GreenSketch

Manage your basic GreenSketch preferences in Default Settings.

Settings

Quickly find or upload products by using several methods.

How to add favourite products? Such as Panels, Inverters, Batteries, EV Chargers, Heat Pump and Electrics?

PRODUCTS>> My Materials

QUOTE>>Payment&Financing: Custom Financing

Set Up Payment Information for Quotes & Proposals

QUOTE>>Payment: How to Set Up Payment Information for Quotes & Proposals？

QUOTE>>Balance of System: How to Manage Balance of System (BOS) Items for Quotes？

QUOTE>>Additional Charges: How to Manage Additional Charges for Quotes？

How to Set Up Deposit for Quotes and Proposals

QUOTE>>Deposit: How to Set Up Deposit for Quotes and Proposals?

Payment, Balance of System, Additional Charges and Deposit.

QUOTE

Set Up Acceptance Confirmation for Proposals

PROPOSAL>>Acceptance Confirmation: How to Set Up Acceptance Confirmation for Proposals?

PROPOSAL>>Terms & Conditions: How to Set Up Terms & Conditions for Proposals?

PROPOSAL>>Email Templates: How to Customize Proposal Email Templates

PROPOSAL>>Validity: How to Set Proposal Validity Period?

Company Info, Acceptance Confirmation, Terms & Conditions, Cases, Email Templates, Validity.

PROPOSAL

How to invite Members and manage Roles in GreenSketch？

MEMBERS

Validity,SMS Template & Company info - YouTube

Enhance Your Proposals with Company Settings

COMPANY

Add your successful cases into proposals.

Cases

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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