Action bar on the Proposal tab
Type selector (top-left): switch between Document and Web proposal.
Version history icon: To check the if the proposal has been accepted or if the customer has submitted any revisions
Download icon: its for Document proposal only
Customise Proposal : Create a completely unique and custom proposal
Share Proposal: Share the proposal link with the customer or mail the customer directly.
1) Version history of Proposal
Under version history you have the following info
2) Customise Proposal
2a) The following will be the UI of customise proposal
On the left are the list of all the pages in the proposal
You can rearrange the list of the pages by dragging the page to the required place
You can hide or show a page by clicking on the "eye" icon next to the page.
On the right are the proposal properties
Language : Choose between English or spanish
Shade report toggle: Choose to show/hide the shading calculations page in the proposal
Proposal without financials toggle: Choose to show/hide the financial pages in the proposal
Proposal summary toggle: Choose to show/hide the proposal summary in the proposal
Data for 3D model: Choose to show/hide the generation numbers and financial values in the shared 3D model
Time considerations for shadow analysis: Define the start and end time for doing the shadow analysis and the shadow map images in the proposal.
2b) Change templates
Choose between premade templates by clicking on the "Change template on the top right of the screen
3) Share Proposal
Directly mail the proposal to the lead from with a prewritten mail template or copy the link to the proposal and share.
For document proposal you can download the PDF
FAQs
1) What’s the difference between Web and Document proposals?
Web is a shareable link (fast, always up-to-date). Document is a downloadable file (good for attachments).
2) Can I customize what the customer sees?
Yes. Click Customize to show/hide sections and tweak permitted fields. Options depend on your organization’s settings.
3) How do I get the numbers to match the proposal?
Adjust Pricing & Financing (and Battery, if needed). If the issue is consumption data, update Lead Summary → Consumption first.
4) Will my shared Web link update automatically?
Yes. When you change pricing or battery behavior and come back to Proposal, the customer will see the latest version when they reopen the link.
5) Where can I see older versions?
Use Version History to review or restore earlier versions (as permitted). A version of the proposal is saved post sharing the proposal
6) Can I use Proposal if I’m in Sales Mode / PM-SGY?
Proposal may be hidden in those modes. You can still adjust Battery and Pricing & Financing and coordinate sharing through your internal process.
7) Can multiple teammates work on a proposal?
Yes. Use Version History for accountability and rollbacks if needed.
8) The proposal looks fine, but the customer’s priority is backup hours. What should I do?
Set Battery behavior for backup, confirm pricing impact, then refresh Proposal so the story and numbers align.
9) What should I send if the customer wants both a link and a file?
Share the Web link for quick access and Download the Document for their records.