How to set up DocuSign on OpenSolar

This article is located in the Control zone of the App

OpenSolar has created an integration with one of the leading e-signature softwares: DocuSign.

This article will take you through how to set this up in your account.

Note: The best way to test this integration is to set-up a free trial account here. You’ll get 30 days of free envelopes under that account.

How to enable/connect DocuSign on OpenSolar

 1. Go to Control> Integrations > Integration & Services > Connect your DocuSign account

2. Sign in to your DocuSign account and accept permissions 

3. Your DocuSign account will now be connected. Switch on the toggle "Use DocuSign for contracts"

4. Go to Control> purchase experience > contract template > edit/create a contract template and click the DocuSign drop-down within the text editor:

5. Select the DocuSign placeholders from the drop-down shown above, and style it as you wish in your contract. For example, see below.

6. Your "accept proposal" dialogue will now be changed to include DocuSign for your customer

7. By clicking this button they will be taken to DocuSign where they will then review and enter their details within DocuSign

8. After the contract is signed, they will be redirected back to OpenSolar where they can pay the deposit on the proposal (if one is set).

You can also set Knowledge Based Authentication (KBA) (US Only) or SMS authentication for your customers if you wish by using the toggles in the area where you switched on the DocuSign integration.

🇺🇸 CALIFORNIA USERS:

For solar installers operating in California, presenting the California Solar Consumer Protection Guide and the Solar System Supporting Information Document before a contract is signed is a strict regulatory requirement for interconnection. These documents ensure homeowners are protected from misleading sales tactics and clearly understand the long-term financial impact of their solar investment.

To make compliance effortless, OpenSolar’s DocuSign integration allows you to automatically include these mandatory consumer protection templates directly within your DocuSign envelope. By simply configuring your OpenSolar contract templates, you ensure a compliant, all-in-one signing experience for your customers without disrupting your sales workflow.

Configuring Consumer Protection Guides in Your Template

1. Navigate to your contract templates by going to Control > Purchase Experience > Contract Template (or access it directly via this link).

2. Create a New contract template or click the Edit (pencil) icon next to an existing one.

3. Scroll down to the Integration dropdown and ensure that DocuSign is selected.

4. Just below this, locate the DocuSign Settings section and toggle on Enable DocuSign Countersigner.

5. Find the Consumer Protection Guide Templates section (e.g., California Consumer Protection Guide Templates) and click the Manage Templates button.

6. A pop-up window will appear presenting forms for the specific consumer protection documents. Populate these fields with the required company and licensing information.

   • Note: The inputs you add to these forms will be universally applied to the generated DocuSign envelope for any project utilizing this contract template.
     

7. Once the forms are completely filled out, click Save within the pop-up window.

8. Finally, ensure you click Save on the main contract template page to lock in your changes.

The Customer Experience

Once this setup is complete and the template is applied to a project, the signing process remains effortless for your customer. When they proceed to sign the contract online, they will automatically be presented with the mandatory consumer protection templates in addition to the primary contract document, all seamlessly bundled within the same DocuSign envelope.