Customer Proposal Customisation

This guide applies to easy-pv.ie and easy-pv.co.uk pro versions of Easy PV. The information provided here may not be accurate for easy-pv.com.

With Easy PV Pro, you are able to customise the proposal document that you send to your customers. This can help you align the proposal more with your branding and help you stand out! 

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What can I customise? 

You have the option to: 

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

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.

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Setting up 

To make these customisations, navigateNavigate 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. 

Colours 

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

You can precisely match this with your branding colours by typing in directly the RGB, HSL or HEX code, use the arrows to navigate between these options. 

Cover page 

Select whether you would like to include a custom cover page.page and whether you would like the customer name and address overlaid on your cover page and what colour you'd like this text to be. 

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: 

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.

You

Ifalso youhave arethe havingoption troubleto selectinguse youran image from youra uploads,URL. please

contact support on 

help@easy-pv.co.uk.  

Footer

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. 

Make sure the footer text does not overflow onto a second line when you generate the proposal or this will cause formatting errors. 

Contents page

In this section you can add a custom cover letter with a custom header and addcontents. This can be overridden on a per-project basis. 

You can also include an 'About us' section with aan optional 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:

Terms and conditions and scope of works 

Here you can input your terms and conditions.conditions

Scope of works 

Enter your usualand scope of worksworks. here.In each case you can use the options at the bottom of the text box to format the text: 

The

terms

Both andthese conditions, scope of works and cover letteroptions can all be customisedoverridden on a perproject by project basis. 

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EnsureIf you are not includinghave any specialadditional charactersquestions about the customisation options or yourare texthaving willissues notsetting formatyours correctlyup, whenplease youreach generateout theto customerour proposalsupport PDF.team at help@easy-pv.co.uk or help@easy-pv.ie!