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How do I customize my company's proposal templates?
How do I customize my company's proposal templates?
Proposal templates can be viewed and edited under MyProposal Settings.
You can view templates and also set a default. Templates are specific to the project combination supported - solar, storage, and energy efficiency.
To edit a template, click the thumbnail and then follow the instructions for editing MyProposal templates.
To add a new template, click + New Template on the upper right and select a template to copy. From here, you will be able to name and edit your new template.
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