The Proposal tab is the customer-facing document — a polished, multi-page presentation of the system, production, savings, and financials, built automatically from everything you entered on the other tabs. This is what you review and present to the customer.
The Proposal tab — the customer-facing proposal document, with page navigation and Presentation mode.
The proposal is a branded, multi-page document (use the numbered page navigation at the top to move between pages). It opens with the cover — the Freedom Power branding, the home, and the Proposal For summary (customer, address, utility, and system) — followed by the system, production, savings, and financial pages. The – / + controls zoom and the expand icon goes full screen.
The Presentation toggle (top-right) opens a clean, full-screen view designed for sitting with the customer. The Offset Only toggle simplifies the view to focus on the system's energy offset.
Use the Proposal button (top-right of the viewer) to download or print the document to share with the customer.
Open a proposal and select the Proposal tab. See Proposal Builder > Overview for the other tabs.