This article is in the Projects > Info section of the App.
You are able to attach documents, such as specification sheets or brochures, to both the Online Proposal and PDF sales proposal using the following steps:
- Navigate to the top right corner of the Info page and click on the upload file button.
- Upload the files that you wish to attach.
- Add the appropriate File Tag from the dropdown box. If you want to insert this file into the sales proposal, choose either "sales proposal - equipment documentation" or "sales proposal - extra file"
-
Click the
button
From this same section, you are able to attach other files such as utility bills, site images, marketing material, etc.
Comments
6 comments
Does anyone know if there's a requirement to do this individually for all components we add to the control panel or should this not be done automatically by the manufacturer?
e.g. pls see 15:51 of this video on the AFSIA YouTube channel. The Jinko component not only has a spec, but it even has a video that the manufacturer has added. I assume when the user clicks "details", it takes them to the manufacturer's website/pdf on their site since there's a risk my pdf of their spec may be out of date but the one on the manufacturer's website is most probably the single source of information.
What do people think?
Hi Tosin,
Thanks for reaching out.
What you're referring to - component tiles with marketing content (e.g. spec sheet, product details, product images) - are partner exhibits, and they are only available if the manufacturer is a partner of OpenSolar. When you select an exhibited module, the marketing content will be automatically attached to the proposals.
At the moment, Jinko is the only manufacturing partner in Africa.
Hope this clarifies. Otherwise, feel free to reach out to our support team via this link.
Cheers,
Sam
Hi, we have followed the instructions about attaching files to the PDF proposal however, it's not coming through on the online proposal. Could you explain how we do this please? Thanks Lauren
this article was very helpful, but do we have to add these documents manually for every project? Is there any way to save the equipment document globally and use it in all proposals?
Also Lauren Williams, it doesn't come up in the online proposal but you can insert a link to it if you host the PDF on a separate website
What I did was add the pdf as a public file in OpenSolar, then embed it as an object using HTML in the part of the proposal I wanted it to display in, this will only work for inline viewing, you still need to upload to every project for PDF proposals.
For example:
In the System Quotation part of the Proposal Template, click the <> just above the top right corner of that content box to access code view, and add the link as below, obviously substituting YourFileName for the file you have uploaded...
<p>
<object data="https://opensolar-public-production.s3.amazonaws.com/media/public/YouFileName.pdf" width="100%" height="1103px"></object>
</p>
Also, just in case you don't know, public files can be added via the link at the bottom of the "Other" menu on the Control page.
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