Preview the proposal
Review the branded PDF and proposal terms.
Home / Features / Fixed-Version Solar Proposal Sharing
Available in the web platformA customer should receive the version that was reviewed, even if the draft changes later.
Sales & proposals
Company sales teams sharing a reviewed solar proposal.
Available to SSAI administrators and company-scoped client sales or company-administrator users. Proposal access remains restricted to the user’s company.
Preview and export a branded PDF, or publish a frozen web version with a revocable share link. Later draft edits do not change the shared version; web links expire after 90 days.
Review the branded PDF and proposal terms.
Create a frozen web publication with its share link.
Revoke access when needed or allow the link to expire.
Illustrated workflow. These cards explain the process; they are not screenshots of a customer project.
Frozen publications preserve the input version behind the shared proposal. Revocable links give the company control over subsequent web access while keeping draft work separate.
A sales user publishes a reviewed proposal, then develops another draft. The first customer link continues to display the originally published version.
Web proposal links expire after 90 days. Later draft edits do not change a frozen publication.
Review your company’s proposal terms before sharing. Revocation cannot recall a file already downloaded.
Bring your current workflow and the handoff that needs attention. We can discuss the available feature, appropriate access and relevant survey services.
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