Transactions

ETB users can specify which financing Transaction(s) to include in proposals. You can create up to 4 financing Transactions for a given proposal. When clicking on the "Add Transaction" button, you will be able to select from a variety of transaction types: 

1. User Defined Transactions: transactions you have edited or created. 

2. ETB Gallery Transactions: transaction created by ETB. These transactions can be edited as users see fit. Once edited, the new version of the transaction will live under 'User Defined Transactions.' 

3. Energy Toolbase Integrated Financiers: transactions created by our integrated Financiers that provide our users with instantaneous quotes. 

Depending on which transaction you select and how that Transaction Template is set up, you may be required to specify certain transaction inputs.