Here's a step-by-step guide on how to create a proposal:
Complete Solar Design:
Begin by finalizing your solar design process. It's essential to have a complete design, as an incomplete one can hinder the proposal generation. For more information about this, check out Mastering the Pipe Solar Designing Tool: A Step-by-Step Guide.
Provide Consumption Data:
Input accurate energy consumption data. This data will help in formulating a comprehensive proposal, so ensure it's as accurate as possible.
Set Roles Appropriately:
Double-check the system to confirm that all roles are correctly assigned. For instance, make sure that individuals designated as the sales representative and setter have been assigned those roles in the system.
Generate Proposal:
Once the above steps are completed, proceed with generating the proposal.
Encounter an Issue?:
If you face challenges even after following these steps, reach out to our support team for further assistance and guidance.
Remember, a detailed and accurate proposal stems from having all the preliminary data and configurations in place.