Background: The installer is having an issue when creating a new proposal template in the system.
As of November 15May 1st, EverBright will no longer be offering customization support for be removing the old Legacy proposal templates.
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Currently, there will be no updating of old legacy proposals.
The old Legacy templates will still be available until they are removed early next year. Support is encouraged to promote the new proposal when requests come in regarding the legacy proposal because config will no longer support customization requests on Legacy Proposals starting Nov. 15ththe Legacy proposal template will be completely removed and unavailable for use.
The new proposal template builder offers a simplified user interface, empowering installers to customize their templates. They will be able to edit their projects in the proposal. This should reduce the need for support.
If the installer is requesting assistance with updating or creating a new Legacy proposal, the agent should reply:
“Hello (installer name),
Due to the new Dynamic Proposal launch, we will no longer be doing configurations on legacy proposalsoffering the Legacy proposal template. It has been removed from the platform effective May 1st.
Thank you,
(Agent name)”The new proposal template builder offers a simplified user interface, empowering installers to customize their own templates. They will be able to edit their projects in the proposal. This should reduce the need for support
Org admins can learn how to set up the new proposal here.
They can watch the video on how to use the new proposal here.
If additional assistance is needed, refer the installer to their Account Manager.