Organization of a Proposal Document

Be sure to select a Document that is set up with a ‘Dynamic’ number of Meters, like the ‘ETB Legacy – PV only’ Document.

Using the ‘ETB Legacy – PV only’ Document, the Project Summary page shows the financial summary for all Meters listed in the proposal combined. Then we cycle through and show the ‘PV Summary’, ‘Utility Rates’ and avoided costs section for each Meter individually. Then the cash flow section is shown once, which displays the combined avoided cost savings for all meters listed in the proposal.