Account configuration
Configure your organization, team, hardware and settings.
Business & Account Settings
- How to Add or Update Business Information
- How to Enable Beta Features on OpenSolar
- How to enable two factor authentication for your organization
- How to send proposal invites from personal email server
- How to Set Up the Meeting Scheduling Tool
- PROfile - Setup Guide
Team & Permissions
Project & Workflow Settings
Proposal & Document Settings
- How to add or edit documents to OpenSolar
- How to configure your HTML contract in OpenSolar
- How to create a PDF contract in OpenSolar
- How to create case studies to show in your proposal
- How to create your scroll proposal
- How to create your swipe proposal
Pricing & Payment Settings
- How to configure pricing in OpenSolar
- How Dealer Fees are Include and Calculated for Financed Options
- How OpenSolar calculates financial savings
- How to add commission
- How to Add Pricing for Components
- How to configure a loan payment option
Hardware & Design Settings
- How to add your hardware components
- How to adjust your simulation settings
- How to create and apply a battery control scheme
- How to create and apply your setbacks template
- how to import/export price and hardware information
- How to model battery and inverter end-of-life (EOL) and replacement costs
Energy & Utility Settings
Incentives & Lead Generation Form
- How to configure the AI Lead Generation
- How to Use the Incentive Expiration Date
- How to Set Up the Solar Victoria Battery Loan?
- How to Set Up Solar Victoria Hot Water Rebate?
- How to set up Solar Victoria Home Rebate and Interest Free Loan?
- How to Set Up the PowerPair and Power Manager Battery Control Incentives in OpenSolar