With a Sunlight Financial integration set up, you can generate customized soft estimates based on your Sunlight Financial products and, if the pre-qual has been completed, the specific products for which the customer has pre-qualified.
To generate a Sunlight Financial soft quote, follow the instructions below.
Please note that generating the soft quote will save it to the lead's file for your team to reference in sales appointments; the soft quote will not be sent to the customer.
1. Find the Contact
Go to the Com Portal and click on the contact you'd like to generate a soft estimate for. (Use these searching and filtering tips to help.)
![plain_engagement_post_prequal.jpg](https://internalservicessa.blob.core.windows.net/helpcenter/images/55988c00-cd2c-496e-9270-0cf7bf9804ee.jpg)
2. Click the Plus Sign
Click the plus sign (+) to open the partner tools and then choose Sunlight Financial Quoting.
![click_sunlight_financial_quoting.jpg](https://internalservicessa.blob.core.windows.net/helpcenter/images/87d03e78-05ad-442d-ab0f-97e994df9b46.jpg)
3. Add Project Cost
Enter an estimated project cost and then click Create Soft Estimate.
![create_soft_estimate.jpg](https://internalservicessa.blob.core.windows.net/helpcenter/images/ed266ae3-8b20-46c9-a7d9-0cbe376649df.jpg)
4. Choose Financing Products
On the next screen, choose your preferred financing products. If the customer has completed the pre-qual application, then only pre-qualifying financing products will appear here; otherwise, all available financing products will be listed.
Select your preferred financing products and then click Next.
![click_next_on_sunlight_quoting.jpg](https://internalservicessa.blob.core.windows.net/helpcenter/images/6ebff55b-ea13-42ff-924b-669b2f46b057.jpg)
5. View Results
The next screen will show you soft quotes for each of the financing products you selected.
![view_sunlight_results.jpg](https://internalservicessa.blob.core.windows.net/helpcenter/images/63d9e65f-4762-41b8-b010-02c5398d52ff.jpg)
6. Request Appointment
When you're finished reviewing the quotes, click Request Appointment.
![request_appt.jpg](https://internalservicessa.blob.core.windows.net/helpcenter/images/bd69e7bd-64d9-4aa2-9304-19ca9bfefa4e.jpg)
Request Appointment will do three things: close the current modal, save the soft estimate as a PDF, and pre-populate a message requesting a follow-up appointment with the customer.
You can edit the message if desired and then click Send to send it to the customer.
![prepopulate_message_for_soft_quote.jpg](https://internalservicessa.blob.core.windows.net/helpcenter/images/604a1edc-6322-40b2-b574-e0ae701b3634.jpg)
To review the soft estimate at any time in the future, go to the Files Shared panel and look in the Files tab.
![FIles_shared_tab.jpg](https://internalservicessa.blob.core.windows.net/helpcenter/images/83bb8fca-d022-42d6-9a7f-991ed59a2cda.jpg)