Proposals & Documents

Reports, Exports, and Diagrams

• Hourly Production Data Export- in New Aurora
• How to export DXF files

Proposals

• Live Class - Winning Proposals Webinar
• How to download the System Summary in Sales Mode (New Aurora)

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 save proposal as a PDF document
• Why is my proposal not printing out background colors properly?
• How to Hide and Unhide Proposal Pages