In OpenSolar, you can now customise the email message that your customer receives when you send them their solar proposal. This feature is excellent to personalise and tailor the proposal for each customer to enrich their digital solar experience.
If you hadn't already, you can create a standard default email message that sends to your customer with the proposal by following the instructions here.
However, to change this message for each proposal you send, please continue reading this article.
Navigate to the Online Proposal for the project. In the bottom right corner, you will see a button that is labeled
When you click this green button, you are prompted with a frame that allows you to customise the email message and subject that sends to your customer with their proposal.
By clicking customise, you can use the WSYWIG text editor as you normally would to add rich text, paragraph formatting, and placeholders to your message.
Once you are happy with the customised message/subject, click confirm and send proposal to deliver it directly to your customer's inbox!