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Customer Proposal Customisation

With Easy PV Pro, you are able to customise the proposal document that you send to your customers. You have the option to: 

  • Add a custom cover page
  • Customise colours to match your brand
  • Add an 'About us' section to the contents page
  • Configure a branded page footer to appear on all pages of the proposal document with your logo and company information
  • Add your terms and conditions
  • Add other important information about your services and the scope of work. This can be overwritten on a project-by-project basis.

If you want further customisation of the proposal or want us to create a document entirely to your own specification, please contact us about our Enterprise package on help@easy-pv.co.uk.

To make these customisations, navigate to Pro account setting > Proposal. There will also be an Uploads section in your Pro account settings where you can manage all the images you upload. 

image.png

Colours 

Select the colour you would like headers to appear in the proposal document. 

Cover page 

Select whether you would like to include a custom cover page. 

If you don't already have a preferred way of making a cover page, you might find Canva useful. We have created a template with some additional instructions that you can use to create your own cover page design in Canva. When you are finished, click Share, then download, change the file type to PNG or JPG and download.

Here is an example of a custom cover page for our fictional SUNMAX company: 

Customer proposal (20)-images-0.jpg

Once you have your custom cover page, either add it in the Uploads tab or in the cover page section click Select from uploaded images > Add images. After uploading you will be able to select your cover page. 

If you are having trouble selecting your image from your uploads, please contact support on help@easy-pv.co.uk.  

In your custom footer you can input a phone number, address and website. You can also select the footer background and text colour and upload a logo. 

Contents page

In this section you can add a custom cover letter and add an 'About us' section with a custom image. The 'About us' section should be a short description, make sure it does not overflow onto the next page of the proposal. 

Here is an example of the footer and contents page customistations:
image.png

Terms and conditions 

Here you can input your terms and conditions. 

Scope of works 

Enter your usual scope of works here. 

The terms and conditions, scope of works and cover letter can all be customised on a per project basis.

Ensure you are not including any special characters or your text will not format correctly when you generate the customer proposal PDF. 

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