How to Send Contracts from the Proposal
- Tiffany Harper (Unlicensed)
- Rafael Gonzalez
Background: This process will help to instruct the Sales Representatives or Installers on being able to complete the HO Credit Application and send the contract without leaving the Proposal
This feature allows installers to quickly switch between multiple proposals.
While presenting a proposal to a homeowner, installers will be able to click a button and easily select a different proposal to show an alternative option to the homeowner.
To improve the workflow and streamline the onboarding of new customers, EverBright has made it easier for installers to conduct more tasks while staying in the proposal. Now, they can:
Conduct homeowner qualifications and
Send contracts for signature, all in the same place.
Refer to the installers Step-By-Step Guide:
