Digital document signing streamlines your paperwork process. Getting these settings right means faster turnaround on contracts, fewer errors, and a more professional experience for your customers.

Click “Sign Now” in the proposal header.​

The Perfect Packet Checklist will open. Check if all required items are added. Click on the box to mark as done. Then click on the “Next” button. Note:After the contract is signed and the proposal converts into a project, all perfect packet information and attachments can be found in the project’s “Perfect Packets” tab.​

Click on the “Sign Via Docusign” button.

Click on the “Open” button to sign the documents in the next tab, or copy the URL.

Direct the first signer to sign the document and click on the “Finish” button. After the first sign is completed, the document will be forwarded to the next signer until all signs are complete. After that, the proposal will convert into a project. Option 2

Click “Sign Now” in the proposal header.

The Perfect Packet Checklist will open. Check if all required items are added. Click on the box to mark as done. Then click on the “Next” button.

Click on the “Send Via Docusign” icon. The document will be sent to the signer.

Click on the “Open” button to open the envelope in another tab, or copy the URL.

Once the envelope is opened, click on the “Send” button. The documents will be sent via email to all added signers.

Direct the first signer to sign the document and click on the “Finish” button. After the first sign is completed, the document will be forwarded to the next signer until all signs are complete. After that, the proposal will convert into a project. Note:For organizations financing via SolarQuote, the utility bill upload is a mandatory step in the perfect packet checklist.

💡 A contractor uses grouped checkboxes in their contract template so customers can select which add-ons they want with simple check marks — making the signing process quick and error-free.