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Customers and Proposals

  • Adjust Adders On Your Proposal
  • Change Your Proposal Stages
  • How Can I Edit an Existing Proposal?
  • How Does Proposal Download Work?
  • How to Activate Auto Add with Zipcodes
  • How to add appliances via the Appliance Calculator in your Battery proposal?
  • How to Add Battery Margin
  • How to Add Discounts and Cashback
  • How to Add HOA Information to Proposals
  • How to Add Non-System Add-Ons?
  • How to Add Obstructions to AI-Assisted Designs
  • How to Adjust Panel Orientation in the AI-Assisted Design Tool
  • How to Adjust Utility Bill Owner Information
  • How to assign sales engine users to customers?
  • How to Create a Change Order Proposal
  • How to Delete Facets in the AI-Assisted Design Tool
  • How to Design Flat Roof and Ground Mount Solar Layouts with the AI-Assisted Design Tool
  • How to Design with the Manual SubcontractorHub Tool
  • How to Edit the Annual Production Value in Your Proposals?
  • How to enable and use Energy Insight?
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