This article is in the Projects section of the App.
First you will need to navigate to the Project Page for the Project you will be editing.
The Project Page can be accessed by clicking on a project from the Project zone or you will be taken there when you create a new project.
This page allows you to edit various details of the project and you can also send out invitations for the customer to view the MyEnergy page for the designs you’ve created
The Proposal section on the project page allows you to set various details for each project. From here you can change the proposal template, payment options, case studies, proposal message and the project configuration.
If you have created a proposal template within Control and set it to be the default, then that will be automatically selected. If you wish to choose a different proposal template, simply click on the section and choose the template from the drop-down.To change any of these details, first scroll down and click on the pencil icon in the top right hand corner to begin editing.
Similarly, you can do this for the other details of the project such as the Payment Options, Case Studies and Project Configuration.
The Proposal Message section allows you to edit the message which will appear with the interactive MyEnergy proposal.
If you do not enter anything into this, then it will simply use the default message.
When you have finished making changes to this section, ensure that you click the button.