Adding Datasheet to OpenSolar
Does anyone know how to add data sheets to OpenSolar?
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Offizieller Kommentar
Hi,
You can add datasheets to your proposals by following this article here: https://support.opensolar.com/hc/en-us/articles/360028632732-Attach-PDF-Documents-to-the-Sales-Proposal
For our exhibited manufacturer partners, the datasheets are also attached automatically to the proposal. If you would like to see any of the products you use exhibited, the best way to achieve this is to reach out to them and let them know that you would like to see them on OpenSolar. This helps you by providing nicer product images and detail and allows us to provide you with this free tool!
Hope this helps, please let me know if you have any follow up queries!
Kind regards,
Dion
Aktionen für Kommentare -
Hi Paul,
If you have followed the steps in the article then the attached document should show up on the MyEnergy page (by default at the bottom).
It should also automatically attach to the PDF proposal that you can generate on the MyEnergy.
Although both of these are dependent on whether the attachments are enable in your proposal template (control>purchase experience>proposal template>edit>proposal settings and switch on this option:
Hope this makes sense, let me know if you are having any further issues.
Kind regards,
Dion
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Hi there,
Yes, we archived the file since it was from the 1.0 version of the application. To add the PDF into the online proposal, you can go to the info tab of the project and select the upload button. Simply drag the PDF you want to add from your computer to this pop out window and tag the file using "sales proposal - Equipment documentation" which will make the file show in the PDF proposal.
I hope this helps.
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