Navigating & Sharing Proposals
Learn how to navigate and personalize your OpenSolar proposals, understand financial savings and energy flow charts, customize customer-facing content, set up meeting scheduling, and download the final PDF.
- Change the Language of your Proposal
- Customize Scroll Proposals with Live Preview
- Featured Figures in the Proposal
- How OpenSolar calculates financial savings
- How the daily energy flow chart works
- How to customize the email subject/message your customer will receive
- How to download select systems in the PDF proposal
- How to Handle Expired Proposals
- How to Set Up the Meeting Scheduling Tool
- Navigating the proposal
- Showing Battery Pricing as a Line Item on Proposals