Sales Process 2 - Sending Signing + Change Orders

Sales Process 2 - Sending Signing + Change Orders

HDM Sales - Sending Signing and Change Orders

View the video or read the article below



Send Electronically

Send Agreement

After you Request a New PPA and submit the customer and deal information you can find your new customer under Quotes/Active Quotes 


Tap: Send Agreement and the portal will send you a an email containing an envelope to e-sign the agreement.

If it is a combo customer, it will send out two agreements. One for solar and one for storage.





Sales Rep Signs First

In your email you will receive a link to electronically sign the prepaid PPA.



Rep must initial p.28 in order to send to the customer for signing:



Only after you sign, will the agreement be sent to the customer’s email.

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After signing the prepaid PPA, click into the ESSA docs.
When sending the storage ESSA you'll only be asked to initial a single time on page 1. 

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Customer Checks Email

Once you sign, your customer will receive a message in their inbox. They’ll find a clearly marked email with a Sign-Your-Document button to get started.




In the Agreement

The agreement will open. 


It is 28 pages long and the customer can easily read the entire document before signing. 

After the signing process has begun, the customer still has the ability to scroll back-and-forth through the agreement. 


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Signing  

There are several pages requiring initials and signatures. This varies slightly from state to state. 


P.2: Three-Day Right to Cancel (initial)





P.13: Resolution of Disputes (initial)





P. 15: Notice of Right to Cancel (initial)





P. 16: Sign Agreement (signature & date)




P.18: Legal Notice- Lien Warning (initial)





P.19: License - Board (initial)





P.27: COVID Waiver (initial)





At Top: Finish 




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When signing the ESSA doc the customer will follow the same instructions. 
The ESSA requires (4) initials and (1) signature from the customer.


Customer hits finish when done.

The customer will receive copies of the signed docs in their email. 

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After signing your Project Management team will see the customer listed in their NTP list of projects.

If it's a combo customer, there will be two separate projects, one for solar and one for storage. 




Change Orders


When a rejection requires a re-sign, a change order must be used. This closes the old job and creates a new project in the portal and new documents for signing.

Simply creating an additional quote is no longer an option. Only one quote is allowed per customer and the change order process takes care of that requirement.

When a change order is needed, it will require some coordination between Sales and Project Management because this takes place on the project detail page


Corrections requiring a Change Order include:

  1. Customer name or address typo
  2. Turn-Key Amount
  3. Solar System Size
  4. Year 1 Production
  5. Battery System Size

Change Order Process
  1. Click Change Order from the Project Detail page
  2. Select a Change Order Criteria from the drop down and Submit
  3. You land in the quoter tool for the new quote
  4. Complete the missing fields.
  5. Submit the change order. This will close the old job and create the new one
  6. Send your new docs
  7. After signing, underwriting starts on a new project/NTP page








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