With OpenSolar, you can create and manage proposal templates at an organisation level. These templates can be reused across projects to maintain consistent branding, proposal structure, and customer experience.

This article explains how to create and configure a Swipe Proposal template.

Navigate to Proposal Templates

1. From the left-hand menu, go to Control
2. Under Purchase Experience, select Proposal Template

You’ll see all available templates under My Proposal Templates List.

Create a New Template

1. Click + Proposal Template
2. Select Swipe Proposal

In the Create Proposal Template modal:

• Enter a Title for the template
• Optionally configure:
  • Is Default → sets this as the default proposal template for your organisation
  • Archive → hides the template without deleting it

3. Click Save

Your template will now appear in the proposal templates list.

Edit and Configure the Template

Click the edit icon next to your template to open the configuration screen.

General Settings

You can configure:

Load Sample Project Data

To preview and configure proposal content with real project data:

1. Use the Pick a project to load sample data field
2. Select a project from the dropdown

Once selected, the template preview and proposal content areas will populate using that project’s data.

💡 Tip:
Using sample data helps validate featured figures, graphs, and disclaimers before using the template in live projects.

Proposal Content

Expand the Proposal Content section to configure proposal-specific content and settings.

Template Library Card Image

Upload an image to display on the template card inside the Template Library.

This helps distinguish templates when selecting proposals inside projects.

Featured Figures

Choose up to four Featured Figures to display within the proposal.

Examples may include:

• PV System Size
• Utility Savings
• Total System Price
• Net Payment Amount

These figures appear throughout supported proposal experiences.

Disclaimers

Configure proposal disclaimers for areas such as:

• System Hardware Components
• System Performance
• Bill Savings
• Financial metrics

These disclaimers are applied to proposals generated from the template.

Advanced Settings

Expand the Advanced Settings section to configure additional proposal behaviour.

Available settings may include:

• Proposal checkout settings
• Customer messaging
• Bill savings chart behaviour
• Financial impact chart settings

⚠️ Note:
Available settings may vary depending on enabled features and proposal configuration.

Save the Template

Once all changes are complete, click Save.

Your Swipe Proposal template is now available for use across projects.