Proposals Overview

HelioScope's Financials and Proposals beta is now open. You can quickly and easily create custom sales documents for customers straight from your HelioScope designs. Automatically pull in project details, financial metrics, and more in your custom documents. This article will help you get started using the new features.

1. Attend a Live Training Webinars

Sign up in the link below for the next scheduled live training webinar. The date and time details will also be in the link. Register for Proposals Webinar

2. How to Access the Financials and Proposals Interface

First, request access by emailing Once enabled, you can view Financials and Proposals go to

3. Watch Our Training Videos

This training video shows you all the steps to set up the Proposals, Financial assumptions, and Utility Rates in HelioScope. If you have any additional questions, feel free to email us at

To navigate to the relevant section of the following video, you can skip to a different section of the recording:

  1. (14:55) How to Edit Proposals
  2. (22:30) How to Create a Custom Utility Rate
  3. (33:30) How to Create a Financial Model
  4. (48:00) How to Create Incentives

4. Read our Step by Step Guide

Step by step guide: Generating a Proposal

Step-by-Step Guide: Customizing Utility Rates

Step by Step Guide: Create a Report Template

Step-by-Step Guide: Customizing Financial Incentives in HelioScope

Related Articles

1. Glossary of Auto-complete Smart Tags

2. How to upload a logo and change the color scheme

3. How to change the Currency and Locale of a Report

4. Financial Modeling Glossary.

Still need help? Contact Us Contact Us