Proposals & Documents
Sales Mode
Getting Started
- Sales Quick Start Guide
- Selling with Aurora: configuration checklist
- Sales Mode Overview
- Now Available: New Sales Mode Updates
- A sales reps' guide to selling with Aurora
- Learn Sales Mode - Video Series
Site Modeling in Sales Mode
Designing in Sales Mode
- Starting a New Design in Sales Mode
- How to: Place Modules in Sales Mode
- Adding Modules in Sales Mode
- Adding Ground Mounts in Sales Mode
- AutoStringer in Sales Mode
- Live Panel Toggling
Proposals & Web Proposal
- Generate and Send a Web Proposal or PDF in Sales Mode
- How to Compare Financing Options in Sales Mode & The Web Proposal
- Applying for a Loan Through Our Financing Integrations
- How to Optimize Sales Mode Proposals for Third-Party Ownership (TPO)
- Commercial Proposals in Sales Mode
- Add Notes and Attachments in Sales Mode
Proposal Customization
- Sales Mode: Proposal Templates Configuration
- Sales Mode Variables
- Creating Custom Sections
- Add sections to the Web Proposal
- Reordering Sections in Sales Mode
- Managing Section Visibility in Sales Mode