Generating Project Files

You can generate project documents (e.g. proposal, contract, energy report) via the API. Supported formats include PDF, DOCX, and CSV depending on document type.

Endpoints

Endpoint	Description
POST /api/orgs/:org_id/projects/:project_id/generate_document/:document_type/	Generate document (recommended)
POST /api/orgs/:org_id/projects/:project_id/generate_document_pdf/:document_type/	Generate PDF (legacy)
POST /api/orgs/:org_id/projects/:project_id/generate_document_docx/:document_type/	Generate DOCX

Query parameters

Parameter	Description
file_format	Output format: pdf or csv. Optional; default depends on document type.
document_template_id	The ID of the custom document template to use (optional). Can be found in Control -> Other -> Document Templates.
system_uuid	Which system to use (optional).
payment_option_id	Which payment option to use (optional).
language	Language code, e.g. en (optional).
file_tags	Tags to apply to the generated file when saved (optional).
action	Set to save to save the generated file as a private file (optional).
temporary	Whether the file is temporary (optional).

Document types

PDF document types

Document Type	Description
proposal	Sales proposal (with contract section)
proposal_only	Sales proposal only
contract	Contract document (with proposal)
contract_only	Contract document only
owners_manual	Owner's manual
installation_instructions	Installation instructions
energy_yield_report	Energy yield report
shade_report	Shade report
structural_report_mcs	MCS structural report
pv_site_plan	PV site plan
system_image_only	System image
system_performance_image_only	System performance image
ironridge_bom	IronRidge bill of materials
global_bom	Global bill of materials
change_order	Change order document
generic_document	Generic document
financials_report	Financials report
greenlancer_project_summary	Greenlancer project summary
lightreach_sales_design_details	Lightreach sales design details

CSV document types

Document Type	Description
system_performance_8760	System performance (8760 hourly)
bill_calculations_csv	Bill calculations
financials_report	Financials in CSV format

note

The default format for most document types is PDF. For system_performance_8760, bill_calculations_csv, and financials_report, the default can be CSV. Use file_format to request PDF or CSV where both are supported.

Typical flow

1. Authenticate — Obtain an OpenSolar API bearer token (see Getting Bearer Tokens).
2. Call the endpoint — POST to generate_document/{document_type}/ with the desired org_id, project_id, document_type, and any required or optional query parameters.
3. Use the result — The response may be a URL, file content, or task reference. Some flows save the generated file as a private file (e.g. with action=save) and return a private file URL; you can then manage it via the Private Files API.

Examples

Generate proposal PDF

Request

curl "https://api.opensolar.com/api/orgs/:org_id/projects/:project_id/generate_document/proposal/?file_format=pdf&system_uuid=abc-123&payment_option_id=789&language=en"
-H "Authorization: Bearer <token>"
-H "Content-Type: application/json"
--request POST

Generate contract PDF

Request

curl "https://api.opensolar.com/api/orgs/:org_id/projects/:project_id/generate_document/contract/?file_format=pdf&system_uuid=abc-123&payment_option_id=789"
-H "Authorization: Bearer <token>"
--request POST

Generate and save as private file

Request

curl "https://api.opensolar.com/api/orgs/:org_id/projects/:project_id/generate_document_pdf/proposal/?action=save&system_uuid=abc-123&payment_option_id=789"
-H "Authorization: Bearer <token>"
--request POST

When the endpoint is called with action=save, the response includes a reference to the created private file. Use GET /api/orgs/:org_id/private_files/:id/ to retrieve or download it. See Private Files for more details.

Generate DOCX contract

Request

curl "https://api.opensolar.com/api/orgs/:org_id/projects/:project_id/generate_document_docx/contract/?system_uuid=abc-123&payment_option_id=789"
-H "Authorization: Bearer <token>"
--request POST

Generate custom document template

note

The document_template_id can be found in the OpenSolar app under Control -> Other -> Document Templates.

Request

curl "https://api.opensolar.com/api/orgs/:org_id/projects/:project_id/generate_document/generic_document/?document_template_id=123&language=en_US&system_uuid=1AB6B232-885E-4B44-BB16-DB95E961EA0C&payment_option_id=123"
-H "Authorization: Bearer <token>"
-H "Content-Type: application/json"
--request POST