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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.…
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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.…
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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…
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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…
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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…
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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:…
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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,…