Install contracts (also known as agreements and HICs) are documents signed by the customer purchasing a solar system. Contracts are maintained by EPC organizations, and may vary based on state, financing method, or other considerations. For more information on how to update existing contracts or add new documents as an installer admin, see Managing Agreements.
Agreements are generated in the Contracting stage of the deal within Enerflo.
Note that a proposal must be finalized in order to generate an install contract. Once a proposal has been finalized, go to the Contracting stage and click Generate Contract.
When it has finished generating, it will open up to the signer information screen. If needed, edit the signer information or address, or add a cosigner or NEM signer here. Click Save Changes when the information is correct. If any changes have been made, the agreement will rebuild.
If there is a co-signer and/or NEM signer, ensure that each signer has a unique email address entered. Otherwise they will not receive a copy of the contract to sign, and it will not be possible to complete the contracting stage.
Why Information I Just Added Isn't Showing on the Contract
The install contract pulls data from the proposal that was finalized at the time the contract was generated — not from the deal in general. If you add or change a field (for example, a utility account number) after the proposal has already been finalized, that update will not carry over to the contract automatically.
To get a newly-added field onto the contract:
Unfinalize the proposal that's tied to this deal.
Update the field (e.g., utility account number).
Re-finalize the proposal.
Go to the Contracting stage and generate (or regenerate) the contract.
💡 Note: If the contract is already stuck without the info you need and you're not sure whether unfinalizing is safe, contact Enerflo Support before making changes on a deal with a signed agreement.
The agreement will now be visible. Click the dropdown that says "Master (All)" to see a list of documents included in the signing package.
Use the buttons on the bottom to edit signer info, rebuild the agreement after any changes have been made, or sign by email. If you have appropriate permissions, it is also possible to sign on device, upload signed documents, or remove the agreement altogether.
Understanding the Contracting Stage Buttons
Once an agreement has been generated, you'll see several buttons: Edit Signer Info, Rebuild, Sign by Email, Sign in Person (if permitted), Upload Signed Docs, and Remove Agreement.
Warning: "Remove Agreement" and "Rebuild" are not interchangeable.
Rebuild pulls updated information (address, signer info, pricing, etc.) into the existing agreement without affecting anything already signed or unfinalizing the proposal. Use this any time you've corrected details and need the contract to reflect them.
Remove Agreement is destructive. It voids all documents already signed on that agreement and unfinalizes the proposal, sending the deal backward. Only use this if you intend to start the contract completely over.
If you need to fix a detail — including a signer's name — use Edit Signer Info and Rebuild. Do not click Remove Agreement just to make a correction.
If you accidentally click Remove Agreement:
Re-finalize the proposal (contact Support/your admin if you can't do this yourself).
Return to Contracting and click Generate Contract again.
Update any incorrect signer info (see Editing the co-signer info on an agreement).
Have the customer re-sign — in person or via Sign by Email.
When the agreement has been signed by all parties, the Contracting stage will turn green and show "Contract Signed!" If there is a cosigner and/or NEM signer, this will not happen until they have signed as well as the primary signer.
Troubleshooting: "Internal Server Error" When Generating a Contract
If clicking Generate Contract returns an internal server error, check whether the deal has an assigned Sales Rep — contract generation can fail with a generic server error if this field is unassigned.
Go to the lead or deal details and confirm a Sales Rep is assigned.
If none is assigned, assign the correct sales rep.
Return to the Contracting stage and click Generate Contract again.
⬅️ Previous step: Finalizing a Proposal