The following guide provides a list of the Document placeholders and their definitions.

Customer placeholder

Client full name: This is the homeowner's full name, found on the Customer Information page.

Client phone: This is the homeowner's phone number, found on the Customer Information page.

Client email: This is the homeowner's email, found on the Customer Information page.

Assigned sales representative

Assigned project owner first name: This is the first name of the assigned project owner.

Assigned project owner last name: This is the last name of the assigned project owner.

Assigned project owner email: This is the email address of the assigned project owner.

HIS Number: This is the HIS number of the assigned project owner.

Company level

Company name: This is the company name entered on the Settings page.

Company about content: This is the Company description entered on the Settings page.

Company website: This is the company website as entered on the Settings page.

Company address: This is the company's full address as entered on the Settings page.

Company state: This is just the state portion of company's address as entered on the Settings page.

Company ZIP: This is just the ZIP code portion of company's address as entered on the Settings page.

Company phone number: This is the company phone number entered on the Settings page.

Company license number: This is the license number entered on the Settings page.

Company electrical license: This is the electrical license number entered on the Settings page.

Project

Project name: This is the project name as shown on the Customer Information page.

Project created date: This is the date the project was created.

Project address: This is the project address as entered on the Customer Information page.

Project state: This is the project state, per the address entered on the Customer Information page.

Project zip: This is the project zip code, per the address entered on the Customer Information page.

Project life: This is the project lifetime as shown on the Utility Settings page.

Project type: This is the project type, whether it's residential or commercial.

System

Solar size: This is the DC system size.

Estimated first year production: This is the estimated first year production of the project.

Average monthly kWh production: This is the average monthly production during the first year of the project.

Panel manufacturer: The manufacturer of the solar panels used.

Panels: This is the model of the panel used on the project.

Panels quantity: This is the quantity of the panels used.

Inverter manufacturer: The manufacturer of the inverters used.

Inverter model: This is the model of the inverter used on the project.

Inverter quantity: This is the quantity of the inverters used.

Consumption offset: This is the project consumption offset.

Customer’s monthly kWh usage: The customer's average monthly energy usage.

Battery manufacturer: This is the manufacturer of the batteries added.

Battery name: The name or model of the battery used.

Battery operating power: This is the operating power of the battery added to the project.

Storage size: This is the rating of the batteries added.

Estimated first year consumption: The estimated energy consumption in the first year.

Battery profile: This is the mode of operation of the battery.

Storage quantity: This is the quantity of batteries added to the project.

Storage configuration quantity: The number of configured battery setups.

Sunny days backup hours: Estimated backup hours available on sunny days.

Cloudy days backup hours: Estimated backup hours available on cloudy days.

Rating: This is the CEC-AC rating of the project.

Racking type: The type of racking system used for panel installation.

Financing

Estimated new total monthly payment: This is the estimated new total monthly payment for the financing option selected.

Buyout amount: The amount required to buy out the system at the end of the lease or PPA term.

Financing type: This is the type of financing selected (buy, loan, lease, or PPA).

Financing product name: This is the name of the financing product selected.

Lease/PPA monthly payment: This is the lease monthly payment.

Lease/PPA escalation: The annual percentage increase in the lease or PPA payment.

Loan amount: This is the total loan amount being financed.

Loan APR: This is the selected loan's APR.

Loan initial monthly payment: This is the initial loan monthly payment.

Financing service provider: This is the selected loan service provider (Goodleap, Mosaic, Dividend, Service Finance, or Other).

Loan term: This is the selected loan's total term in months.

New total payment over life: This is the total amount paid over the life of the financing agreement.

Lease/PPA term: This is the duration of the lease or PPA agreement.

Lease/PPA rate: This is the rate applied to the lease or PPA agreement.

Contract date: This is the date the financing contract was signed.

Pricing

Base price for solar: This is the base price for the solar equipment.

Discounts: This includes any discounts applied to the project.

Initial cash outlay: This is the amount due at the time of signing.

Estimated bill difference: This is the estimated bill difference as a result of installing solar.

Estimated new utility bill: This is the estimated new utility bill, after going solar.

Federal income tax: This is the federal income tax percentage.

Gross system price: This is the gross system cost.

Income tax credit (%): This is the total percentage of applicable income tax credits.

Income tax credit amount: This is the total calculated amount of applicable income tax credits.
Net system price: This is the net system cost.

Old utility bill: This is the old utility bill, before going solar.

Other costs: This includes any extra costs added to the project.

Price per watt: This is the price per watt of solar installed.

Storage base price: This is the base price for storage.

Storage price per kWh: This is the storage price per kWh of storage.

State/province tax: This is the state/province income tax percentage.

Incentive: These are any incentives applied to the project.

Savings

Additional bill savings with battery: This refers to the extra savings generated by using a battery in the solar setup.

Estimated net savings: This is the estimated net savings of the solar project.

Estimated solar savings over project life: This is the overall estimated savings of the solar project.

Project payback period: This is the payback period of the solar project.

Return on investment (ROI): This is the percentage return expected from the solar investment.

Bill offset: This indicates how much of the electricity bill is offset by solar production.

Bill savings over life: This is the total bill savings over the lifetime of the solar project.

With solar LCOE: This is the Levelized Cost of Energy with solar included.

Utility

Buy from utility price inflation: This is the inflation of the buy from utility price.

Old total payment over life: This is the total payment made before switching to solar.

New tariff name: This is the name of the new utility tariff applied after going solar.

Old tariff name: This is the name of the previous utility tariff before going solar.

Pre-solar utility rate: This is the utility rate before solar installation.

Pre-solar tariff code: This is the code associated with the pre-solar utility tariff.

Grid connection type: This is the type of grid connection applied.

Sell to utility price: This is the price at which excess energy is sold back to the utility.

Sell to utility price inflation: This is the inflation of the sell to utility price.

Tariffs: This is the tariff applied.

Utility service provider: This is the provider of the utility service.

Docusign – First/Second/Third Client placeholders

Date signed: Designated customer's date signed

Email: Designated customer's email address

Full name: Designated customer's full name

Initials: Designated customer's initials

Signature: Designated customer's signature

Docusign – First/Second/Third Counter Signer placeholders

Date signed: Designated counter signer customer date signed

Email: Designated counter signer's email

Full name: Designated counter signer's full name

Initials: Designated counter signer's initials

Signature: Designated counter signer's signature