How to Generate a Proposal as a Contract
For sending a proposal as a contract, first , navigate to the Project's Finance page
Publish the desired Proposal Contract
Next , make sure that Contract Generation feature (as below) for your account is activated and if not , please ask our Customer Success Team to activate the same.
Go back to the Quote on the Project page & click the Contract Icon.Wait for the "Proposal successfully sync'd as contract" confirmation & then click ok.
Select the desired Quote ID & click on the 3 dots and click on "Send for Signing".
Input your customers name & email ID & click submit.The proposal will then be sent to your customer's email ID for DocuSign.
Here is a short reference video.
Related Articles
Describe Proposal Solar Distribution Graph
Proposed solar distribution in solar design refers to the planned allocation and placement of solar panels and their energy output within a solar power system. This includes how the generated solar energy will be used, stored, or exported. Key ...How to run Shade Simulation and generate a Shade report
Rohit Maurya 4 months ago Updated FollowNot yet followed by anyone Click “Shading” at the top of the design page at any time to run a shading analysis for any drawn PV array. Make sure all obstacles and trees are included to get an accurate shading ...Step by Step Guide for Designing & Pricing a Solar PV System
Rohit Maurya 4 months ago Updated FollowNot yet followed by anyone Here is an overview of the Design process: Steps for Designing & Pricing a Proposal Draw Roof Draw Obstacles Draw Trees Around the Roof Run Shade Simulation Add Panels Inverter Sizing ...Step by Step Guide for Designing & Pricing a Solar PV System (in Google Maps)
Rohit Maurya 3 months ago Updated FollowNot yet followed by anyone Here is an overview of the design process in Google maps Steps for Designing & Pricing a Proposal Draw Roof Draw Obstacles Draw Trees Around the Roof Run Shade Simulation Add Panels ...Enact's Comprehensive Onboarding Package: A Guide for New Customers (Google Solar)
Rohit Maurya 21 days ago Updated FollowNot yet followed by anyone Introduction Welcome to Enact! We're thrilled to have you on board as our newest customer. This onboarding package is designed to help you get started smoothly and make the most out of ...