Welcome to the GreenSketch Tutorial Collection!
This guide takes you step by step — from account setup to solar project design, proposal generation, quoting, signing, ordering, and CRM.
💡 You can also watch our video tutorials on YouTube for a guided walkthrough.
👉 Recommended learning order: Account Setup → Project Design → Quote & Proposal → Homeowners E-Sign → Order → Settings → CRM
Part 1: Account Setup
Before creating your first project, make sure your account and display language are ready.
🔧 Steps to Complete:
💡 Completing account setup ensures your workspace is ready for smooth project creation.
Part 2: Project Design
Now let’s dive into the core of GreenSketch: solar project design.
🛠️ Design Steps:
💡 By the end of this stage, you’ll have a complete and professional solar system design.
Part 3: Quote & Proposal
Turn your design into professional proposals and provide clear quotes for your customers.
📑 Proposal Steps:
💡 Well-presented proposals — and easy sharing — increase customer trust and win rates.
Part 4: Homeowners E-Sign
Finalize the deal with a seamless e-signature process.
🖊️ Signing Step:
💡 With e-signatures, your customers can instantly confirm the deal online.
📌 Note: After a contract is signed, GreenSketch automatically notifies the installer. Email content can be customized in Settings → Email Templates.
Part 5: Order
Before submitting your first order, make sure you review vendor details and RFQ settings carefully.
📦 Order Steps:
💡 Efficient procurement helps you manage vendors and RFQs seamlessly, keeping your projects on track.
Part 6: Settings
Before moving forward, refine your Settings to ensure efficiency, accuracy, and a smooth customer experience.
⚙️ Settings Steps:
Senders (📌 Note: Your email authorization has expired due to password changes, inactivity, or security measures enforced by your email provider.)
Validity (📌 Note: This tutorial covers set validity per proposal and applies a default for all new proposals. Once expired, clients can view the proposal but cannot sign it.)
💡 Well-configured Settings reduce errors and make your workflow effortless.
Final Wrap-Up
By following these seven stages, you’ll be able to:
✅ Set up your company, purchase settings, and team
✅ Design complete solar systems with advanced tools
✅ Generate professional quotes and proposals
✅ Get contracts signed quickly
✅ Manage procurement and vendors seamlessly
✅ Configure company and communication settings
✅ Capture leads and grow your project pipeline