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FAQs
FAQs
Curated collection of the most frequently asked questions. Find quick answers and insights, ensuring a smoother user experience and understanding of our platform's features and functionalities.
How to Create a Proposal
How do I view a proposal?
How to delete a proposal?
Can I change the address on the proposal?
I'm having issues when creating a proposal
How do I add a co-applicant/co-borrower in a proposal?
I'm having issues when putting co-applicant/co-borrower in proposals
I'm having issues with pricing/price corrections
I'm having issues with running credit applications
Proposal's savings numbers are too high or too low
I'm having issues when signing the documents with homeowner
I'm having issues when sending the install agreement
How do I schedule a site survey?
I'm having issues when adding files to plansets/permit
How do I add more files/photos to the customer?
I'm having issues uploading photos and/or files in the customer's info
Can I export Solar Proposals as PDF?
I need to trigger a change order. What are my steps?
I'm having issues inviting users
How can I change one of my user's email on Pipe?
No link after clicking “Reset password“
I was tagged multiple times in Pipe but I wasn't notified
I'm having issues when filtering a specific user in the Reporting tab
I'm having issues tagging users in activity log
Issues when creating a new panel/module
Add new feature/customization/integration services to the platform
Customer address isn't showing up
How do I cancel a deal?
How to Modify Consumption
Stage Alerts Merged Fields