Dublate Proposal Template

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Megan O'Brien

• 31 mei 2022 00:31

Hello!

Is there a way to quickly duplicate a proposal template?

Megan

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  OpenSolar Support

  • 31 mei 2022 01:20

  Hi Megan, if you go to Control > Purchase Experience > Proposal Template there is a duplicate proposal button which you can select. 

  

  Hope this helps!

  Hersha 

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  Megan O'Brien

  • 31 mei 2022 20:43

  Thank you, my user doesn't have access to duplicate, thus the confusions.

  I also have anyone question; I have 2 other companies that want to you our proposal template for their groups. Is there a way to share it?

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  OpenSolar Support

  • 1 juni 2022 00:50

  Hi Megan, okay we are glad you got that figured out. You would need to be an admin to duplicate and edit proposal templates.

  There is no way to share templates between different accounts unfortunately. The best method would be copy/pasting information across.

  Thanks

  Christian

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  Megan O'Brien

  • 29 juli 2022 20:22

  Thank you for all the help answering my questions.

  Is there a way to delete a proposal?

  Thanks,

  Megan

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  OpenSolar Support

  • 1 december 2022 15:44

  Hi Megan,

   

  You can always delete a project by going to the info tab of the project and scrolling all the way to the end. You will see a button to the delete project at the end of the page.

   

  I hope this helps!

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