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
No
How many email addresses are needed when you use Send with Signers with a Co-Signer?
One
None
Two
Three
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