This article is in the Control section of the App.
Once you are in the Control section of OpenSolar, click on the Manage button underneath Organisation details.
This will take you to where you can edit the information about your organisation including the address, phone number, email and website. It is important to fill out these details correctly as they will be used in proposals.
After these have been filled out, you can edit the About Content section which is what will be displayed on proposals starting from the second page.
This uses a text-editor.
Beneath this you will be able to set-up your standard Terms and Conditions by using a text-editor.
This content will appear at the end of every proposal. You also have the option to create Supplementary Terms and Conditions which are applied directly to specific payment options.
After this, you are able to insert your company’s logo which will appear in the header of each page in the proposal. To do this you can either drag and drop the image or you can click on the grey rectangle and select an image from your documents.
From here you can also customise the colours that appear on the MyEnergy proposal by clicking on the Highlight Colour section and then choosing a colour from the sliders or simply entering in the hex colour code.
Next you will have the ability to customise the subject and message of the email which you send out to your customer when you present their interactive proposal to them.
Simply fill out these fields.
Finally, you will be able to enter in any private exhibitor codes for any of the equipment that you use. These would be obtained directly from the exhibitors.
Ensure that you press the button when you have finished editing this.