How to create case studies to show in your proposal

Summary:

Case Studies in OpenSolar allow you to showcase real-world installations or success stories in your proposals—building trust and credibility with potential customers. From the Control zone of the app, you can create, edit, and organize case studies that appear in both the online and PDF proposals. This guide covers how to add new case studies, update existing ones, and control their appearance in proposals.

Accessing Case Studies

1. Navigate to the Control zone of the app.

2. In the left-hand sidebar, go to:
   Purchase Experience > Case Studies

This section allows you to manage all case studies shown in proposals.
 

To add a new case study:

1. Click the ➕ Add testimonial button in the center of the screen.

2. Fill in the following fields:

   • Title – Name of the case study

   • Auto-Apply – Optionally enable automatic inclusion on systems

   • Order – Choose where it appears in the proposal

   • Message - Include the narrative from the customer.

   • Upload Photo – Upload visuals of the project

Editing Existing Case Studies

1. Locate the case study you wish to edit.

2. Click the Edit button next to it.

3. In the Edit Testimonial window, make any necessary changes to:

   • Title

   • Description

   • Images

   • Display settings

Viewing Case Studies in Proposals

Online Proposal

• Scroll to the bottom of the online proposal page.

• Click the “Case Studies” button to view them.

PDF Proposal

• Case studies also appear in the downloadable PDF version of the proposal.

• The layout and content are consistent with what is shown online.

For detailed steps on positioning case studies within proposals, see:
Customize My Proposal