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.

Related Articles

You might also want to check out these related articles:

• What settings can I edit?
• What does the proposal look like?
• How do I create a proposal?