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Sending Documents with Contract Manager

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Aurora Solar
  • Updated

In this article we will cover the basic steps to sending documents in Sales Mode with Contract Manager

 

Accessing Contract Manager

From the Project Dashboard, click on Sales Mode in the top right corner to enter Sales Mode.

open sales mode.png

 

In Sales Mode, click the menu icon in the top left corner, then click Agreements.

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agreements.png

 

Sending Agreements

To send Agreement to send for signature, use the dropdown menu and select from a preconfigured document template. These templates are configured ahead of time by your account admin.

 

Select agreement.png

Click Select and then confirm the contact information for those who should receive the agreement and the locale for the agreement.

Confirm documents to include in the agreement, such as equipment spec sheets or the PDF proposal.

On the following page, preview your agreement. If everything looks correct, click the Send for Signature button in the bottom right corner. If there are any mistakes, return to sales mode to update the system details, price, financing, or anything that seems out of place.
preview and send for signature.png
To learn more, read the Contract Manager Configuration Guide.

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