Proposals

New Aurora: Sales Mode

• Sales Mode Overview
• Add pages to the Web Proposal
• Sales Mode Customization
• Selecting an Overview Page Background Image
• Editing Disclaimers in Sales Mode
• Adding pages to Sales Mode

Proposal Templates (Legacy Aurora)

• Proposal Overview
• Placeholders
• Tables and Charts
• Images and Logos
• Adding Financings to a Proposal Template
• How to Add Multiple Financial Options in One Proposal

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Generating Proposals (Legacy Aurora)

• How to download the System Summary in Sales Mode (New Aurora)
• How to save proposal as a PDF document
• Why is my proposal not printing out background colors properly?
• How to Hide and Unhide Proposal Pages

Other Documents (Legacy Aurora)

• Single Line Diagram
• What is Green Button interval data?
• Generating Bankable Shade Reports
• How can I use Green Button data in Aurora?
• Creating a Bill of Materials