Summary:
In OpenSolar, you can now customize the email message that your customer receives when you send them their solar proposal. This feature is excellent for personalizing and tailoring the proposal for each customer to enrich their digital solar experience.
Creating a default Email message:
In order to customize the proposal invitation subject and message, go to Control > Company > Settings.
From here expand the Email Settings section which will allow you to customize the subject and message:
Overriding default Email:
You also have the option of overriding this message for each proposal. To do so, the following steps can be taken:
- First, click on your project to open it.
- Select the "online proposal" section at the top.
- Click “Send Proposal To Customer” located at the bottom right corner of the page.
When you click this green button, a pop out will appear that shows the default email. You can click the "Customize" button which will allow you to change this information.
Once you are happy with the customized message/subject, click “Confirm And Send Proposal” to deliver it directly to your customer's inbox!
Comments
2 comments
The link for creating the default email message tutorial does not work. Has this been removed as I cannot find the option to create a default anywhere
Hi David,
This was corrected, appreciate you letting us know.
Best,
OpenSolar Team
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