Adding Customised Messages/Terms for a Specific Project

OpenSolar offers a feature to add project-specific proposal content and terms that are designed for your customer to see. 

This project-specific content is entered within the project zone and will flow onto the myenergy proposal for the customer's eyes. 

Start on the project zone and scroll down to the section called "proposal". Click the edit icon on the far left side. You will now have 3 WSYWIGs (text editors) to write project-specific information. The first is a cover page message override (replaces your default cover message). The next two are contract terms and proposal content that relate only to this project. For more information on using WSYWIG text editors to the fullest, please read this article. 

Note that:

1. The project-specific proposal content is added to Generic Content Block 1 of new proposal templates by default (control zone > purchase experience > proposal template > edit > proposal settings/proposal content). You can also use this placeholder to choose where this content appears by clicking this icon in one of your proposal text editors (so if you want to add it to an existing template, simply select it from the placeholder list). 

For more information on using custom content blocks, see here

2. The project-specific contract terms are added at the end of new contract templates by default (control > purchase experience > contract template). Likewise, to add the project-specific terms to an existing template, select the placeholder below from the icon. 

Now, enjoy the freedom of having project-specific customer facing content!