How to Re-request Signature from Customers?

On OpenSolar, you have the option to request customers to Accept Proposal online (read more) and take digital signatures. Any subsequent generation of a Proposal PDF will carry the signature of the customer in it.

To re-request signature, you have to delete the completed transaction. To delete the transaction:

1. Go to individual Project Page
2. Find the Sales & Service Section and click the edit icon.
3. At the bottom of this section, under 'Transactions' you will see the original transaction and signature.
4. Delete the transaction that carries the signature. 
5. Now, they can accept the proposal again in MyEnergy and include a new signature.
   

   

Note: OpenSolar automatically removes the signature of the customer from any new PDF proposal generated if the system design, cost or components have been changed after the system was sold.