How to add a new Document Template?

Step 1: Locate “Database” on the main menu.

Step 2: Navigate to “Documents”. 

Step 3: Select “Document Templates”. Click “Add” on the top right corner.

Step 4: Select the document type.

Note: For proposals based in California, sales reps can now add a CPCU template to the database. CPCU guides can be added to document templates, and are added based on the utility. 

Step 5: Add the name, Template ID, and State and fill up the necessary fields on the page.

Note: You can select multiple states for a single document template.

Step 6: Scroll down and select your Finance Type.

Step 7: Click “Save” to save your document template.

Note: When you select the document type as “IC/InterConnection”, you will need to fill out the details of the utility and set the system size condition for the document template.

Note: You can select multiple job types for a template from the “Job Types” dropdown.