| Info |
|---|
The new proposal is still in beta and only available to select EverBright partners. |
Users can access and manage the new proposal template on the Proposal Phase in Settings.
Check out this quick demo video:
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
|
Access the New Proposal Template
To access a new proposal template click the gear icon to open your settings.
...
Here you will see a new tab for the Dynamic Proposal. Click on the Dynamic Template New Templates tab.
...
Active
...
Templates
...
Locked Templates: The Standard Dynamic Proposal template is locked for all downstream organizations. Users can preview locked templates but can not edit or make changes.
Unlocked EverBright Template: EverBright’s base Solar and Solar + Storage templates are available in all accounts. These templates are marked with an EverBright logo. These templates can’t be edited, but duplicate these templates to create a custom template.
Custom Templates: Users with Admin permission can create a new template and edit, delete, or duplicate existing custom templates templates.
Locked Templates: Locked templates are shared to you by an upstream organization. Users can preview locked templates but can not edit or make changes. These templates are marked with a locked icon.
Edit the Unlocked Template
Click directly into an (unlocked) a custom template to enter the builder.
...
Actions Menu
Use the template's Actions Menu to perform various actions. Users can Rename the template, set it as Inactive (or Activate it if inactive), or Delete it.
...
...
Duplicate - create a custom template by making a copy of an existing template. Note: you will not have this option on locked/shared templates.
Set as Default - set the template as default for a Project Type. You can only have one Solar and Solar + Storage default set at a time.
Rename - change the name of a custom template
Recipients - Set the recipient for Refer a Friend option within the proposal
Share - share custom templates with your downstream partner. You can also deselect a partner from the list to un-share.
Set Inactive/Set Active - Setting a template inactive will remove the template as an available option for users to select in the Proposal Phase of a job. Set the template active to restore this option.
Delete - Delete a template will permanently remove a template from your list of template, both active and inactive.
Creating a New Template
Users with Admin permission can create a new proposal template by clicking the + Add Templates button. The New Template model will appear, and users can select a template to copy.
You can also duplicate an existing template (EverBright or custom only) to create a template.
...
More Proposal Training
Add Branding to the template using the new Branding tab in Organization Settings.
...