After you create a quote and proposal is successfully created (instructions on how to create a quote can be found here), and you're ready to send a contract, you may now head to the Contract phase.
Once on the contract phase, the down/up arrows as well as adding a quote is needed before proceeding to the next steps.
After adding a quote, the Send E-Sign button below will turn blue, which means they've been activated:
should be activated. Here's how it would look like on the platform:
Clicking Send E-Sign will email the contract to the homeowner via DocuSign (note that this depends on how workflows are configured, but the order will be shown on the Recipients table). In the example we have, only one recipient is required to sign, which is the homeowner.
Once Send E-Sign has been clicked, a green pop-up "Contract Sent" notification will appear the contract status will change to Sent for Signatures from Not Started and "Send E-Sign" will change to "Resend E-Sign":
Resend E-Sign can be clicked to generate a new contract that's emailed to the homeowner via DocuSign.After the contract has been signed by the homeowner and received by DocuSign, "Resend E-Sign" will change to "Jump to Milestones" and the project is then moved into the ops pipeline:
.
What if I the Send E-Sign button is grayed out?
In some cases, a Blocked status appears on the Contract Status. You can click on this Blocked text to know the next best step to take to proceed with sending the contract.
In this case, it states that the contract is Blocked because there is no phone number indicated for the Site Owner (can be edited on the Organization settings), and there is also no user assigned to the Contract Phase (user assignment per phase can be changed on the Pipeline, under Ownership). The Send E-Sign button will be activated once these changes are made.
Once the two needed changes are made, the Send E-Sign button will automatically be active.
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