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This video tutorial is a guide on how to edit proposal templates in the Open Solar platform. Users can customize sections of the template, change their order, and add custom content. Changes made in the control zone are reflected in both the online preview and downloadable PDF versions of the proposal. To access and edit proposal templates, go to the My Energy zone, then click on the Proposal Templates under the sales and marketing section in the control zone. If it's your first time, you can create a new template by clicking on the top right corner.
