Quarterly Product Release
Summer 2022 Product Release
At Palmetto, we are personally invested in the success of our Partners by ensuring they have the tools needed to thrive and help consumers see that clean energy is for everyone.
We are excited to present our inaugural quarterly product outlook—a recurring presentation and webinar that will provide valuable insight into our strategic roadmap for Sales Partners, including the enhancements we plan to release over the course of the summer season.
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Watch this in-depth recap of our summer feature release
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Download PDF version
Download the presentation to share with fellow team members and keep a copy for your records.
Now: clean operations for better, faster sales
This quarter, we’ve cleaned up foundational operations by improving installation speed, workflows, and turnaround times, while reducing cancellation rates so you can complete more sales.
Faster site approval and design layouts
We’re making it easier for you to set clear expectations with customers through:
- ≤3 day timeline from clean deal submission to site approval
- Automatic notifications for any change requiring customer approval
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New preliminary and final proposals
It will be easier for you to walk customers through revisions to their proposal with:
- At-a-glance view of changes between initial and final proposals
- Automatic notifications when final proposals are ready to review
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No-hassle change orders
You’ll be able to discuss change orders in the closing meeting without having to open a change order case through:
- Automatic updates to the interactive proposal, homeowner installation contract, and loan documents when a final proposal is requested
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Panel placement review for customers
Feel more confident in closing a sale:
- We’re encouraging customers to review & feel great about their system design - and catch any design changes before permitting starts - for a smooth solar journey
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Beta: closing documents in customer’s account
This summer, we will be piloting a centralized “checklist” within the Palmetto customer experience where:
- Customers can easily review, upload, sign, and approve documents required for installation
- Supplements the emailed documents they receive today
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Instant roof quotes
When it comes to landing a pitch, time is of the essence. With this new feature, Sales Partners will be able to:
- Provide instant quotes for composite and concrete tile roofs in proposals
- Set expectations up front without having to wait
- Make pre-construction improvements a better experience for customers
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Better Virtual Site Survey (VSS) experience
Expect less “back and forth” with customers and faster design creation with:
- Updated questions that better inform design decisions
- Automatic notifications to homeowners of poor-quality images
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New-and-improved loan products
Sales Partners need a diverse range of loan products, depending on their customers’ financial situations. We are adding:
- New 30-year loan products, offering $10-$15 lower monthly payments on average
- An enhanced Sunlight credit model to increase approval rates
- Loan sorting to position the most popular and best products up top
- 25-year, 0% APR loans from Sunlight
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Diversified supply chain
Palmetto has taken proactive measures to fortify our supply chain to meet growing order volume and avoid slowdowns. You can expect:
- New products launching in specific markets
- On-track installation timelines that won’t be slowed by unavailable equipment
- The opportunity to request specific inverters, depending on homeowner preferences (coming soon)
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Market expansion
You can expect Palmetto to continue its expansion into the West and Southeast markets, adding new utilities in Arizona, Georgia, Nevada, Texas, Utah, and more.
- 2 million serviceable households added within the past quarter
- 72 million households now serviceable through Palmetto
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Next: coming soon for fall 2022
Once we strengthen the foundation with clean operations, we will hone our focus on stronger proposals, easier pricing calculations, more flexible instant designs, and in-app customer onboarding.
Automated dealer fee calculation
To reduce misquoting, Sales Partners now have dealer fees for adders, such as reroofs and panel replacements, automatically calculated. Next, you’ll be able to set a consistent PPW to preserve target margins.
Revamped proposals
Coming soon, our solar proposals will feature a validated model for solar impact on home values, more prominent examples of environmental benefits, and an easier cost-savings model with utility-level accuracy.
Referral tracking and automation
The easiest sale is a referral from a happy customer. Soon, Sales Partners will be able to participate in Palmetto’s referral system with unique referral links that their customers can share with others.
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We're excited to get started
Support and feedback from our Sales Partners are critical to fulfilling our mission. If you’re not a Sales Partner and would like to become one, we’d love to get the conversation started. Contact us, and one of our representatives will reach out to you.