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Admin
- How to auto add adders based on roof type?
- How to set an auto trigger to convert a proposal to a project after a contract is signed?
- How to enable the PPW toggle for financing summary?
- How to add the Electrical Upgrade Included option to your adders?
- How to set escalation values for your proposals?
- How to set custom Dealer Fee ?
- How To Enable Manual Closed Won Document Signed Based On Role Permission
- How To Show The Parent Organization Name On Public Proposals
- How to enable and set the “Required Document to convert a proposal to a project” setting?
- How To Update Panel Selection
- How to set up lenders to finance with your own database?
- How to add and edit Proposal Stages?
- How to add inverters to your database?
- How to set market adjusters?
- Office Onboarding Process
- How To Enable Or Disable SubcontractorHub Design Tools
- CRM Integrations
- How to add new users?
- How to set up the Appointment Module?
- Add and manage new territories