Editable Proposals

Designing & Editing Your Proposal Templates

• Default Proposal Template Sections & How to Customize Them
• How to Save a New Proposal Template
• Selecting Loan Options & Settings on Proposals
• How to Update an Existing Template
• How to Hide Sections From Showing on a Digital Proposal
• How to Show or Hide Sections From Showing on a Proposal PDF

See all 7 articles

Editing Proposals On The Spot

• Requesting Documents
• Adding & Removing Panels
• Adjusting Equipment
• Uploading a Utility Bill
• Adjusting Escalation Rate
• Adding & Removing Adders

See all 7 articles

Creating & Sending Proposals

• Lead to Proposal Workflow
• Choosing a Custom Utility Rate
• Downloading a Proposal

Electronic Signing

• Setting Up Your SignNow Integration
• SignNow Overview
• SignNow: Preparing Documents & Templates for Sales Reps
• SignNow: Manually Adding a Custom Field to Your Document
• SignNow: Sending Documents for Signature
• SignNow: Email Notifications & Tracking Document Statuses

Design & Proposal Tool FAQs

• When is a new proposal created versus updated?
• Can I copy and paste an address in when I'm creating a lead?