How to Request Test Documents

In order to verify the information is as expected within your documents, you can request test documents from the example proposal in MissionControl.

1. Click Example Proposal in the bottom right hand corner of MissionControl:This will open the example proposal.
   
2. Navigate to the sidebar of the proposal and click Customer Page. This will redirect you to the customer page where you will set yourself as the sales rep and the homeowner.
   1. Note: If you don’t see the customer page as an option in the sidebar, please reach out to support@gosolo.io and we can add it for you!
3. To set yourself as the sales rep, select your user from this dropdown:
   
4. To set yourself as the homeowner, change the email address here:
   1. Enter the email address that should receive the test documents. Typically, this will be the same email address that you use to log in to Solo.
   
   
5. Click Save. You can now click Back in your browser to return to the proposal.
   
6. Before requesting documents, ensure that the settings on the proposal are as expected.
   1. If you have any formula fields within your documents or are looking for specific equipment, please select these options within the proposal before requesting docs.
7. Once the proposal looks as expected, navigate to the sidebar and click Request Docs.