Proposals for a project are filled in automatically from a Proposal Template. Aurora will provide you with a number of templates to start off with, and you can always create your own to better suit your clients.
Creating a proposal
- Navigate to the Documents section from the design sidebar and click New Proposal.
- Give your proposal a name, and select Aurora Sample Portrait Proposal and the financing you just created.
- Click Create.
As you scroll down your proposal you will notice that it automatically populate charts, tables, and 3D visualizations from the project you have just created.
Changing a proposal
Proposals are read-only, and to truly make changes to a proposal, you need to edit the Proposal Template that it was generated from and recreate your proposal. However, there are small customizations you can make to each proposal.
- Navigate to the 3D rendering on the second page and scroll on it to change the zoom of the image.
- Click and drag the 3D model to change the camera angle.
- Right click on the 3D model to view additional display options. Check Ground Plane to overlay the satellite imagery.
Exporting to PDF
Your browser can convert Aurora proposals to PDF through its print dialog.
- Click on the Print button in the top right corner.
- In the print dialog, choose 'Save as PDF' where it asks you to choose a printer.
Congratulations! You have just created a site design and sales proposal from scratch.
This series covered all of the steps for a basic design in Aurora. If you are an engineer or system designer, we recommend you visit our Engineering Training for further instruction.
If you are an account administrator, we recommend you visit Configuring Your Account to make available all the components and utility rates that you will use in your projects.
If you have questions, please email firstname.lastname@example.org with questions.