Dealing with documents implies making minor corrections to them daily. Sometimes, the job goes almost automatically, especially when it is part of your daily routine. However, in other instances, working with an uncommon document like a Solar Panel Installation Proposal Template may take precious working time just to carry out the research. To ensure every operation with your documents is effortless and swift, you should find an optimal editing solution for such tasks.
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In this video tutorial, you will learn how to edit your proposal template in Open Solar. You can customize and rearrange sections, toggle them on or off, and add your own content. The changes you make will be reflected in both the My Energy preview and the PDF version of the template. To edit your template, go to the Control Zone and select Proposal Templates under the Sales and Marketing section. If you are new to this section, you can create a new template by clicking on the top right corner.