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you hello and welcome to the open solar video on proposal templates this video will cover how to edit your proposal template as well as going through how the changes are reflected in both the my energy and the PDF versions of the template to get started but starting here in my energy zone which is the third zone from the left on the bottom toolbar this is a preview of what the customer can see in the proposal all of these sections you see here can be changed and you can also download all of these as a PDF you can change the order of each of these sections and toggle them on or off as well as being able to add in your own custom content Ill be showing you how to edit this which is in the control zone once you go to the control zone go on the left hand sidebar and underneath the sales and marketing section click on the proposal templates if its your first time visiting this section it will be blank if no proposal templates so far you can create one by going to the top right and clickin
