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CREATING A PROPOSAL

Creating a new lead 1. In the My Leads page, select the New Lead button.   2. In the Enter Name/Address/Usage page, select the lead type (Residential/Commercial/Municipal).   3. Enter in the customer’s information such as the name, address and contact details. The final proposal will be sent to the ...

Category: Proposal Creation

INSERTING DATA VALUES AND RICH TEXT DATA TAGS

INSERTING DATA VALUES Automatically include standard information by simply adding data fields to your solar proposal template through the Rich Text Paragraph. For a data value to appear on your proposal, you need to add it to your custom solar proposal template. Customized proposal templates are ...

Category: Personalizing Templates

USER ROLES

These are the different user roles and what they can access and do in the MODsolar Platform: Administrator Can create, edit, clone and download all proposals created by them, assigned to them and by other users including Supervisors and other Administrators. Can assign leads to other users ...

Category: Account Administration

UPGRADING YOUR ACCOUNT

You can upgrade your subscription and increase the user limit in your account by doing the steps below: 1. Go to Settings. 2. Select My Account. 3. Click the Upgrade My License button.   MODsolar Support will be notified of your request and will get back to you to discuss the upgrade. To check our ...

Category: Account Administration

UPDATING YOUR PROFILE

You can update your profile information by going to the My Profile tab at top right of the page.   Fill in your details such as your name, phone number and email address.   The information you set here will appear at the bottom of your proposals.   You can also change your password anytime in this ...

Category: Account Administration

RICH TEXT DATA TAGS

Client (Installer) Company name – ${installer.client.name} Address line 1 – $!{installer.client.addressLine1} Address line 2 – $!{installer.client.addressLine2} City – $!{installer.client.city} State – $!{installer.client.state} Zip Code – $!{installer.client.zipCode} Phone – ...

Category: Personalizing Templates

ADDING A COVER PAGE

Give your proposals more detail by adding a cover page. You can display anything like your company logo, images about solar installation or your sales representative's information. To create a cover page, you need first to know how to personalize a proposal template. Here are the steps on how to ...

Category: Personalizing Templates

PERSONALIZING A PROPOSAL TEMPLATE

You can personalize your proposal templates to match your preferred design. You can add images, resize or rearrange the components or change the labels in the components. The components that you can use in a template may be finance option-specific or not. For example, the Aerial Image component is ...

Category: Personalizing Templates

RICH TEXT COMPONENT

The Rich Text Paragraph is a proposal template component that allows you to insert texts, images, tables and data tags to your proposals. You can use this to create cover pages or change your template headers and footers.  To add this component, follow the steps below: 1. Go to Settings. 2. Go to ...

Category: Personalizing Templates

ACCESSING THE PLATFORM

We are temporarily experiencing a login issue in the platform. Please follow the instructions below on how to log in using specific web browsers: Google Chrome The workaround is currently not working with Chrome. Please use other browsers like Firefox, Microsoft Edge or Safari.   Mozilla Firefox 1. ...

Category: User Guides