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This Open Solar video tutorial explains how to edit proposal templates and view changes in both the My Energy and PDF versions. It begins by highlighting the My Energy zone, which shows a customer-facing preview of the proposal. Users can modify sections, change their order, toggle visibility, and add custom content. To edit, navigate to the Control Zone, then open the left sidebar and select Proposal Templates under Sales and Marketing. If it's the first visit to this section and no templates exist, users can create a new one by clicking on the top right. The video aims to guide users through the customization process effectively.