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Hello and welcome to the Open Solar video on proposal templates. This video will cover how to edit your proposal template and how changes are reflected in both My Energy and PDF versions. Start in My Energy zone, where you can preview what the customer sees in the proposal. All sections can be changed and downloaded as PDF. You can reorder sections, toggle them on/off, and add custom content. To edit, go to the Control Zone, click on Proposal Templates under Sales and Marketing. If it's your first time, create a new template by clicking on the top right.
