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Hello and welcome to the Open Solar video on proposal templates. This tutorial will cover how to edit your proposal template and view changes in both the My Energy and PDF versions. Start in the My Energy Zone, where you can customize sections and download as a PDF. You can change section order, toggle them on/off, and add custom content. To edit, go to the Control Zone, click on Proposal Templates under Sales and Marketing in the left sidebar. If there are no templates, create one by clicking at the top right.
