On top of adding metrics and charts, it's also now possible to add data tables to proposal templates. Now, it will be easier to ! Easily present Adders, Incentives, Batteries, and Energy Efficiency items in tabular form tables on proposals - with complete details and showing full details with only a couple of clicks!
How do I add a data table?
To add a data table to a proposal, you may follow these steps:
Duplicate the template you'd like Go to a proposal template that you wish to edit
Select the page where you'd like to add a data table (you can totally add a new page as well!)
Click Edit on the upper right side of the screen
Once the menu loads, click Insert > chose Data Tables > and then select the data table that you'd like to have on your proposal (options are: adders, incentives, batteries, EE items).
This will insert a dynamic table, on the template.
...
When the table is inserted on a page that repeats per quote, then the table is specific to the quote.
On the other hand, when When the table is inserted on a page that does not repeat per quote, then the table repeats for every quote, by repeating vertically
...