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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
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
View all topics
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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
