Sales Docs Form

Closing Date*

Customer Information:

Customer: Name*

Customer: Email*

Customer: Phone*

Customer Preferred Language*

English

Español

Contract ID*

(Sunnova, Goodleap or Renew ID)

If Cash - Put "Cash"

Products Sold*

Solar

Solar + Tesla

Roof

Retrofit Tesla ("Stand-alone")

Promo Items Included/Sold

(If Applicable)

Was Sign & Win Used?*

Yes

No

Was this Sale Referred?

(Write down Name of who Referred)

(Include Deal Number if Possible)

Salesrep - Name*

(If there's a Trainee, put his name here)

Salesrep: Email*

(If there's a Trainee, put his email here)

Salesrep: Phone*

(If there's a Trainee, put his # here)

Was it a Sales Assist?*

(Write down name of Consultant/Leader/Manager who assisted or "No" if not Applicable)

**If Trainee sale was closed by a closer who's NOT the Mentor, write down name here

Comments

Upload Sales Documents*

Exhibit A:

-Homeowners insurance Declaration Page

-Utility Bill

-Homeowners ID

-HOA Name and Contact information

-Plot Survey

Drag and drop files here or

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