Select Proposal and Preset Templates (OpenSolar 1.0)

This article is in the individual Projects section of OpenSolar. Once you've navigated to the Projects page, click the specific project you would like to edit. 

Proposal

The Proposal section on the project page allows you to set various details for each project. From here you can change the proposal templates, case studies, project presets and cover message.

Similarly, you can do this for the other details of the project such as the Payment Options, Case Studies and Presets. 
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, scroll down and click on the pencil icon in the top right hand corner to begin editing.

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.