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This video tutorial focuses on editing proposal templates in Open Solar. It explains how changes to the template are reflected in both the My Energy and PDF versions. The video shows how to edit the template in the control zone, allowing users to customize sections, change their order, and add custom content. To get started, access the My Energy zone and navigate to the proposal templates in the control zone sidebar 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.
