How to Edit the Annual Production Value in Your Proposals?

SubcontractorHub allows sales reps to edit the annual production value in a proposal, but only under specific conditions. This ensures that production estimates remain accurate and justifiable. To enable editing, your organization must turn on the “Allow Aurora Based Edit Production” setting, and a shade report must be uploaded to the proposal. Additionally, the new value must be lower than the original estimate. Follow the steps below to configure this setting and make edits where permitted.

How to turn on the Aurora-based edit production setting

Step 1: From the main menu, click your organization’s profile and select “Settings”. 

Step 2: Locate the “Design Tool Settings” section and click the edit icon in the right-hand corner. 

Step 3: Turn on the toggle next to “Allow Aurora-Based Edit Production”.

Step 4: Scroll up and click “Update”.

How to edit production value in proposals?

Step 1: Complete your design and open the attachment section of your proposal located in the list on the left.

Step 2: Click on "Add File".

Step 3: Select "Shade Report” under "Label". Click on "Upload a file."

Step 4: Click "Save".

Step 5: Return to your solar design. In the solar details section, hover your mouse over the annual production value to find the "Edit" button.

Step 6: Enter your updated annual production value and click “Save”.