Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

When an installation or financing agreement is e-signed outside of Sighten or if it is wet-signed, it will need to be uploaded to the associated quote tile on the Quote quote page. Use the following steps once you are in the correct project:job.

Go Navigate to the Quote quote page by clicking on the "$quote" icon on the upper right project navigation barin your toolbar.

Image RemovedQuote Page Icon In ToolbarImage Added

Then, scroll down to the quote tile(s).  Ensure Ensure that you are selecting the matching quote tile - you can do this by matching the number on the quote tile with the number in the quote table.

Image RemovedMatching Quote to Proposal TileImage Added

Then, on the quote tile, press the upload button, which will then prompt you to select your contract / agreement.  Once

Quote Tile Upload IconImage Added

Once you've selected it and pressed "OK" Ok, you've completed the upload!Image Removed

Related articles

You might also want to check out these related topics: