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
3 comments
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
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
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it takes them to the manufacturer's website/pdf on their site since there's a risk my pdf of their spec may be out of date but the one on the manufacturer's website is most probably the single source of information.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?
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