Why This Matters
The “Enable Solar New Proposal Flow” and “Enable Roof New Proposal Flow” settings control whether the updated customer creation and proposal wizard flows are enabled for Solar and Roof.
When either setting is enabled at the parent organization level, the corresponding setting is also synchronized as enabled by default for the organization’s child offices. This helps keep the proposal flow configuration consistent across connected offices.
Follow the steps below to manage these settings.
What You'll Need
Admin access to the parent organization
Access to Proposal Settings
One or more associated child offices when using the synchronization behavior
Step-by-Step Instructions
Step 1: Go to “Settings.”
Step 2: Click “Proposal Settings.”
Step 3: Click the “Edit” icon.
Step 4: Toggle on “Enable Solar New Proposal Flow” and/or “Enable Roof New Proposal Flow,” depending on the proposal flows you want to enable.
Note: When either setting is enabled at the parent organization level, the corresponding setting is synchronized as enabled by default for all associated child offices.
Step 5: Click “Update” to save the changes.
Real-World Example
💡 A parent organization manages several offices that create Solar proposals. An administrator enables “Enable Solar New Proposal Flow” at the parent organization level. The setting is then synchronized as enabled by default for the associated child offices, helping those offices use the same Solar proposal flow.
Pro Tips
Enable only the applicable flow: Solar and Roof are controlled separately, so select the setting that applies to your organization’s proposal workflow.
Configure from the parent organization: Enable the applicable setting at the parent level when the same proposal flow should be synchronized to associated child offices.
Save your changes: Click “Update” after changing either toggle so the configuration is applied.
Troubleshooting
Problem | Solution |
The Solar or Roof proposal flow is not enabled. | Go to “Proposal Settings,” click “Edit” and confirm that the applicable new proposal flow toggle is turned on. |
A child office does not show the expected proposal flow setting. | Confirm that the corresponding setting is enabled and saved at the parent organization level. |
Changes are not reflected after editing the settings. | Confirm that you clicked “Update” after changing the toggles. |
Only one proposal flow is enabled. | Review both “Enable Solar New Proposal Flow” and “Enable Roof New Proposal Flow.” Each setting is controlled separately. |