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After you create a quote (instructions on how to create a quote can be found here) and apply for credit and receive credit approval (if applicable), the down/up arrows as well as the "Send E-sign" link below will turn blue, which means they've been activated.



Clicking "Send E-Sign" will email the contract to the homeowner via DocuSign. Once "Send E-Sign" has been clicked, a green pop-up "Contract Sent" notification will appear 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, the "Resend E-Sign" will change to "Jump to Milestones" and the project is moved to the Ops pipeline.


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