Requesting a Proposal

Where can I view all my proposals for a specific customer?

Your customer’s proposals can be viewed in the customer information page, via the Solar Proposals tab. In the customer page sidebar, click the sun icon to navigate to this tab: 

SolarProposalsTab

Within the Solar Proposals tab, you’ll be able to open any proposal sent for that customer: 

Solar_OpenProposal

SolarTab_OpenProp_GIF


Watch How to Open the Proposal