To send documents through our proposal tool follow these steps:
1. On the proposal tool scroll to the 'Send for Signature' section and click the 'Request for Signature' button on the top right hand corner of that section.
2. Click on the Filter Documents dropdown and select 'All Documents' to see all of the documents in the SignNow folder that can be used including Created documents.
NOTE: For privacy reasons when you select 'All Documents' from the Filter Documents dropdown it will only display documents where you are the lead owner.
You will not be able to see other sales reps' contracts that have been sent (i.e. in Pending, Fulfilled or Completed status). If the email address you sent the document to is different than the email address that you entered into the Lead Details the documents will also not show up here.
3. Click the documents folder and the document you'd like to send to the homeowner. To select a document, click the plus (+) icon next to the document you want to send.
TIP: If you click the plus icon (+) on multiple document rows and rename the merged file, the selected documents will be merged into a single file. This is useful for creating a consolidated package, however it is important to note that it can only be done with documents and not templates.
4. After selecting the document(s), click the 'Prepare' button in the bottom right corner.
5. The email address you entered into the lead details (i.e.- the homeowners email address) will automatically auto-populate here.
IMPORTANT: The ' Pre-Fill Document with solar project values' will be automatically selected. To ensure the homeowners details automatically populate on to the contract its important to leave this check-marked.
6. Click 'Send Signature Request' to send it out. Once set you will get a notification on the bottom left hand side of the screen saying it was sent successfully.
To learn more about the email notifications that the recipient receives and how to track the status of documents that were send click here.