Account configuration
Set up and customize your OpenSolar organization—from team roles and pricing to proposals, incentives, and system modeling—to match your business needs.
Business & Account Settings
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 proposal template
- How to modify your checkout experience
Pricing & Payment Settings
- How OpenSolar calculates financial savings
- How Dealer Fees are Include and Calculated for Financed Options
- How to add commission
- How to Add Pricing for Components
- How to configure pricing in OpenSolar
- How to create a cost scheme
Hardware & Design Settings
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