Include Your Contract

This article is in the Control zone of the App.  

You can include your company's contract within OpenSolar to be displayed and available for signature once a customer accepts your proposal. Within OpenSolar, you can create a default Contract template that is applied to all projects, or create multiple that you can apply on a per-project basis.

To create a new Contract template, first go to the Control Zone > Purchase Experience, and select Contract Template. From here, you can edit existing contract templates, or add a new one by selecting 'Create Contract Template'.

Give your contract a title, choose to set it as your default template by selecting 'auto-apply', give an internal description, and be sure to read OpenSolar's legal disclaimer. After you've done this, you can start adding in your contract information.

There are 2 formats of contract templates:

1. Text Editor 

OpenSolar has created an example of a Text Editor contract that you can edit completely.

Using our WYSIWYG editor, you can add rich detail to this contract including:

• Paragraph formatting
• Numbers or bullets
• Placeholders that pull project-specific information
• Images
• Tables, links, lines, and page breaks

2. PDF Drag & Drop

You can upload a PDF copy of your contract after choosing a sample project by filling out the Project, System Design, and Payment Options fields.

After loading your PDF contract, click on load sample data, and the placeholders that you can use for your contract will populate in the left part of your screen. 

Ensure you save your progress!

Once a customer has selected the "Accept Proposal" button on the Online proposal page, they will be able to see your contract under "Terms & Conditions". They can then accept the proposal and contract with an electronic signature, which will save to your individual project page.

To select a different contract template from your default for a specific proposal, go to the individual project page. Scroll down till you see the "Proposal" section. Edit this section, and select the contract template you would like to use. Ensure you save.

Please note that OpenSolar also has an integration with DocuSign to make it as easy as possible to set up your contract. Please refer to this article for more information.