EverBright Proposal Assistant Customization Services
At EverBright, we understand how important your brand is for building relationships with your customers. You can easily input your company’s unique brand identity into your EverBright custom solar proposal.
Need help? Schedule a session with an EverBright Proposal Assistant.
Our Proposal Assistants are a resource to every EverBright user. Our team is ready to help you put your best foot forward with your custom EverBright proposal! With your input and photos, EverBright Proposal Assistants are here to revitalize your proposal templates.
The Proposal Assistant will determine the scope, asset list, and timeline first. We will help you leverage the tools within EverBright to help tell your company’s story. Proposal Assistant will help you optimize your images for the web, PDFs, and print.
If you need assistance building a unique and compelling proposal, this is the option for you!
[Link to Proposal Customization form]
How does the Proposal Assistant custom solar proposal service work?
For the best assistance with your customization requests, please follow these steps:
Gather all marketing collateral: photos, logos, etc., and upload either zip folder to the Proposal Customization form or put them into a shareable Google Drive Folder.
Please also include a marked-up version of your existing EverBright proposal template, clearly indicating your requested changes.
Share this folder with support@goeverbright.com after filling out this form.
Within two business days of submitting a request, someone from our team will review and reach out to schedule a 15-20 minute meeting.
The 1:1 session with your Proposal Assistant will help you get time back in your day by answering all your questions and assist you in optimizing your custom solar proposal.
Ways to customize your solar proposal.
Put your brand front and center
A custom Cover Page makes a visually exciting sales presentation with dynamic content and a clear “Get Started” call to action. Clickable links on both the live and PDF version make it easy for a customer to take the next step. |  |
 | Formally introduce your company to potential customers with a custom About Us Page. Here, you can provide a brief background regarding your company’s history, your products and services, and the regions you service. It is also a great place to display how many customers have already taken advantage of your solar solutions and why they should go solar with you. Take this opportunity to show what makes your company unique. Maybe you specialize in off-grid systems, quick install turnaround time, maintenance, monitoring, best in class warranty - highlight this! |
2. Add testimonials and live links to your company’s “Latest News,” social media, and Google review pages.
To add a custom Testimonials Page, first, ask permission from your favorite customers to include a testimonial from them in your proposal. You can also include photos of a completed installation or a timeline graphic for reference. | |
A custom News and Social Media Page is an excellent opportunity to highlight your industry achievements and involvement. Clickable links on both the live and PDF version make it easy for a customer to follow your company on social media and to show potential customers that you're there to engage with them. |
3. Include several financing options.
Customizing your financing presentation with visual tools: graphs and tables will give the potential customer a detailed and accurate overview of their financing options. The customer can easily compare the selected financing options, which will aid their buying decision. Offering different financing options can help expand your market. Many financing options are available in EverBright, and optimal funding can vary widely with a homeowner’s situation. |
4. Request referrals
Adding a custom Refer a Friend Page is a great way to lower your customer acquisition cost. Adding a referral page to your solar proposal template makes referral requests routine. Collect, route, and customize referrals. Easily edit this page to route all referrals to a designated email address. Customize the page to include referral promotions, giveaways, and rewards. Get creative with the types of promotions you offer to build up your referral business. |
Our team is ready to help you put your best foot forward with your custom proposal! With your input, we're ready to revitalize your proposal templates so you and your team can close with more.