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Hello and welcome to the Open Solar video on proposal templates. This video will cover how to edit your proposal template and how changes are reflected in both My Energy and PDF versions. Start in My Energy zone to view the customer preview of the proposal, where you can customize sections and download as a PDF. In the Control Zone, under Sales and Marketing, click Proposal Templates to edit and customize your template. Create a new template by clicking on the top right if it's your first time.
