Proposals & Documents

Sales Mode Overview

• Sales Quick Start Guide
• Now Available: New Sales Mode Updates
• Selling with Aurora: configuration checklist
• Learn Sales Mode - Video Series
• Sales Mode Overview
• Commercial Proposals in Sales Mode

See all 15 articles

Proposals

• How to Optimize Sales Mode Proposals for Third-Party Ownership (TPO)
• Applying for a Loan Through Our Financing Integrations
• Assessing Shading Threats in Sales Mode
• Generate and Send a Web Proposal or PDF in Sales Mode

Designing in Sales Mode

• AutoStringer in Sales Mode
• Live Panel Toggling
• How to: Place Modules in Sales Mode
• How to: Work with storage in Aurora
• How to: plan for fire pathways and setbacks
• How to: leverage an irradiance map

Sales Mode Customization

• Sales Mode: Proposal Templates Configuration
• Sales Mode Variables
• Reordering Sections in Sales Mode
• Managing Section Visibility in Sales Mode
• Creating Custom Sections
• Add sections to the Web Proposal

See all 7 articles

Contract Manager

• Contract Manager Configuration Guide