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This video tutorial focuses on editing proposal templates in Open Solar. The changes made to the template are reflected in both the My Energy and PDF versions. The process involves going to the My Energy zone, where you can preview and customize sections of the proposal. You can change the order, toggle sections on/off, and add custom content. To edit the template, go to the Control zone, access the proposal templates under the Sales and Marketing section. If it's your first time, create a new template by clicking on the appropriate button.
