Info
- Automatically email the proposal and contract to customer upon acceptance
- Download a Bill of Materials (BOM)
- How to Generate Documents in OpenSolar
- Generate a PV (Solar) Site Information Plan
- How to generate a Shade Report?
- Document Template: Energy Yield Report
- Attach PDF Documents to the Sales Proposal
- Summary of your Designed Systems
- Include Sales and Service Details
- Transactions & Requesting Payments
- Post-Sale Installation and Compliance Documents (Generating an Owner's Manual)
- Adding Customer Details to a Project
- Include Installation Details for a Project
- Include Sales & Marketing Details for a Project
- Include Site Details for a Project
- Post-Sale Installation and Compliance Documents
- Add Contacts to a Project
- Upload Files to a Project