Template Settings
Users can access and manage the new proposal template on the Proposal Phase in Settings.
Check out this quick demo video:
Access the New Proposal Template
To access a new proposal template click the gear icon to open your settings.
Click Proposal Phase on the left.
Here you will see a new tab for the Dynamic Proposal. Click on the New Templates tab.
Active Templates
EverBright Template: EverBright’s base Solar and Solar + Storage templates are available in all accounts. These templates are marked with an EverBright logo. These templates can’t be edited, but duplicate these templates to create a custom template.
Custom Templates: Users with Admin permission can create a new template and edit, delete, or duplicate existing custom templates templates.
Locked Templates: Locked templates are shared to you by an upstream organization. Users can preview locked templates but can not duplicate or edit shared templates. These templates are marked with a locked icon.
Edit the Unlocked Template
Click directly into a custom template to enter the builder.
Actions Menu
Use the template's Actions Menu to perform various actions.
Duplicate - create a custom template by making a copy of an existing template. Note: you will not have this option on locked/shared templates.
Set as Default - set the template as default for a Project Type. You can only have one Solar and Solar + Storage default set at a time.
Rename - change the name of a custom template
Recipients - Set the recipient for Refer a Friend option within the proposal
Share - share custom templates with your downstream partner. You can also deselect a partner from the list to un-share.
Set Inactive/Set Active - Setting a template inactive will remove the template as an available option for users to select in the Proposal Phase of a job. Set the template active to restore this option.
Delete - Delete a template will permanently remove a template from your list of template, both active and inactive.
Creating a New Template
Users with Admin permission can create a new proposal template by clicking the + Add Templates button. The New Template model will appear, and users can select a template to copy.
You can also duplicate an existing template (EverBright or custom only) to create a template.
More Proposal Training
Add Branding to the template using the new Branding tab in Organization Settings.
Customize the Template using new Sections and Modules in the Proposal Builder.
Start Using the New Proposal after adding branding and customizing your template.