Personalizing Templates

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September 28, 2018 MODsolar Support No comments exist

By default, your proposal’s template header contains information including your company name and logo, the customer’s name, address and contact information. You can change this to whatever you want by building a new template or by copying one of our built-in standard templates. Changing the Header for All Pages 1. Go to Settings. 2. Select…

September 28, 2018 MODsolar Support No comments exist

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 create a cover page: 1….

October 24, 2017 MODsolar Support No comments exist

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…

October 24, 2017 MODsolar Support No comments exist

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}…

October 23, 2017 MODsolar Support No comments exist

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 the same when used in a Cash…

October 23, 2017 MODsolar Support No comments exist

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 Proposal Templates….