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Documents: Templates and DocuSign

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  • Document Template Object Reference

    Some of the SolarNexus template variables described in the Available Variables list on the template editor screen are objects containing sub-properties.…
    • updated 10 mths ago
    • 12
    • Documents: Templates and DocuSign
  • Using DocuSign Integration x SolarNexus

    SolarNexus can integrate with your DocuSign account to help you easily acquire e-signatures from your customers for proposals, contracts, or any other documents you generate using Document Templates.…
    • updated 10 mths ago
    • 16
    • Documents: Templates and DocuSign
  • Evaluate / Prepare Contract Template for Production

    SolarNexus provides a very in-depth building improvement contract template called "SN_Dynamic_Contract" that is ready for use. It can dynamically incorporate a variety of services that you propose to…
    • 1 yr ago
    • 12
    • Documents: Templates and DocuSign
  • Evaluate / Prepare Sales Proposal for Production

    This activity to setup data for use in proposal documents as well as a guide to evaluate what you need for content in your sales proposals. SolarNexus will review this content with you when you start…
    • updated 10 mths ago
    • 9
    • Documents: Templates and DocuSign
  • Test Out Proposal Templates

    SolarNexus can generate just about any kind of document, but sales proposals are by far the most common. Using SolarNexus, you can design your own document template using any number of the almost 300…
    • 1 yr ago
    • 13
    • Documents: Templates and DocuSign
  • Brand and Graph Colors

    Where found? Administration menu > Document Templates > Edit Document Theme Accessibility? Users with administration permissions only. How used? Set the colors used in:…
    • updated 10 mths ago
    • 17
    • Documents: Templates and DocuSign
  • Document Templates

    Where found? Administration menu > Document Templates Accessibility? Users with administration permissions only. How used? You use document templates to generate all your proposals, contracts,…
    • updated 9 mths ago
    • 25
    • Documents: Templates and DocuSign
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Categories

  • Integrations & Partnerships
    • Partnerships
      • Align Solar Protection
  • SolarNexus
    • Contact Support
    • About SolarNexus
      • Update Notes
      • Application Overview
      • Tips and Tricks
    • Administration
      • Integrating SolarNexus with Other Applications
      • Incentives and Finance Programs
      • Documents: Templates and DocuSign
      • Shared Company Resources
      • Reporting
      • Project Data
      • Resources: Service Offerings, Pricing, & Solution
      • Resources: Products and Catalogs
      • Project Milestones and Workflow Management
      • Account and User Management
    • Working with Jobs (Projects) and Solutions
      • Managing Sold Projects
      • Energy and Financial Analysis
      • PV Systems, Energy Storage, and Efficiency Measure
      • Manage Sales Opportunities
      • Create and Manage Jobs (Projects and Work Orders)
    • SolarNexus FAQ
      • Misc
      • User Account Maintenance
      • Utility Bills
      • Managing Company Catalog
      • Managing Projects
      • Financial Analysis
      • PV System Design and Production Estimates
    • Video - Webinars and Tutorials
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Home

  • Integrations & Partnerships
    • Partnerships
      • Align Solar Protection
  • SolarNexus
    • Contact Support
    • About SolarNexus
      • Update Notes
      • Application Overview
      • Tips and Tricks
    • Administration
      • Integrating SolarNexus with Other Applications
      • Incentives and Finance Programs
      • Documents: Templates and DocuSign
      • Shared Company Resources
      • Reporting
      • Project Data
      • Resources: Service Offerings, Pricing, & Solution
      • Resources: Products and Catalogs
      • Project Milestones and Workflow Management
      • Account and User Management
    • Working with Jobs (Projects) and Solutions
      • Managing Sold Projects
      • Energy and Financial Analysis
      • PV Systems, Energy Storage, and Efficiency Measure
      • Manage Sales Opportunities
      • Create and Manage Jobs (Projects and Work Orders)
    • SolarNexus FAQ
      • Misc
      • User Account Maintenance
      • Utility Bills
      • Managing Company Catalog
      • Managing Projects
      • Financial Analysis
      • PV System Design and Production Estimates
    • Video - Webinars and Tutorials
View all topics