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Customers and Proposals

  • How to Finance Proposals with Manual Entry
  • How to get the system loss values set by your finance partner for your design?
  • How to Qualify Your Customers for Financing
  • How to Request AI Designs
  • How to Share and Sign Contracts
  • How to Sign Contracts Through Finance Partner
  • How To Skip Roof Design
  • How to tag users in notes while creating a proposal?
  • How To Turn On Google Maps HD
  • How to Update Inverter Selection and Solar Details
  • How to Use Design Approval
  • How to Use SubcontractorHub’s Battery Algorithm
  • How to Use SubcontractorHub’s Perfect Packet
  • How to Use the Finance Decision Engine (Easy Mode)
  • How to Use the Review Proposals Feature?
  • How to Utilize SubcontractorHub's Consumption Profile
  • How to View Customer Savings History
  • How to View E-Sign Activities
  • How to View Public Proposals
  • How to View Stage History
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  • Design Tools
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