{"id":15613,"date":"2026-03-03T19:00:00","date_gmt":"2026-03-03T19:00:00","guid":{"rendered":"https:\/\/www.opensolar.com\/?post_type=product-updates&#038;p=15613"},"modified":"2026-03-06T21:26:47","modified_gmt":"2026-03-06T21:26:47","slug":"release-3-5-0","status":"publish","type":"product-updates","link":"https:\/\/www.opensolar.com\/hi\/product-updates\/release-3-5-0\/","title":{"rendered":"Release Notes \u2013 OS 3.5.0"},"content":{"rendered":"<section id=\"hero-block_5e0e69c4a84e2723b6626792e5aaa208\" class=\"hero release-notes-with-audio  light-mode background-bright-grey-200\" style=\"\">\n\t\t\t\t\t<div class=\"content-block-hero\">\n\t\t\t\t\t\t\t\t<div class=\"intro-text default\">\n\t\t\t\t\t\t\t\t\t\t\t<h1 class=\"motion-hero-headline blue-gradient light-mode\"><p>Release Notes \u2013 OS 3.5.0<\/p>\n<\/h1>\t\t\t\t\t\t<div class=\"motion-hero-sub-headline sub-headline light-mode\"><p>OS 3.5.0 adds the PandaDoc e-signature integration and expands beta access to the Sales Machine Proposal. It also strengthens Integrated Finance with new LightReach controls, clearer transaction statuses, and proactive validation to reduce lender rejections, improves Greenbank STC job submission, and includes fixes across AI Lead Gen, finance, payments, Shop, CRM, and Control.<\/p>\n<\/div>\t\t\t\t\t\t<div class=\"motion-hero-text text light-mode\">\n<div class=\"wp-block-presto-player-reusable-edit\"><!--presto-player:video_id=11--><figure class=\"wp-block-video presto-block-video  presto-provider-audio\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #2a71db); --presto-player-border-radius: 18px; --presto-player-logo-width: 150px; --plyr-audio-controls-background: #2a71db;--plyr-audio-control-color: #ffffff;--plyr-range-thumb-background: #ffffff;--plyr-range-fill-background: #ffffff;--plyr-audio-progress-buffered-background: rgba(220,220,220,0.35); --presto-curtain-size: 25%\">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:5,&quot;name&quot;:&quot;Product Updates&quot;,&quot;slug&quot;:&quot;product-updates&quot;,&quot;icon&quot;:&quot;&quot;,&quot;skin&quot;:&quot;default&quot;,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;play-large&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:true,&quot;pip&quot;:false,&quot;reset_on_end&quot;:false,&quot;save_player_position&quot;:false,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;&quot;,&quot;on_video_end&quot;:&quot;&quot;,&quot;play_video_viewport&quot;:false,&quot;show_time_elapsed&quot;:false,&quot;hide_logo&quot;:&quot;0&quot;,&quot;border_radius&quot;:18,&quot;background_color&quot;:&quot;&quot;,&quot;control_color&quot;:&quot;&quot;,&quot;is_locked&quot;:false,&quot;cta&quot;:{&quot;enabled&quot;:false,&quot;percentage&quot;:100,&quot;show_rewatch&quot;:true,&quot;show_skip&quot;:true,&quot;headline&quot;:&quot;&quot;,&quot;bottom_text&quot;:&quot;&quot;,&quot;show_button&quot;:true,&quot;button_text&quot;:&quot;&quot;,&quot;button_color&quot;:&quot;&quot;,&quot;button_text_color&quot;:&quot;&quot;,&quot;background_opacity&quot;:0,&quot;button_link&quot;:{&quot;id&quot;:&quot;&quot;,&quot;url&quot;:&quot;&quot;,&quot;type&quot;:&quot;&quot;,&quot;opensInNewTab&quot;:false},&quot;button_radius&quot;:0},&quot;email_collection&quot;:{&quot;enabled&quot;:false,&quot;behavior&quot;:&quot;pause&quot;,&quot;percentage&quot;:0,&quot;allow_skip&quot;:false,&quot;provider&quot;:&quot;&quot;,&quot;provider_list&quot;:&quot;&quot;,&quot;provider_tag&quot;:&quot;&quot;,&quot;border_radius&quot;:0,&quot;headline&quot;:&quot;&quot;,&quot;bottom_text&quot;:&quot;&quot;,&quot;button_text&quot;:&quot;&quot;,&quot;button_color&quot;:&quot;&quot;,&quot;button_text_color&quot;:&quot;&quot;},&quot;action_bar&quot;:{&quot;enabled&quot;:false,&quot;percentage_start&quot;:0,&quot;text&quot;:&quot;Like this?&quot;,&quot;background_color&quot;:&quot;&quot;,&quot;button_type&quot;:&quot;none&quot;,&quot;button_count&quot;:false,&quot;button_text&quot;:&quot;Click Here&quot;,&quot;button_radius&quot;:0,&quot;button_color&quot;:&quot;&quot;,&quot;button_text_color&quot;:&quot;&quot;,&quot;button_link&quot;:{&quot;id&quot;:&quot;&quot;,&quot;url&quot;:&quot;&quot;,&quot;type&quot;:&quot;&quot;,&quot;opensInNewTab&quot;:false}},&quot;created_by&quot;:7,&quot;created_at&quot;:&quot;2025-04-01 00:45:53&quot;,&quot;updated_at&quot;:&quot;2025-04-15 18:35:17&quot;,&quot;deleted_at&quot;:&quot;&quot;,&quot;type&quot;:&quot;audio&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#2a71db&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;src&quot;:&quot;https:\\\/\\\/www.opensolar.com\\\/wp-content\\\/uploads\\\/2026\\\/02\\\/OS-3.5.0-English-Audio-Release-Notes.m4a&quot;,&quot;title&quot;:&quot;AI Powered Readout OS 3.5.0&quot;,&quot;preset&quot;:5,&quot;id&quot;:11,&quot;attachment_id&quot;:15615,&quot;autoplay&quot;:false,&quot;chapters&quot;:[],&quot;tracks&quot;:[],&quot;visibility&quot;:&quot;public&quot;,&quot;gbBlockCondition&quot;:&quot;&quot;,&quot;gbBlockConditionInvert&quot;:false,&quot;hasCustomCSS&quot;:false,&quot;customCSS&quot;:&quot;&quot;,&quot;conditionalBlocksAttributes&quot;:[],&quot;conditionalBlocks&quot;:[]}'\n\t\tanalytics='1'\n\t\tautomations\t\tprovider='audio'\n\t\t\t\tid=\"presto-player-1\"\n\t\tsrc=\"https:\/\/www.opensolar.com\/wp-content\/uploads\/2026\/02\/OS-3.5.0-English-Audio-Release-Notes.m4a\"\n\t\tmedia-title=\"AI Powered Readout OS 3.5.0\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-11 presto-preset-id-5 skin-default\"\n\t\tskin=\"default\" \n\t\ticon-url=\"https:\/\/www.opensolar.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"\"\n\t\tvideo-id=\"11\"\n\t\t\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n\n\t<\/presto-player>\n<\/figure><\/div>\n\n<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\n<section id=\"side-by-side-block_7b9a32e9ccea355603cd46b7de9c9ff7\" class=\"side-by-side light-mode  background-none\" style=\"\">\n\t<div class=\"side-by-side-content light-mode\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"content-block-regular\">\n\t\t\t\t\t\t<div class=\"artwork-block artwork-right\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"rounded\" style=\"position: relative;\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.opensolar.com\/wp-content\/uploads\/2026\/03\/Sign-contracts-in-OpenSolar-with-the-new-PandaDoc-e-signature-integration-1.jpg?fit=1200%2C912&#038;quality=89&#038;ssl=1\" class=\"motion-artwork-base-side-by-side-block_7b9a32e9ccea355603cd46b7de9c9ff7\" alt=\"Man with tablet below PandaDoc and OpenSolar logos\" style=\"z-index: 0;\" \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"\" class=\"motion-artwork-layer1-side-by-side-block_7b9a32e9ccea355603cd46b7de9c9ff7\" alt=\"\" style=\"z-index: 1; position: absolute; top: 0; left: 0;\" \/>\n\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"light-mode\"><p>Sign contracts in OpenSolar with the new PandaDoc e-signature integration<\/p>\n<\/h2>\t\t\t\t\t\t\t\t<div class=\"sub-headline light-mode\"><p><span style=\"font-weight: 400;\"><b>\u00a0\ud83c\uddfa\ud83c\uddf2\ud83c\udde6\ud83c\uddfa\ud83c\uddec\ud83c\udde7 <\/b>E-Signature &amp; Payments<\/span><\/p>\n<\/div>\t\t\t\t\t\t\t\t<div class=\"text light-mode\"><ul>\n<li><span style=\"font-weight: 400;\">PandaDoc is now available as an e-signature integration in OpenSolar. Manage the full e-signature workflow in-platform with a more stable signing experience. It\u2019s particularly useful for US Pros using integrated loans, originations, and CashFlow transactions. Reduce e-signature operational costs by over 50% compared to previous solutions like DocuSign. Set up your PandaDoc account to get started below.<\/span><\/li>\n<\/ul>\n<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"actions stacked\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"button\">\n\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/pandadoc.partnerlinks.io\/8h2e0qnelmtj\" target=\"_blank\" class=\"button-sbs-filled\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Sign Up<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\" fill=\"none\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<path d=\"M6.66667 4.66675L10 8.00008L6.66667 11.3334\" stroke=\"#1751D0\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"button\">\n\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/support.opensolar.com\/hc\/en-us\/articles\/15166040343055-How-to-use-PandaDoc-on-OpenSolar\" target=\"_blank\" class=\"button-sbs-textblue\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Learn more<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\" fill=\"none\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<path d=\"M6.66667 4.66675L10 8.00008L6.66667 11.3334\" stroke=\"#1751D0\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n<section id=\"side-by-side-block_2530f34aa8b54caf886b0fd4debe2c79\" class=\"side-by-side light-mode  background-bright-grey-200\" style=\"\">\n\t<div class=\"side-by-side-content light-mode\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"content-block-regular\">\n\t\t\t\t\t\t<div class=\"artwork-block artwork-left\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"rounded\" style=\"position: relative;\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.opensolar.com\/wp-content\/uploads\/2026\/03\/1Try-the-all-new-Sales-Machine-Proposal.jpg?fit=1200%2C912&#038;quality=89&#038;ssl=1\" class=\"motion-artwork-base-side-by-side-block_2530f34aa8b54caf886b0fd4debe2c79\" alt=\"A document builder interface showing a service block being edited with an image of a solar panel installation, alongside an image properties menu on the right.\" style=\"z-index: 0;\" \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"\" class=\"motion-artwork-layer1-side-by-side-block_2530f34aa8b54caf886b0fd4debe2c79\" alt=\"\" style=\"z-index: 1; position: absolute; top: 0; left: 0;\" \/>\n\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space\">\n\t\t\t\t\t\t\t\t<div class=\"accent-image\"><figure style=\"max-width: 120px;\"><img loading=\"lazy\" decoding=\"async\" width=\"480\" height=\"148\" src=\"https:\/\/i0.wp.com\/www.opensolar.com\/wp-content\/uploads\/2025\/04\/beta-access-2.png?fit=480%2C148&amp;quality=80&amp;ssl=1\" class=\"attachment-full size-full\" alt=\"Beta access\" \/><\/figure><\/div>\t\t\t\t\t\t\t\t<h2 class=\"light-mode\"><p>Try the all-new Sales Machine Proposal<\/p>\n<\/h2>\t\t\t\t\t\t\t\t<div class=\"sub-headline light-mode\"><p><span style=\"font-weight: 400;\"><b>\u00a0\ud83c\uddfa\ud83c\uddf2\ud83c\udde6\ud83c\uddfa\ud83c\uddec\ud83c\udde7 <\/b>Sales Machine (formerly Proposals)<\/span><\/p>\n<\/div>\t\t\t\t\t\t\t\t<div class=\"text light-mode\"><ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales Machine Proposal is now available in beta. Customize layout, colours, and fonts to match your brand, and turn every quote into a full electrification story. CashFlow and finance options are built in so you can take deposits, offer loans or leases, and close the deal on the spot. Learn more in the\u00a0<a href=\"https:\/\/support.opensolar.com\/hc\/en-us\/articles\/13782333913231-Sales-Machine-Proposal-User-Guide-Beta\" target=\"_blank\" rel=\"noopener\">Help Center<\/a>\u00a0article.<\/span><\/li>\n<\/ul>\n<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"actions stacked\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"button\">\n\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/app.opensolar.com\/proposal_templates\" target=\"_blank\" class=\"button-sbs-filled\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Try Sales Machine Beta<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\" fill=\"none\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<path d=\"M6.66667 4.66675L10 8.00008L6.66667 11.3334\" stroke=\"#1751D0\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"button\">\n\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/cne2p.share.hsforms.com\/2o5gXvPNIRVST7Y6r2r3Gzg\" target=\"_blank\" class=\"button-sbs-textblue\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Share feedback<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\" fill=\"none\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<path d=\"M6.66667 4.66675L10 8.00008L6.66667 11.3334\" stroke=\"#1751D0\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n<section id=\"side-by-side-block_49a14f114a88be1b718ba6af58a79ef5\" class=\"side-by-side light-mode  background-white\" style=\"\">\n\t<div class=\"side-by-side-content light-mode\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"content-block-regular\">\n\t\t\t\t\t\t<div class=\"artwork-block artwork-right\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"rounded\" style=\"position: relative;\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.opensolar.com\/wp-content\/uploads\/2026\/03\/2Enable-online-payments-for-customers-with-CashFlow.jpg?fit=1200%2C912&#038;quality=89&#038;ssl=1\" class=\"motion-artwork-base-side-by-side-block_49a14f114a88be1b718ba6af58a79ef5\" alt=\"A screenshot of a webpage titled &quot;Accept Proposal&quot; showing a &quot;Make Payment&quot; screen with payment options and a &quot;Summary&quot; section listing an &quot;Amount Due Today&quot; of $1,006.40 for a &quot;Deposit&quot;\" style=\"z-index: 0;\" \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"\" class=\"motion-artwork-layer1-side-by-side-block_49a14f114a88be1b718ba6af58a79ef5\" alt=\"\" style=\"z-index: 1; position: absolute; top: 0; left: 0;\" \/>\n\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"light-mode\"><p>Enable online payments for customers with CashFlow<\/p>\n<\/h2>\t\t\t\t\t\t\t\t<div class=\"sub-headline light-mode\"><p><span style=\"font-weight: 400;\"><b>\u00a0\ud83c\uddfa\ud83c\uddf2\ud83c\udde6\ud83c\uddfa\ud83c\uddec\ud83c\udde7 <\/b>Sales Machine (formerly Proposals)<\/span><\/p>\n<\/div>\t\t\t\t\t\t\t\t<div class=\"text light-mode\"><ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">All customers can now see the online payment experience when they accept a proposal. If CashFlow is not set up, you will now see prompts when you send a proposal and when you save Payment Options, with a quick link into CashFlow setup so you can enable online payments and spend less time chasing payments.<\/li>\n<\/ul>\n<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"actions\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"button\">\n\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/app.opensolar.com\/cashflow\" target=\"_blank\" class=\"button-sbs-filled\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Set Up CashFlow<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewBox=\"0 0 16 16\" fill=\"none\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<path d=\"M6.66667 4.66675L10 8.00008L6.66667 11.3334\" stroke=\"#1751D0\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/svg>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n\n<div class=\"container-outer-default gb-element-5f761b72\">\n<div class=\"gb-element-9bfb0d24\">\n<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"486\" class=\"gb-media-6f5998d0\" alt=\"A solar installation quote form showing a satellite map of a residential address, alongside selections for solar panels, battery, and roof type.\" title=\"AI Lead Gen\" src=\"https:\/\/i0.wp.com\/www.opensolar.com\/wp-content\/uploads\/2026\/03\/AI-Lead-Gen.jpg?resize=640%2C486&#038;quality=89&#038;ssl=1\" srcset=\"https:\/\/i0.wp.com\/www.opensolar.com\/wp-content\/uploads\/2026\/03\/AI-Lead-Gen.jpg?w=1200&amp;quality=89&amp;ssl=1 1200w, https:\/\/i0.wp.com\/www.opensolar.com\/wp-content\/uploads\/2026\/03\/AI-Lead-Gen.jpg?resize=768%2C584&amp;quality=89&amp;ssl=1 768w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\n\n\n\n<div>\n<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"480\" height=\"148\" class=\"gb-media-d9c7359e\" alt=\"Beta access\" title=\"beta-access-2\" src=\"https:\/\/i0.wp.com\/www.opensolar.com\/wp-content\/uploads\/2025\/04\/beta-access-2.png?resize=480%2C148&#038;quality=80&#038;ssl=1\"\/>\n\n\n\n<h2 class=\"gb-text text-headline-h2-blue gb-text-e7eca632\">Explore AI Lead Gen improvements<\/h2>\n\n\n\n<ul class=\"gb-element-cd30d09c\">\n<li class=\"list-item-check\">\n<p class=\"gb-text text-subheadline gb-text-bac4051c\"><strong>Hide Ada panel placements<\/strong> \u2013 You can now hide Ada panel placements or map imagery.<\/p>\n\n\n\n<div class=\"gb-element-6f4e7399\">\n<a class=\"button-learn-more\" href=\"https:\/\/support.opensolar.com\/hc\/en-us\/articles\/13770301266959-Introducing-the-new-AI-Lead-Generation-Tool\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Learn more<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n<\/li>\n\n\n\n<li class=\"list-item-check\">\n<p class=\"gb-text text-subheadline gb-text-7fdec4b8\"><strong>Turn off Ada for embedded form leads<\/strong> \u2013 When Ada is not enabled, your embedded lead generation form flow now skips design creation. Customers enter address and usage, then contact info, and OpenSolar creates a new project with the contact and lead data, but no auto-design. You still get a lead and a contact created.<\/p>\n\n\n\n<div class=\"gb-element-05d110e8\">\n<a class=\"button-learn-more\" href=\"https:\/\/support.opensolar.com\/hc\/en-us\/articles\/13770301266959-Introducing-the-new-AI-Lead-Generation-Tool\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Learn more<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"container-outer-default\">\n<div class=\"container-inner-default\">\n<div class=\"gb-element-7a6ab283\">\n<h2 class=\"gb-text text-headline-h2-blue gb-text-76e8cc24\">Integrated Finance<\/h2>\n\n\n\n<p class=\"gb-text-186180f6\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\">\ud83c\uddfa\ud83c\uddf2 <strong>Filter equipment to Lightreach approved vendors<\/strong> &#8211; Set financier-approved vendor filters in Design Studio to restrict equipment options to those explicitly approved by LightReach.<\/span><\/p>\n\n\n\n<div class=\"gb-element-6a8a08a0\">\n<a class=\"button-learn-more gb-text-4f7a6aac\" href=\"https:\/\/app.opensolar.com\/payment_options\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Manage payment options<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n\n\n\n<p class=\"gb-text-c63a1698\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\">\ud83c\uddfa\ud83c\uddf2 <strong>See solar-only and battery breakdown for LightReach TPO pricing <\/strong> &#8211; View a solar-only and battery breakdown for LightReach TPO payment options in the pricing table and customer-facing proposal.<\/span><\/p>\n\n\n\n<div class=\"gb-element-33b6d2bd\">\n<a class=\"button-learn-more gb-text-0b0f2c0e\" href=\"https:\/\/app.opensolar.com\/payment_options\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Open financing<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n\n\n\n<p class=\"gb-text-f48d90f8\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\"><strong>Track finance transactions with lender names and clearer statuses<\/strong> &#8211; \u201cProject Manage\u201d rows for finance transactions now show specific lender names, like Propensio, and more precise statuses, like Awaiting Customer Action.<\/span><\/p>\n\n\n\n<div class=\"gb-element-45b9817c\">\n<a class=\"button-learn-more gb-text-2673db4a\" href=\"https:\/\/app.opensolar.com\/payment_options\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Open project manage<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n\n\n\n<p class=\"gb-text-137d6c2b\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\"><strong>\ud83c\uddec\ud83c\udde7<\/strong> <strong>Apply for finance from UK PDF proposals with a QR code<\/strong> &#8211; UK PDF proposals now include a dynamic QR code that takes customers directly to a full-screen, mobile-friendly finance application.<\/span><\/p>\n\n\n\n<div class=\"gb-element-468aa1e1\">\n<a class=\"button-learn-more gb-text-0f7d7156\" href=\"https:\/\/app.opensolar.com\/payment_options\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Open settings<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n\n\n\n<p class=\"gb-text-dbce4ee0\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\">\ud83c\uddec\ud83c\udde7 <strong>Filter Project List by included payment options<\/strong> &#8211; New \u201cPayment Option Included\u201d filters let you isolate projects sold via Propensio, Selina, or the broader Finance Marketplace.<\/span><\/p>\n\n\n\n<div class=\"gb-element-93617605\">\n<a class=\"button-learn-more\" href=\"https:\/\/app.opensolar.com\/projects\/\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Open project list filters<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n\n\n\n<p class=\"gb-text-7e4082c2\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\">\ud83c\uddfa\ud83c\uddf2 <strong>Prevent LightReach submission rejections with proactive design validation <\/strong>&#8211; OpenSolar now automatically blocks invalid design metrics, like tilt above 90\u00b0, before submission to help prevent lender API rejections.<\/span><\/p>\n\n\n\n<div class=\"gb-element-ebc774b6\">\n<a class=\"button-learn-more gb-text-abfbb289\" href=\"https:\/\/app.opensolar.com\/payment_options\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Manage payment options<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"container-outer-default gb-element-875afc62\">\n<div class=\"container-inner-default\">\n<div class=\"gb-element-88012d97\">\n<h2 class=\"gb-text text-headline-h2-blue gb-text-924cc27d\">E-Signature &amp; Payments<\/h2>\n\n\n\n<p class=\"gb-text-c845e4de\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\"><strong><strong>\ud83c\uddfa\ud83c\uddf2<\/strong><\/strong> <strong>Include the Solar System Supporting Information doc in DocuSign <\/strong>&#8211; If you\u2019re a California Pro, OpenSolar now includes the required Solar System Supporting Information doc in DocuSign. It is added to the front of the DocuSign envelope after the customer accepts the proposal.<\/span><\/p>\n\n\n\n<div class=\"gb-element-83599dc3\">\n<a class=\"button-learn-more\" href=\"https:\/\/support.opensolar.com\/hc\/en-us\/articles\/4407230758297-How-to-set-up-DocuSign-on-OpenSolar\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Learn more<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n\n\n\n<p class=\"gb-text-bb5a2fa4\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\"><strong>\ud83c\uddfa\ud83c\uddf2<\/strong> <strong>Use the latest 2025 California Consumer Protection Template in DocuSign<\/strong> <strong>&#8211; <\/strong>If you\u2019re a California Pro with the DocuSign integration enabled, OpenSolar now uses the latest 2025 California Consumer Protection Template.<\/span><\/p>\n\n\n\n<div class=\"gb-element-1d182a85\">\n<a class=\"button-learn-more\" href=\"https:\/\/support.opensolar.com\/hc\/en-us\/articles\/4407230758297-How-to-set-up-DocuSign-on-OpenSolar\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Learn more<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"container-outer-default\">\n<div class=\"container-inner-default\">\n<div class=\"gb-element-f63149d4\">\n<h2 class=\"gb-text text-headline-h2-blue gb-text-326899cf\">General<\/h2>\n\n\n\n<p class=\"gb-text-46ae2ddf\"><span class=\"gb-shape\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M10.6 16.6L17.65 9.55L16.25 8.15L10.6 13.8L7.75 10.95L6.35 12.35L10.6 16.6ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"url(#paint0_linear_265_6)\"><\/path>\n<defs>\n<linearGradient id=\"paint0_linear_265_6\" x1=\"12\" y1=\"2\" x2=\"12\" y2=\"22\" gradientUnits=\"userSpaceOnUse\">\n<stop stop-color=\"#1852D0\"><\/stop>\n<stop offset=\"1\" stop-color=\"#3D91E7\"><\/stop>\n<\/linearGradient>\n<\/defs>\n<\/svg><\/span><span class=\"gb-text\">\ud83c\udde6\ud83c\uddfa <strong>Create Greenbank STC jobs with Address Search and CER mapping warning<\/strong>s &#8211; When you click Create Job on Greenbank, the Bridge Select job dialog now includes Address Search so you can update address details before submitting. You will also see a warning if a component is not mapped to CER before you submit.<\/span><\/p>\n\n\n\n<a class=\"button-learn-more\" href=\"https:\/\/support.opensolar.com\/hc\/en-us\/articles\/13188917265295-Connect-your-Greenbank-trader-account-to-OpenSolar-to-claim-STCs\" target=\"_blank\" rel=\"noopener\"><span class=\"gb-text\">Learn more<\/span><span class=\"gb-shape\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 640 640\"><path d=\"M471.1 297.4C483.6 309.9 483.6 330.2 471.1 342.7L279.1 534.7C266.6 547.2 246.3 547.2 233.8 534.7C221.3 522.2 221.3 501.9 233.8 489.4L403.2 320L233.9 150.6C221.4 138.1 221.4 117.8 233.9 105.3C246.4 92.8 266.7 92.8 279.2 105.3L471.2 297.3z\"><\/path><\/svg><\/span><\/a>\n<\/div>\n<\/div>\n<\/div>\n\n\n<section id=\"one-column-block_6db4efb2988cb79d9111ff3c68ff85c6\" class=\"one-column bs-h-regular bs-tp-none bs-sp-regular bs-bp-regular light-mode  background-bright-grey-200\" style=\"\">\n\t<div class=\"block-style-default\">\n\t\t\t\t\t<header>\n\t\t\t\t\t\t\t\t\t\t\t\t<h2 id=\"one-column-block_6db4efb2988cb79d9111ff3c68ff85c6-h2\" class=\"black one-column-headline light-mode\"><p>Fixes<\/p>\n<\/h2>\t\t\t\t\t\t\t<\/header>\n\t\t\t\t<div class=\"center-column\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space left\">\n\t\t\t\t\t\t\t<div class=\"light-mode headline-style-product_updates\">Integrated Finance<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text light-mode\"><ul>\n<li><b><span style=\"font-weight: 400;\">\ud83c\uddfa\ud83c\uddf2\ud83c\uddec\ud83c\udde7 <\/span>LightReach and Propensio credit application date of birth picker<\/b><span style=\"font-weight: 400;\"> &#8211; Fixed an issue where the date of birth calendar date picker did not work.<\/span><\/li>\n<li><b><span style=\"font-weight: 400;\">\ud83c\uddfa\ud83c\uddf2 <\/span>Hawaii integrated lease tax<\/b><span style=\"font-weight: 400;\"> &#8211; Fixed an issue where LightReach lease responses were not treated as tax-inclusive, which could cause double-taxing for Hawaii-based homeowners.<\/span><\/li>\n<\/ul>\n<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space left\">\n\t\t\t\t\t\t\t<div class=\"light-mode headline-style-product_updates\">CashFlow<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text light-mode\"><ul>\n<li><b>Xero sync reliability<\/b><span style=\"font-weight: 400;\"> &#8211; Fixed issues with tax code mapping, duplicate contact errors via name-matching, and unique invoice number constraints.<\/span><\/li>\n<li><b>Payments tab privacy guardrail<\/b><span style=\"font-weight: 400;\"> &#8211; Fixed an issue where restricted users, like subcontractors, could still see the Payments tab even when it was disabled in their Role settings.<\/span><\/li>\n<li><b>Standalone invoice quantities<\/b><span style=\"font-weight: 400;\"> &#8211; Fixed an issue where line-item quantities on PDF invoices and previews could incorrectly default to 1.<\/span><\/li>\n<\/ul>\n<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space left\">\n\t\t\t\t\t\t\t<div class=\"light-mode headline-style-product_updates\">Hardware Shop<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text light-mode\"><ul>\n<li><b><span style=\"font-weight: 400;\">\ud83c\udde6\ud83c\uddfa <\/span>Order confirmation email total<\/b><span style=\"font-weight: 400;\"> &#8211; Fixed an issue where an incorrect Total calculation could appear in the order confirmation email.<\/span><\/li>\n<\/ul>\n<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space left\">\n\t\t\t\t\t\t\t<div class=\"light-mode headline-style-product_updates\">Project Management CRM<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text light-mode\"><ul>\n<li><b>Contract date and Sold date timezone mismatch<\/b><span style=\"font-weight: 400;\"> \u2013 Fixed an issue where the contract date and project Sold date could differ due to timezone discrepancies.<\/span><\/li>\n<\/ul>\n<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space left\">\n\t\t\t\t\t\t\t<div class=\"light-mode headline-style-product_updates\">General<\/div>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text light-mode\"><ul>\n<li><b>Integrations menu<\/b><span style=\"font-weight: 400;\"> &#8211; Moved Wallet, Connect, and Integrations and API Keys into a dedicated Integrations section in Control, in that order.<\/span><\/li>\n<\/ul>\n<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<section id=\"one-column-block_c444cccc01352de6cd34493db7d622c4\" class=\"one-column bs-h-regular bs-tp-none bs-sp-regular bs-bp-regular light-mode  background-white\" style=\"\">\n\t<div class=\"block-style-default\">\n\t\t\t\t\t<header>\n\t\t\t\t\t\t\t\t\t\t\t\t<h2 id=\"one-column-block_c444cccc01352de6cd34493db7d622c4-h2\" class=\"black one-column-headline light-mode\"><p style=\"text-align: center;\">Try out the new features and let us know what you think!<\/p>\n<p>&nbsp;<\/p>\n<\/h2>\t\t\t\t\t\t\t<\/header>\n\t\t\t\t<div class=\"center-column\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"button-layout\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/opensolar.atlassian.net\/servicedesk\/customer\/portal\/201\/group\/210\/create\/336\" target=\"_blank\" class=\"button-filled light-mode\">\n\t\t\t\t\t\t\t\t\t<span>Submit Feedback<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"text-space left\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>OS 3.5.0 strengthens Integrated Finance with new LightReach controls, clearer transaction statuses, and proactive validation to reduce lender rejections. It also adds the PandaDoc e-signature integration, expands beta access to the Sales Machine Proposal, improves Greenbank STC job submission, and includes fixes across AI Lead Gen, finance, payments, Shop, CRM, and Control.<\/p>\n","protected":false},"featured_media":15673,"template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-15613","product-updates","type-product-updates","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Release Notes \u2013 OS 3.5.0 | OpenSolar<\/title>\n<meta name=\"description\" content=\"OS 3.5.0 enhances Integrated Finance with new LightReach controls, clearer statuses, and proactive validation to lower rejections. It adds PandaDoc e-signature, expands beta access to the Sales Machine Proposal, improves Greenbank STC submission, and fixes issues in AI Lead Gen, finance, payments, Shop, CRM, and Control.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.opensolar.com\/hi\/product-updates\/release-3-5-0\/\" \/>\n<meta property=\"og:locale\" content=\"hi_IN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Release Notes \u2013 OS 3.5.0\" \/>\n<meta property=\"og:description\" content=\"OS 3.5.0 enhances Integrated Finance with new LightReach controls, clearer statuses, and proactive validation to lower rejections. 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