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The video tutorial discusses how to edit proposal templates in Open Solar, demonstrating how changes are reflected in both the My Energy and PDF versions. In My Energy Zone, you can preview what customers see in the proposal and customize sections, download them as PDFs, reorder sections, toggle them on/off, and add custom content. In the Control Zone, navigate to the left sidebar, click on Proposal Templates under Sales and Marketing. If it's your first time, create a new template by clicking on the top right corner.
