After creating you create a quote (instructions on how to create a quote can be found here) and, if applicable, applying apply for credit and receiving receive credit approval, the down and up arrows , and as well as the "Send E-sign" link below will be solid blue and clickableturn blue, which means they've been activated.
Clicking "Send E-Sign" will send email the contract to the homeowner via DocuSign. Once "Send E-Sign" has been clicked, a green pop-up reading "Contract Sent" notification will appear and the "Send E-Sign" will change to "Resend E-Sign."
"Resend E-Sign" can be clicked to generate a new contract to be sent that's emailed to the homeowner via DocuSign. After the contract has been signed by the homeowner and received by DocuSign, the "Resend E-Sign" will change to "Jump to Milestones" and the job project is moved to the Ops Pipelinepipeline.
