Configure your account with company information, hardware, pricing, templates and more.
- How to Create a Queue of Projects
- How to enable Multi-factor Authentication (MFA) on OpenSolar Platform?
- 🎥 Custom Roles and Permissions
- How to set up your Company Information & Logo
- How to set up Team Members
- How to Customise Project Tags and Actions
Design and Hardware
- 🎥 Set up Components with a Periodic Cost
- How to create your own Custom Battery Control Schemes
- How to Scale System Performance
- How to Add/Update Inverters
- How to Add/Update Optimisers
- How to Add/Update Batteries
Pricing & Cost Information
- UK 0% VAT for ESMs 🇬🇧
- Detailed Pricing for Components
- Pricing & Costing CSV import/export
- How to set up Pricing Schemes
- What is Auto Apply?
- Email Credit Application to Customer (Integrated Finance)
- 🎥 Customise Quotation Table For a Specific Payment Option and Check Out Experience
- Manage Rate Changes with Integrated Finance
- Bulk Update Project (Beta) Functionality
- Include a dealer fee for financed options
- How to set up Staged Payments (payment milestones)
- How to apply contract automatically based on the payment option?
- Uploading a PDF for Contracts and Other Documents
- Customise My Proposal
- Create and Edit Proposal Templates
- Featured Figures in the Proposal
- Include Your Contract
- Lead Capture Form and Sales Territories
- How to model Self-Generation Incentive Program (SGIP) for Energy Storage?
- Understanding the Self-Generation Incentive Program (SGIP) for Energy Storage
- How Does OpenSolar Calculate Utility Bill Savings?
- How to use Shareable Proposal Links on OpenSolar
- Inflation Reduction Act - 2022