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- Customer should submit this request by typeform. The SS ticket will be created automatically and have the subject: "Financing Options Survey: <Org Name>" It will look something like this:
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- Update the ticket's Reporter (person submitting the request), Organization (upstream org of person submitting), and Request type (company specific data change)
- First check: Do they have a Premium or Pro subscription? Only Premium and Pro accounts can request non-integrated financing
- Then check: Is the person requesting an org admin/manager for the upstream customer? Only requestors with those permissions can add financing
- Can we accommodate the product? We can model many products, but not non-integrated PACE.
- Do we have the information required to model the product? If it is a new product, ideally we will receive a rate sheet from the customer containing the product information. In lieu of a rate sheet, they will need to provide us with this information.
- Did they specify if they want their dealer feeds included?
- Do we know which products they want to quote? We can configure as many products a customer can quote, but to expedite the process they should specify the products they want quoted if they give us a rate sheet.
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