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Matt from Energy Toolbase explains how to add a document to your proposal. After setting the rate tariff, installing the PV system, and modeling transactions, it's time to incorporate a polished, professional document that serves both as an analytical and sales tool. Users have two options for adding documents: "User Defined Documents," which includes custom documents created collaboratively with account or onboarding managers, and the "ETB Document Gallery," featuring a variety of branded stock transactions. Users can search this database, replicate documents, and customize them to align with their presentation style and company branding.