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
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 email@example.com.
To navigate to the relevant section of the following video, you can skip to a different section of the recording:
- (14:55) How to Edit Proposals
- (22:30) How to Create a Custom Utility Rate
- (33:30) How to Create a Financial Model
- (48:00) How to Create Incentives