Docusign

From what page is DocuSign accessed?

Project page

Opportunity page

DocuSign.com

Home Page

When would you choose Sign in Person?

When you are with the homeowner and sign the contract.

When you send the homeowner a contract.

When you take a paper contract.

Whenever you sign a contract.

Which template could not be sent Sign In Person

Sunpro Solar Contract with Sales form In Person

Epro Contract with Sales form

Epro Contract with Sales form, with co-signer In person

Sunpro Solar contract with Sales form with Co-signer In person

When sending a contract In Person, what is the correct Recipient type for the Owner?

Signer-sign now

Signer

Host in person- sign now

Recipient

What is the correct choice when adding a recipient for an In Person contract?

Add Me

Quick Add

Add User

Add Co-signer

What selection is correct when adding documents for a contract?

DocuSign Documents

DocuSign Attachments

DocuSign Templates

Documents

If internet signal is poor should you continue with DocuSign?

No, take a paper contract

Yes

When would you choose Send with Signers?

The homeowner does not have internet.

The homeowner makes the decision to go solar after the appointment is over.

The homeowner has not been approved for financing.

The homeowner just wants to think about it.

Once a DocuSign contract has been signed can it be changed?

Yes

How many email addresses are needed when you use Send with Signers with a Co-Signer?

One

None

Two

Three

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