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  1. OpenSolar
  2. 4. MyEnergy (legacy)
  3. Sending Your Proposal to Customers

Sending Your Proposal to Customers

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How to share your custom built proposal with customers as both an interactive page and a PDF.

  • How to Set Up the Meeting Scheduling Tool (OpenSolar 1.0)
  • Customising the Email Subject/Message with your Proposal (OpenSolar 1.0)
  • How to Re-request Signature from Customers? (OpenSolar 1.0)
  • Send an Interactive Proposal (OpenSolar 1.0)
  • Setting a Standard Email Subject and Message for your Proposal (OpenSolar 1.0)
  • Tracking Customer Activity (OpenSolar 1.0)
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