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Hello and welcome to the open solar video on proposal templates. This video covers how to edit your proposal template and see the changes reflected in both the My Energy and the PDF versions. You can change all sections in the proposal, download them as PDFs, change the order, and toggle them on or off. You can also add custom content. To edit, go to the Control Zone in My Energy, click on Proposal Templates under Sales and Marketing, and create a new template.
