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  1. Aurora Solar Help Center
  2. Proposals & Documents

Proposals & Documents

Sales Mode

Getting Started

  • Sales Quick Start Guide
  • Selling with Aurora: configuration checklist
  • Sales Mode Overview
  • Sales Mode Update: Project Details & Home Electrification Pages
  • Now Available: New Sales Mode Updates
  • A sales reps' guide to selling with Aurora
See all 8 articles

Site Modeling in Sales Mode

  • Site modeling in Sales Mode: Overview
  • Creating a site model using Aurora AI in Sales Mode
  • Requesting a 3D site model using Expert Design Services 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
See all 12 articles

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
See all 7 articles

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
See all 8 articles

Contract Manager (Docusign)

  • Docusign merge fields and formula fields
  • Transitioning to the new Contract Manager with Docusign
  • Setting up Contract Manager with Docusign
  • Sending Agreements with Docusign
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