding only the products you want instead of having to delete the ones you don't.**
Previously, when a partner turned on a new lender, all of their products would be active. This causes an issue when a lender has hundreds of products but the partner only uses a few.
Enerflo Partners and their Partner Success Managers will have to spend much less time turning off products when adding a new lender.
**Rely on more accurate banking data from Mosaic Financing**
**UPDATE**
**Edit & Unarchive Previously Archived Products without Dev Support**
**This update makes it easy for Admins to unarchive previously archived products.**
Until now, once a product was archived, all features of the product were locked, including the name. This caused issues when a product was accidentally archived. If a new product matched the name of an archived product, a duplicate name error was triggered, preventing the new product from being created. This fix remedies both of those issues.
Archived Finance Products can now easily be set to Active without Dev Work
## Legacy (V1) Platform
**For Sales, Contracting & Fulfillment**
**UPDATES**
### Change Order Updates & Improvements
Recent updates to Change Orders on the Enerflo Legacy (V1) Platform will enable a better experience for Sales Reps
Although Agreements are the primary contract between the partner and their customers, Change Orders happen. Enerflo addressed the blockers in Legacy (V1) that were impeding the sales partner from using the change order product/functionality to its full potential.
**Summary of Changes:**
- Messaging on Signer Progress when Secondary Signer is pending (top image)
- Sales Rep Control over System Cost on Adder level (bottom image)
- Itemized Lists of Proposed Changes
- Homeowner Address Support
- Dynamic Pricing Updates
- Increased Accessibility to Change Orders via Customer Portal
**Updated Messaging on Signer Progress when Secondary Signer is pending**
**Sales Rep Control over System Cost on Adder level**
**Itemized Lists of Proposed Changes & Dynamic Pricing Updates: Deal Cost Breakdown**
**Itemized Lists of Proposed Changes & Dynamic Pricing Updates: Dealer Fees Breakdown**
**Homeowner Address Support**
**Increased Accessibility to Change Orders via Customer Portal**
**NEW**
### **Allow Setter Role to Assign Sale Reps at Lead Creation**
Setters can now assign Sales Reps at lead creation
A subgroup of setters were unable to assign reps to deals when creating leads. This update enables them to assign sales reps, further supporting the setter/closer sales model.
**Setters can now assign a Sales Rep when creating a new lead**
**NEW**
### Search-by-Name functionality added on Admin User table
Admins can now search by name, as well as email address, on the Admin User Table
The Company Users page search feature/functionality was restricted to Email only. This update adds the ability to also search by Name, enabling more efficient partner support.
**UPDATE**
### Expand Minimum Panel Count Range
Enerflo Partners can now set the minimum panel count on Optimus Proposals within a 1-20 range
Partners want the ability to control what the minimum panel count should be on a proposal. Before this update, the min panel count was set to 7 or higher. Enerflo now allows 1 - 20 range for the minimum, meeting the needs of our partners.
**Admins can now set their desired minimum panel count for proposals (to between 1-20)**
**See optimized panels in the Enerflo Optimus Proposal tool**
**UPDATE**
### Added a Secondary Integration External ID
This update addressed partner needs for additional data storage
Partners now have an additional space to store data integral to the deal and their business process.
### Thank you for your interest! See you again in August.
## Enerflo Is Trusted by Some of the Biggest Names in Solar
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