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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 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.

Below is a refresher of what this will look like:

IMG1-Rich_Text_Paragraph

 

Next, select the desired data value, such as the lead name, from the list labeled "Insert Data Value".

Once you have the data value selected, click the "Insert data value" button directly to the right of the list.

Remember, that this will only insert the data value, so make sure you insert a text label such as "Client Phone:" to identify what the data value is.

IMG2-Insert_Data_Value1

 

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 – $!{installer.client.phone}
Email address – ${installer.client.email}
Web address – $!{installer.client.webAddress}
Logo (must be entered in the “Source” view) – <img src=””http://${request.serverName}:${request.serverPort}

${request.contextPath}/clients/logo/${installer.clientId}””/>

 

User (Client Rep)

First Name – ${user.firstName}
Last Name – ${user.lastName}
Office Phone – ${user.officePhone}
Cell Phone – $!{user.cellPhone}
Email address – ${user.email}

 

Lead (Consumer / Buyer)

Lead type (residential / commercial / municipal) – ${lead.leadTypeName}
First Name – ${lead.firstName}
Last Name – ${lead.lastName}
Business name (for commercial / municipal) – $!{lead.businessName}
Smart name (business name for commercial/municipal) – ${lead.name}
Address – ${lead.address}
City – ${lead.city}
State – ${lead.state}
Zip Code – ${lead.zipCode}
Phone – $!{lead.phone}
Cell Phone – $!{lead.cellPhone}
Email address – $!{lead.email}
Roof Type (asphalt, shingle, etc.) – ${lead.roofType.name().toLowerCase()}
Comments – $!{lead.comments}

 

Proposal (System Details)

Yearly usage (kWh) – ${proposal.yearlyUsage}
System size (DC kW) – ${proposal.systemSizeKW}
Total Shading-Adjusted Production (AC kWh) – ${proposalData.totalAdjustedProduction}
Mount type – ${misc.mountTypeName}
System derate factor – ${proposal.derateFactor}
Panel Count – ${proposal.panelCount}
Panel manufacturer – ${proposal.panelManufacturer}
Panel manufacturer + model – ${proposal.panelDisplayName}
Panel “size” (DC rating) – ${proposal.panelSize}
Panel efficiency rating – ${proposal.panelEfficiency}
Panel annual degradation – ${proposal.panelDegradation}
Inverter Count – $!{proposal.inverterCount}
Inverter manufacturer – $!{proposal.inverterManufacturer}
Inverter model – $!{proposal.inverterModel}
System size in panels – ${proposalData.systemSizePanels}
System lifetime – ${proposal.systemLifetime}
Aerial image (without panel or region
overlays, must be entered in the “Source” view) – “<img src=”${proposal.staticMapUrl}”/>
Proposal name (if entered by user) – $!{proposal.comments}
Between-panel spacing – ${proposal.betweenPanels}
Between-row spacing – ${proposal.betweenRows}
Percentage of annual usage replaced by solar – $math.roundTo(1,${math.mul($proposal.annualElectricityIncrease,100)})% / Decimal:${proposalData.percentReplacedBySolar}
Yearly electric bill (pre-solar) – ${proposalData.yearlyBillPreSolar}
Percentage of Your Electricity Replaced by Solar – $math.round(${proposalData.percentReplacedBySolar})%

 

Cost and Finance

Price per watt – ${proposal.pricePerWatt}
Cost of electricity (only if a non-Genability rate is used) – ${proposal.costOfElectricity}
Annual electricity increase – ${proposal.annualElectricityIncrease}
Total System Cost – $number.format(“###,###,###.000″, $math.roundTo(2, ${proposalData.totalSystemCost}))
Out of Pocket Cost – $number.format(“###,###,###.000″, $math.roundTo(2, ${proposalData.outOfPocketCosts}))
Federal Tax Credit – $number.format(“###,###,###.000″, $math.roundTo(2, $math.mul($math.sub(${proposalData.totalSystemCost},
$math.sub(${proposalData.totalSystemCost},$math.add(${proposalData.outOfPocketCosts},$math.mul(${proposalData.totalSystemCost},0.30)))),0.30)))
Total System Cost Added to a Number (Replace X with a Number) – $number.format(“###,###,###.000″,${math.roundTo(2,$math.add(${proposalData.totalSystemCost},X))})
Lifetime Pre-Solar Utility Cost – $$number.format(“###,###,###.000″, $math.roundTo(2, ${misc.lifetimePreSolarUtilityCost}))
Lifetime Post-Solar Utility Cost – $$number.format(“###,###,###.000″, $math.roundTo(2, ${misc.lifetimePostSolarUtilityCost}))
Lifetime Solar System Cost (Cash) – $$number.format(“###,###,###.000″, $math.roundTo(2, ${misc.lifetimeSolarSystemCostCash}))
Lifetime Solar System Cost (Lease) – $$number.format(“###,###,###.000″, $math.roundTo(2, ${misc.lifetimeSolarSystemCostLease}))
Lifetime Solar System Cost (Loan) – $$number.format(“###,###,###.000″, $math.roundTo(2, ${misc.lifetimeSolarSystemCostLoan}))
Lifetime Solar System Cost (PPA) – $$number.format(“###,###,###.000″, $math.roundTo(2, ${misc.lifetimeSolarSystemCostPPA}))
Average Utility Cost Per KWh – $$math.roundTo(3, ${misc.lifetimeAverageUtilityCostPerKWh}) / kWh
Cost of solar-generated electricity (Cash) – $$math.roundTo(3, ${misc.lifetimeAverageSolarCostPerKWhCash}) / kWh
Cost of solar-generated electricity (Lease) – $$math.roundTo(3, ${misc.lifetimeAverageSolarCostPerKWhLease}) / kWh
Cost of solar-generated electricity (Loan) – $$math.roundTo(3, ${misc.lifetimeAverageSolarCostPerKWhLoan}) / kWh
Cost of solar-generated electricity (PPA) – $$math.roundTo(3, ${misc.lifetimeAverageSolarCostPerKWhPPA}) / kWh

 

Additional Tags

System Size Multipled to a Number (Replace X with a Number) – $number.format(“###,###,###.000″,${math.roundTo(2,$math.mul(${proposal.systemSizeKW},X))})

Total Shading-Adjusted Production (AC kWh) (correct format, with comma/s) – $number.format(“###,###,###.000″, $math.roundTo(2, ${proposalData.totalAdjustedProduction})) kWh

Read about Rich Text Component here.

Category: Personalizing Templates