Enerflo Product Announcements

DECEMBER 2025

As the year comes to a close and the holiday season is in full swing, Enerflo is proud to share its December Product Announcements. This month’s updates reflect a continued focus on operational efficiency as teams prepare for a strong start to 2026, with meaningful enhancements across integrated financing, core platform capabilities, and Optimus Proposals. Enerflo is grateful to its partners for their continued trust and collaboration, and remains excited about the opportunities ahead for the solar industry in the year to come. From all of us at Enerflo, we wish you a safe, restful, and festive holiday season--and a happy New Year! See you in 2026.

Enerflo Platform Updates & Feature Releases

Solar Finance

These Solar Finance updates focus on improving reliability, accuracy, and visibility across Enerflo’s integrated financing workflows.

SUNGAGE FINANCIAL INTEGRATION UPDATE

Enhanced Sungage Financial Workflow for Greater Reliability and Visibility

Enerflo recently improved its Sungage Financial integration to deliver clearer, more reliable application status updates. The refactored workflow simplifies the integration process and ensures Sungage application statuses are accurately reflected within the Enerflo Application Monitor, giving users greater confidence and visibility into every stage of the financing process.

 

SUNGAGE FINANCIAL INTEGRATION UPDATE

Improved Sungage Pricing Accuracy by Including Down Payments in Solar Costs

The pricing data sent to Sungage Financial now includes customer down payments as part of total solar project costs. This enhancement ensures accurate loan amounts are transmitted to Sungage and helps prevent financing applications from processing incorrectly, resulting in a smoother and more reliable approval experience.

 

SUNGAGE FINANCIAL INTEGRATION UPDATE

Streamlines Sungage Actions by Hiding Cancel and Restart Options on Read-Only Deals

Cancel and restart actions now hidden on finalized or read-only deals. This improvement prevents users from attempting actions that cannot be completed, reducing confusion and ensuring a clearer, more intuitive financing workflow.

 

PALMETTO LIGHTREACH INTEGRATION UPDATES

Corrections to LightReach Battery Pricing for kWh Rate Calculations

Enerflo recently fixed battery cost calculations for LightReach deals using the kWh rate pricing method. This update ensures accurate proposal pricing by preventing battery costs from being counted twice, helping teams generate more precise and reliable customer quotes.

 

PALMETTO LIGHTREACH INTEGRATION UPDATES

Direct Portal Links Added for LightReach Applications

Enerflo recently fixed battery cost calculations for LightReach deals using the kWh rate pricing method. This update ensures accurate proposal pricing by preventing battery costs from being counted twice, helping teams generate more precise and reliable customer quotes.

 

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Enerflo Platform

This month’s Enerflo Platform updates introduce thoughtful improvements across deals, proposals, and user management.

DEAL TEMPLATES UPDATES

Read-Only Access Enabled for Deals with Invalid Templates

Deals associated with invalid or outdated templates can now be opened in a read-only state rather than requiring an immediate template update. This change allows users to continue viewing and referencing historical deal information, even when installer markets or templates have changed.

 

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1 Animation showing quick access to sales rep profiles from the Deal header.
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2 Find the Sales Rep link in the Deal Header.
ORG ADMIN UPDATES

Quick Access to Sales Rep Profiles from the Deal Header

Organization administrators can now click a sales representative’s name in the deal header to open their profile in a new tab. This update gives authorized admins faster access to rep details while maintaining proper access controls for non-admin users.

 

OPTIMUS PROPOSALS UPDATES

Improved Transparency on the “Your Bill” Slide with Clear Usage Labels

The “Your Bill” slide now clearly distinguishes between actual and estimated energy consumption data, pulls usage and rate values directly from the consumption profile when available, and includes an updated disclaimer explaining how the data is generated. These improvements enhance transparency and accuracy by aligning bill visuals with entered consumption data and clearly labeling estimates versus real usage.

 

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1 Enerflo Proposals: Error Handling, Proposal Stage
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2 Enerflo Proposals: Error Handling, Edit Proposal
OPTIMUS PROPOSALS UPDATES

Enhanced Proposal Error Handling and Admin-Level Visibility

Proposal error handling has been improved so audit logs and proposal tabs remain accessible during errors or warnings. Advanced error metadata is now hidden from sales representatives and limited to organization and platform administrators. This update simplifies the sales experience by reducing unnecessary system noise while giving admins the tools they need to troubleshoot issues more effectively.

 

OPTIMUS PROPOSALS UPDATES

Automatic PDF Generation for Finalized Proposals

Proposal PDFs are now automatically generated when proposals are finalized. Users can download finalized proposal PDFs directly from Optimus and the Deal Summary, and the PDFs are also automatically included in webhook payloads, such as project submissions, to support downstream workflows and integrations.

 

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1 Enerflo Proposals: PDF Download, Solar Power Screen, Main Menu
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2 Enerflo Proposals: PDF Generation, Inline
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DEAL EXPERIENCE UPDATES

New Customer Tab Added to the Deal Details Drawer

A new Customer tab is now available within the deal details drawer, allowing users to view and edit customer record information in one place. This update provides a centralized, streamlined way to manage customer details directly from the deal experience.

 

NEW! Enerflo Features & Capabilities

Enerflo AI-Powered Reporting Suite

Enerflo recently introduced a fully redesigned, AI-powered Reporting Suite built to deliver high-quality, actionable insights without manual data work. The new suite offers connected, continuously updated reports with intuitive dashboards, filters, scheduling, annotations, and easy sharing and export tools—helping partners make smarter, faster decisions with centralized data included in every Enerflo subscription.

NEW ENERFLO SUBSCRIPTION FEATURE!

AI-Powered Reporting Suite for Actionable Solar Business Insights

Enerflo’s AI-powered Reporting Suite delivers clean, accessible reports and dashboards designed to help solar businesses navigate shifting market conditions and margin pressure. With reliable, centralized data, the suite supports smarter decision-making, improved operational efficiency, and sustainable growth.

  • 100s of Reports
  • Centralized Data
  • Visual Dashboards
  • Scheduled Reports
  • Filters and Annotations
  • Share & Export

 

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NEW! Enerflo VSR (Virtual Sales Rep)

Enerflo Virtual Sales Rep (VSR) is a new product offering designed to help solar teams expand their sales reach and capture more inbound opportunities. With always-on, automated homeowner engagement across digital channels, VSR enables teams to qualify interest and generate sales-ready leads without adding headcount.

NEW ENERFLO ADD-ON FEATURE!

Enerflo VSR: A 24/7 Virtual Sales Rep for Solar Lead Engagement

Enerflo VSR (Virtual Sales Rep) provides always-on homeowner engagement through a clean, intuitive, and fully branded digital experience. Deployed on websites, landing pages, or across multiple marketing channels, VSR automatically captures and qualifies interest—helping solar teams convert curiosity into sales-ready opportunities around the clock.

  • Interactive Lead Capture
  • Referral Code Setup
  • Unlimited Configurations
  • Instant Quote Generation
  • Automated Lead Delivery
  • And more!

 

 

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Get Help & Support

The Enerflo Support Team is at your service!

Enerflo Support Hours

Monday - Saturday*(Closed Sundays)
6:00am - 7:00pm PT
(9:00am - 10:00pm ET)

Email Enerflo Support
If/when Chat Support isn't available
support@enerflo.com  

*Holiday hours may vary

Enerflo Chat Support & Training Resources

Enerflo Chat Support is the fastest and easiest way to get help with Enerflo.

With fast response and resolution times, the Enerflo Support Team is here to help you get unstuck and on with your day as quickly and efficiently as possible!

Access on-demand training and support content from Chat as well.

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Enerflo Helps Installers Reduce Their Project Duration

Enerflo Partners' Install timelines down 62% relative to peers despite volumes almost doubling

Ohm Analytics, a 3rd party organization, conducted a case study to measure the impact of Enerflo on install timelines. Enerflo helps create efficiencies for these organizations that enable them to both shrink their install timelines and increase their volume.

Ohm Analytics: Enerflo partners' install timelines down 62% relative to peers despite volumes almost doubling.

Thank you for your interest! See you again next month.