3rd Party Branded Proposals

If you are creating a system design for a third party company, SolarPlus enables you to add their branding to the proposal, either in addition to or instead of your own company’s branding. To set this up, follow these steps.

1. Admin menu > Create Supplier. Set supplier type as ‘Client’

2. Add their logo and contact details (please remove any spaces from the logo file name).

3. Customise proposal templates to include the supplier logo. You can do this yourself or request our team to do it. tag: [[supplier_logo]]

4. When creating a quote, select the supplier on the Quote Sidebar (click the briefcase to open).

5. Design system as per normal.

6. Select the appropriate customised 3rd Party proposal template.