Where you specify general information about the proposal, by clicking any blue lettering on the right side of the window, you can access a pop-up window to edit the information.
- Proposal Information: You define general information about their Proposal, including the name, date, and notes.
- Customer information: where you define the sector (residential, commercial, municipal, non-profit), tax status (taxable or non-taxable), federal tax rate, state tax rate, discount rate (used to calculate Net Present Value), and electricity cost escalation rate.
Download Proposal Data: the 'Download' button inside the 'General Information' window allows you to download out different types of data on the open 'Proposal' into an Excel (.csv) formatted file. Download includes proposal inputs and calculated values as well as interval data from a customer's "Current Demand', 'Solar PV Power,' 'Battery Power,' and 'Net Demand.'