How to customize the email subject/message your customer will receive

Summary

OpenSolar allows you to customize the email subject and message that accompanies your customer's solar proposal. This feature helps you create a more personalized and professional experience, tailored to each customer’s needs and preferences. You can set a default email template for all proposals or override it per project at the time of sending.

Setting a Default Proposal Email Message

You can create a default subject line and message body that will automatically be used whenever a proposal is sent from your OpenSolar account.

Steps to Configure the Default Message:

1. Navigate to:
   Control > Company > Settings

2. Scroll down and expand the Email Settings section.

3. Customize the following:

   • Email Subject

   • Email Message Body

Tip: Include placeholders like the customer's name or project name to make your message more engaging.

Overriding the Email for a Specific Proposal

In addition to the default email, OpenSolar gives you the flexibility to customize the message on a per-project basis.

Steps to Override the Email Message:

1. Open the specific project from your Projects dashboard.

2. Click on the Online Proposal tab at the top.

3. Scroll to the bottom right and click Send Proposal to Customer

4. A pop-up window will appear displaying the default email message.

5. Click the Customize button to edit:

   • Email Subject

   • Email Body

6. Once satisfied with your edits, click Confirm and Send Proposal to deliver the message directly to your customer's inbox.

Any changes made here will only apply to this specific project, and will not alter the default message saved in your settings.