For an image to appear on a PV system proposal, you need to add it to your custom proposal template. Customized proposal templates are created on the Proposal Templates page in the Settings area. To add the image, insert a Rich Text Paragraph into the custom template by dragging the “Rich Text Paragraph” from the component library into the custom template. Next, select the insert image button in the left hand corner.

You will have the choice to select a previously uploaded image or to upload a new image. Note that your company will have its own image library comprised of all the images that your users have uploaded. To upload a new image, select the “Browse” button and choose a file. Then, select the image from your uploaded images list and click “Use”. The image will now appear in the Rich Text Paragraph box where you can re-size it. Make sure that you don’t delete an image from your image library, otherwise it will be deleted from your proposal template!

add images to your solar PV system sales proposal

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